ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV

Overview Fund Activity

183 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+9
Holders Change %
+5.17%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
55
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.79M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$1.53M
3
PFP
Paragon Financial Partners
California
+$1.48M
4
PS
Principal Securities
Iowa
+$996K
5
FFA
Farther Finance Advisors
California
+$780K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.27M
2
IPA
Investment Planning Advisors
Georgia
-$1.27M
3
CA
Cornerstone Advisors
North Carolina
-$1.21M
4
KIM
Karpus Investment Management
New York
-$924K
5
UBS Group
UBS Group
Switzerland
-$851K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.3M -$348K -25,097 -1%
LPL Financial
2
LPL Financial
California
$24.1M +$728K +52,523 +3%
Invesco
3
Invesco
Georgia
$21.1M +$696K +50,208 +3%
GC
4
Guggenheim Capital
Illinois
$17.9M -$124K -8,905 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$13.7M +$45.4K +3,272 +0.3%
PFP
6
Paragon Financial Partners
California
$12.8M +$1.48M +106,556 +13%
Bank of America
7
Bank of America
North Carolina
$10.7M +$654K +47,136 +6%
PS
8
Principal Securities
Iowa
$8.73M +$996K +71,825 +13%
UBS Group
9
UBS Group
Switzerland
$7.82M -$851K -61,349 -10%
BWG
10
Balanced Wealth Group
Ohio
$7.7M +$236K +17,092 +3%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.14M -$179K -12,924 -3%
Wells Fargo
12
Wells Fargo
California
$5.94M +$580K +41,836 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.61M +$755K +54,405 +16%
SIM
14
Sims Investment Management
Ohio
$5.45M -$44.1K -3,176 -0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.06M -$2.27M -159,345 -31%
Ameriprise
16
Ameriprise
Minnesota
$4.94M -$683K -49,344 -12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.31M +$18.2K +1,313 +0.4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.16M -$102K -7,349 -2%
Franklin Resources
19
Franklin Resources
California
$3.96M -$174K -12,561 -4%
Truist Financial
20
Truist Financial
North Carolina
$3.94M -$159K -11,490 -4%
SPIA
21
Steward Partners Investment Advisory
New York
$3.85M +$540K +38,917 +16%
KCPT
22
Kingstone Capital Partners Texas
Texas
$3.41M -$271K -19,562 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.31M -$471K -33,918 -12%
SFS
24
Shaker Financial Services
Virginia
$2.82M +$1.79M +129,408 +176%
KIM
25
Karpus Investment Management
New York
$2.44M -$924K -66,604 -27%
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