We are live on ! Find out more
ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

183 hedge funds and large institutions have $315M invested in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 46

3% more capital invested

Capital invested by funds: $305M → $315M (+$9.53M)

0.42% more ownership

Funds ownership: 18.37%18.79% (+0.42%)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 184183 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
183
Holders Change
-1
Holders Change %
-0.54%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
21
Increased
69
Reduced
46
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26M -$114K -7,959 -0.4%
LPL Financial
2
LPL Financial
California
$25.8M +$241K +16,886 +0.9%
Invesco
3
Invesco
Georgia
$21.7M -$781K -54,607 -3%
GC
4
Guggenheim Capital
Illinois
$18.7M +$1.41M +98,454 +8%
Raymond James Financial
5
Raymond James Financial
Florida
$15.9M +$1.26M +87,971 +9%
PFP
6
Paragon Financial Partners
California
$13.5M +$75.9K +5,310 +0.6%
Bank of America
7
Bank of America
North Carolina
$10.1M -$1.37M -95,779 -12%
PS
8
Principal Securities
Iowa
$9.24M -$138K -9,633 -1%
BWG
9
Balanced Wealth Group
Ohio
$8.15M +$229K +16,004 +3%
UBS Group
10
UBS Group
Switzerland
$7.28M +$213K +14,906 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.66M -$401K -28,082 -6%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.66M -$43.9K -3,071 -0.7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.29M -$94.2K -6,592 -1%
Ameriprise
14
Ameriprise
Minnesota
$6.27M +$659K +46,074 +12%
Wells Fargo
15
Wells Fargo
California
$6.26M +$33.4K +2,333 +0.5%
SIM
16
Sims Investment Management
Ohio
$5.58M -$75.9K -5,310 -1%
SPIA
17
Steward Partners Investment Advisory
New York
$4.82M +$138K +9,621 +3%
WAM
18
Wolverine Asset Management
Illinois
$4.79M +$3M +209,679 +169%
Truist Financial
19
Truist Financial
North Carolina
$4.57M +$221K +15,478 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.35M +$205K +14,349 +5%
Franklin Resources
21
Franklin Resources
California
$4.22M +$56.5K +3,952 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.68M +$62.9K +4,399 +2%
KCPT
23
Kingstone Capital Partners Texas
Texas
$3.64M +$76.4K +5,342 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.62M -$252K -17,657 -7%
RAM
25
Readystate Asset Management
Illinois
$3.3M +$2.61M +182,423 +386%

ETV Hedge Fund Activity: Q4 2025 in Review

183 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) for Q4 2025, worth a combined $315M — up 3.1% from $305M a quarter earlier.

Fund positioning in ETV was balanced in Q4 2025: 21 funds opened new positions, 21 closed out, 69 added to existing stakes and 46 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $3M. The largest seller was Cornerstone Advisors, cutting an estimated $3.67M.

  • 183 institutional investors held Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) as of Q4 2025, down from 184 in Q3 2025.
  • Funds reported $315M of Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock for Q4 2025, up 3.1% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Buy-Write Opportunities Fund positions in Q4 2025 and 21 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund buyer in Q4 2025 was Wolverine Asset Management, an estimated $3M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Opportunities Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $3.67M sold.

Based on aggregated 13F filings for Q4 2025.