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ETV · Eaton Vance Tax-Managed Buy-Write Opportunities Fund · Holdings

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$15.19 +0.02 (+0.13%) At close · Sep 11
Rebalance outlook locked
Market Cap
$1.77B
Shares
116.75M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 193
Total Value: $332,941,357
Total Shares: 22,375,263
Showing 1–100 of 193 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 193 13F filers · Δ vs Mar 31, 2026
Top Holder
8.4%
Sep 2023 → Jun 2026 · range 8.2% – 11.2%
+0.2 pts
Top 5
34.9%
Sep 2023 → Jun 2026 · range 34.1% – 41.5%
+0.8 pts
Top 10
49.9%
Sep 2023 → Jun 2026 · range 49.8% – 57.1%
+0.1 pts
HHI
351
Sep 2023 → Jun 2026 · range 344 – 455
Broadly held+7

Quarterly Activity

vs Mar 31, 2026
New
25
Increased
68
Decreased
45
Sold Out
14
Unchanged
55
Holder count: +11
Institutional value: +10.8%
Shares held: +1.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
LPL Financial LLC +151,871 1,871,053
GUGGENHEIM CAPITAL LLC +121,946 1,457,304
Cetera Investment Advisers +67,750 407,816
MORGAN STANLEY +64,599 1,869,128
WELLS FARGO & COMPANY/MN +55,356 491,893

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
ENVESTNET ASSET MANAGEMENT INC −158,677 309,082
TRUIST FINANCIAL CORP −152,354 165,095
Mariner, LLC −84,921 12,735
UBS Group AG −58,682 467,155
BANK OF AMERICA CORP /DE/ −48,467 671,347

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Advisory Solutions Group, LLC 175,159 $2,606,365
Choate Investment Advisors 45,000 $669,600
IHT Wealth Management, LLC 39,500 $587,760
EP Wealth Advisors, LLC 38,473 $572,478
IFG Advisory, LLC 27,962 $416,074

