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ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

184 hedge funds and large institutions have $305M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $285M → $305M (+$20.8M)

0.8% more ownership

Funds ownership: 17.57%18.37% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 185184 (-1)

Holders
184
Holders Change
-1
Holders Change %
-0.54%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
62
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.9M +$983K +70,502 +4%
LPL Financial
2
LPL Financial
California
$25.4M +$624K +44,780 +3%
Invesco
3
Invesco
Georgia
$22.4M +$697K +50,008 +3%
GC
4
Guggenheim Capital
Illinois
$17.2M -$1.15M -82,440 -6%
Raymond James Financial
5
Raymond James Financial
Florida
$14.5M +$497K +35,648 +4%
PFP
6
Paragon Financial Partners
California
$13.3M +$179K +12,828 +1%
Bank of America
7
Bank of America
North Carolina
$11.4M +$329K +23,580 +3%
PS
8
Principal Securities
Iowa
$9.3M +$327K +23,479 +4%
BWG
9
Balanced Wealth Group
Ohio
$7.67M -$35.4K -2,538 -0.5%
UBS Group
10
UBS Group
Switzerland
$7.01M -$1M -71,977 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.94M -$183K -13,134 -3%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.65M +$331K +23,741 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.34M +$558K +40,030 +10%
Wells Fargo
14
Wells Fargo
California
$6.18M +$74.5K +5,340 +1%
SIM
15
Sims Investment Management
Ohio
$5.62M +$20.6K +1,480 +0.4%
Ameriprise
16
Ameriprise
Minnesota
$5.57M +$470K +33,691 +9%
SPIA
17
Steward Partners Investment Advisory
New York
$4.65M +$684K +49,036 +18%
SFS
18
Shaker Financial Services
Virginia
$4.6M +$1.67M +119,578 +59%
CA
19
Cornerstone Advisors
North Carolina
$4.51M +$2.11M +151,443 +92%
Truist Financial
20
Truist Financial
North Carolina
$4.31M +$262K +18,763 +7%
Franklin Resources
21
Franklin Resources
California
$4.13M +$55.5K +3,981 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.11M -$159K -11,429 -4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.84M -$572K -41,034 -13%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.59M +$193K +13,828 +6%
KCPT
25
Kingstone Capital Partners Texas
Texas
$3.54M +$36.2K +2,599 +1%

ETV Hedge Fund Activity: Q3 2025 in Review

184 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q3 2025, worth a combined $305M — up 7.3% from $285M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETV positions and 13 closed out — a net gain of 2 holders — while 62 added to existing stakes and 44 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.11M. The largest seller was Guggenheim Capital, cutting an estimated $1.15M.

  • 184 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q3 2025, down from 185 in Q2 2025.
  • Funds reported $305M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q3 2025 and 13 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q3 2025 was Cornerstone Advisors, an estimated $2.11M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q3 2025 was Guggenheim Capital, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2025.