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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

185 hedge funds and large institutions have $285M 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, 56 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 50

8% more capital invested

Capital invested by funds: $265M → $285M (+$19.9M)

5% more funds holding

Funds holding: 176185 (+9)

0.45% more ownership

Funds ownership: 17.12%17.57% (+0.45%)

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
2.44%
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
56
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.3M -$329K -25,097 -1%
LPL Financial
2
LPL Financial
California
$24.1M +$689K +52,523 +3%
Invesco
3
Invesco
Georgia
$21.1M +$659K +50,208 +3%
GC
4
Guggenheim Capital
Illinois
$17.9M -$117K -8,905 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$13.7M +$42.9K +3,272 +0.3%
PFP
6
Paragon Financial Partners
California
$12.8M +$1.4M +106,556 +13%
Bank of America
7
Bank of America
North Carolina
$10.7M +$618K +47,136 +6%
PS
8
Principal Securities
Iowa
$8.73M +$942K +71,825 +13%
UBS Group
9
UBS Group
Switzerland
$7.82M -$805K -61,349 -10%
BWG
10
Balanced Wealth Group
Ohio
$7.7M +$224K +17,092 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.01M -$110K -8,371 -2%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.14M -$170K -12,924 -3%
Wells Fargo
13
Wells Fargo
California
$5.94M +$549K +41,836 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.61M +$714K +54,405 +16%
SIM
15
Sims Investment Management
Ohio
$5.45M -$41.7K -3,176 -0.8%
Ameriprise
16
Ameriprise
Minnesota
$4.94M -$647K -49,344 -12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.31M +$17.2K +1,313 +0.4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.16M -$96.4K -7,349 -2%
Franklin Resources
19
Franklin Resources
California
$3.96M -$165K -12,561 -4%
Truist Financial
20
Truist Financial
North Carolina
$3.94M -$151K -11,490 -4%
SPIA
21
Steward Partners Investment Advisory
New York
$3.85M +$510K +38,917 +16%
KCPT
22
Kingstone Capital Partners Texas
Texas
$3.41M -$257K -19,562 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.31M -$445K -33,918 -12%
SFS
24
Shaker Financial Services
Virginia
$2.82M +$1.7M +129,408 +176%
KIM
25
Karpus Investment Management
New York
$2.44M -$874K -66,604 -27%

ETV Hedge Fund Activity: Q2 2025 in Review

185 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q2 2025, worth a combined $285M — up 7.5% from $265M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ETV positions and 18 closed out — a net gain of 10 holders — while 56 added to existing stakes and 50 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.7M. The largest seller was Investment Planning Advisors, cutting an estimated $1.2M.

  • 185 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q2 2025, up from 176 in Q1 2025.
  • Funds reported $285M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q2 2025, up 7.5% quarter-over-quarter.
  • 28 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q2 2025 and 18 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $1.7M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q2 2025 was Investment Planning Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2025.