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
WOLVERINE ASSET MANAGEMENT LLC 255,669 $3,494,995
GAMCO INVESTORS, INC. ET AL 32,815 $448,581
Shaker Financial Services, LLC 21,325 $291,512
Sequoia Financial Advisors, LLC 15,900 $217,353
TCFG WEALTH MANAGEMENT, LLC 15,590 $213,115
Filter: New 25 Increased 68 Reduced 45 Sold out 14 Unchanged 55
Showing 100 of 193
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LPL Financial LLC $27,841,268 8.36% 1,871,053
MORGAN STANLEY $27,812,624 8.35% 1,869,128
GUGGENHEIM CAPITAL LLC $21,684,682 6.51% 1,457,304
Invesco Ltd. $21,512,447 6.46% 1,445,729
RAYMOND JAMES FINANCIAL INC $17,400,150 5.23% 1,169,365
PARAGON FINANCIAL PARTNERS, INC. $14,480,159 4.35% 973,129
BANK OF AMERICA CORP /DE/ $9,989,643 3.00% 671,347
BALANCED WEALTH GROUP LLC $9,187,403 2.76% 617,433
PRINCIPAL SECURITIES, INC. $8,799,392 2.64% 591,357
WELLS FARGO & COMPANY/MN $7,319,367 2.20% 491,893
AMERIPRISE FINANCIAL INC $7,186,608 2.16% 482,971
UBS Group AG $6,951,265 2.09% 467,155
Steward Partners Investment Advisory, LLC $6,510,580 1.96% 437,539
ROYAL BANK OF CANADA $6,489,822 1.95% 436,144
MML INVESTORS SERVICES, LLC $6,462,964 1.94% 434,339
Cetera Investment Advisers $6,068,302 1.82% 407,816
OSAIC HOLDINGS, INC. $5,895,097 1.77% 396,176
SIMS INVESTMENT MANAGEMENT, LLC $5,744,944 1.73% 386,085
Kingstone Capital Partners Texas, LLC $4,683,420 1.41% 314,746
ENVESTNET ASSET MANAGEMENT INC $4,599,140 1.38% 309,082
FRANKLIN RESOURCES INC $4,491,780 1.35% 301,867
Advisors Asset Management, Inc. $4,297,448 1.29% 288,807
Cambridge Investment Research Advisors, Inc. $3,998,062 1.20% 268,687
COMMONWEALTH EQUITY SERVICES, LLC $3,913,544 1.18% 263,007
Focus Partners Wealth $3,864,142 1.16% 259,687
SHARPEPOINT LLC $3,245,908 0.97% 218,139
Thayer Partners, LLC / MA $3,176,865 0.95% 213,499
Beacon Pointe Advisors, LLC $2,946,939 0.89% 198,047
Texas Capital Bank Wealth Management Services Inc $2,733,708 0.82% 183,717
Advisory Solutions Group, LLC $2,606,365 0.78% 175,159
Emissary Wealth LLC $2,593,509 0.78% 174,295
TRUIST FINANCIAL CORP $2,456,613 0.74% 165,095
PARK AVENUE SECURITIES LLC $2,186,839 0.66% 146,965
Rockefeller Capital Management L.P. $2,157,213 0.65% 144,974
NAPLES GLOBAL ADVISORS, LLC $1,985,185 0.60% 133,413
Meridian Wealth Management, LLC $1,890,771 0.57% 127,068
Advisory Advocates, LLC $1,836,311 0.55% 123,408
Outlook Wealth Advisors, LLC $1,788,933 0.54% 120,224
Mutual Advisors, LLC $1,781,210 0.53% 119,705
IEQ CAPITAL, LLC $1,647,156 0.49% 110,696
Private Advisor Group, LLC $1,601,207 0.48% 107,608
PMG Family Office LLC $1,554,067 0.47% 104,440
WEDBUSH SECURITIES INC $1,515,438 0.46% 101,844
Obermeyer Wealth Partners $1,503,906 0.45% 101,069
COHEN & STEERS, INC. $1,501,853 0.45% 100,931
TWO SIGMA INVESTMENTS, LP $1,477,717 0.44% 99,309
Kestra Advisory Services, LLC $1,428,003 0.43% 95,968
1607 Capital Partners, LLC $1,403,377 0.42% 94,313
Cresset Asset Management, LLC $1,379,301 0.41% 92,695
STIFEL FINANCIAL CORP $1,164,806 0.35% 78,280
NewEdge Advisors, LLC $996,335 0.30% 66,958
Prospera Financial Services Inc $990,457 0.30% 66,563
Janney Montgomery Scott LLC $971,128 0.29% 65,264
OPPENHEIMER & CO INC $960,489 0.29% 64,549
HighTower Advisors, LLC $884,035 0.27% 59,411
Focus Financial Network, Inc. $812,820 0.24% 54,625
Sanctuary Advisors, LLC $761,662 0.23% 51,187
Curi Capital, LLC $738,643 0.22% 49,640
Creative Planning $704,151 0.21% 47,322
Wealth Alliance Advisory Group, LLC $694,137 0.21% 46,649
Choate Investment Advisors $669,600 0.20% 45,000
WCG Wealth Advisors LLC $669,555 0.20% 44,997
SteelPeak Wealth, LLC $635,152 0.19% 42,685
Spartan Wealth Advisory Services LLC $619,380 0.19% 41,625
COMMONS CAPITAL, LLC $603,860 0.18% 40,582
IHT Wealth Management, LLC $587,760 0.18% 39,500
Summit Financial, LLC $574,427 0.17% 38,604
MERCER GLOBAL ADVISORS INC /ADV $572,805 0.17% 38,495
EP Wealth Advisors, LLC $572,478 0.17% 38,473
Kovack Advisors, Inc. $560,083 0.17% 37,640
WEALTH EFFECTS LLC $545,872 0.16% 36,685
FIFTH THIRD BANCORP $535,992 0.16% 36,021
STABLEFORD CAPITAL II LLC $519,014 0.16% 34,880
Equitable Holdings, Inc. $498,182 0.15% 33,480
Western Wealth Management, LLC $494,447 0.15% 33,229
Essex Financial Services, Inc. $468,362 0.14% 31,476
&PARTNERS $456,905 0.14% 30,706
Gladstone Institutional Advisory LLC $440,894 0.13% 29,630
NBC SECURITIES, INC. $428,841 0.13% 28,820
American Institute for Advanced Investment Management, LLP $428,097 0.13% 28,770
HBK Sorce Advisory LLC $416,907 0.13% 28,018
IFG Advisory, LLC $416,074 0.12% 27,962
INTEGRATED CAPITAL MANAGEMENT, INC. $413,738 0.12% 27,805
Dynamic Advisor Solutions LLC $396,403 0.12% 26,640
Triumph Capital Management $372,684 0.11% 25,046
Everstar Asset Management, LLC $371,404 0.11% 24,960
MCCARTER PRIVATE WEALTH SERVICES LLC $354,917 0.11% 23,852
SHIKIAR ASSET MANAGEMENT INC $343,356 0.10% 23,075
XTX Topco Ltd $335,603 0.10% 22,554
Corient Private Wealth LLC $317,985 0.10% 21,370
Belpointe Asset Management LLC $303,507 0.09% 20,397
Fortis Capital Advisors, LLC $303,507 0.09% 20,397
Summit Investment Advisory Services, LLC $280,130 0.08% 18,826
Westend Capital Management, LLC $279,342 0.08% 18,773
D.A. DAVIDSON & CO. $270,905 0.08% 18,206
J.W. COLE ADVISORS, INC. $269,878 0.08% 18,137
Stratos Wealth Advisors, LLC $264,134 0.08% 17,751
Baird Financial Group, Inc. $263,093 0.08% 17,681
CAPTRUST FINANCIAL ADVISORS $262,379 0.08% 17,633
SILVERLAKE WEALTH MANAGEMENT LLC $256,560 0.08% 17,242
Key facts CIK 1322436 CUSIP 27828Y108 13F (30d) 51 filings 51 filers Visit website