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

Track ETV — free Ask ALVIS about ETV
$14.53 -0.10 (-0.68%) At close · Jul 28
Market Cap
$1.70B
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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 187
Total Value: $303,704,330
Total Shares: 22,050,931
Showing 1–100 of 187 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding ETV

All superinvestors →
Mario Gabelli $448,581

Holder Concentration

Across 182 13F filers
Top Holder
8.2%
Jun 2023 → Mar 2026 · range 8.2% – 11.2%
of institutional value
Top 5
34.0%
Jun 2023 → Mar 2026 · range 32.2% – 41.5%
of institutional value
Top 10
49.8%
Jun 2023 → Mar 2026 · range 47.8% – 57.1%
of institutional value
HHI
344
Jun 2023 → Mar 2026 · range 344 – 455
Broadly held
Showing 100 of 187
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $24,667,910 8.12% 1,804,529
Mega LPL Financial LLC $23,501,217 7.74% 1,719,182
Mega Invesco Ltd. $20,226,569 6.66% 1,479,632
Large GUGGENHEIM CAPITAL LLC $18,254,343 6.01% 1,335,358
Mega RAYMOND JAMES FINANCIAL INC $15,768,644 5.19% 1,153,522
Micro PARAGON FINANCIAL PARTNERS, INC. $13,589,442 4.47% 994,107
Mega BANK OF AMERICA CORP /DE/ Bank $9,839,856 3.24% 719,814
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $8,417,165 2.77% 615,740
Micro BALANCED WEALTH GROUP LLC $8,297,061 2.73% 606,954
Mega UBS Group AG $7,188,191 2.37% 525,837
Mega ENVESTNET ASSET MANAGEMENT INC $6,394,265 2.11% 467,759
Mega AMERIPRISE FINANCIAL INC $6,189,529 2.04% 452,782
Mega WELLS FARGO & COMPANY/MN $5,967,460 1.96% 436,537
Mega ROYAL BANK OF CANADA Bank $5,885,522 1.94% 430,543
Large Steward Partners Investment Advisory, LLC $5,789,668 1.91% 423,531
Micro SIMS INVESTMENT MANAGEMENT, LLC $5,744,944 1.89% 386,085
Large MML INVESTORS SERVICES, LLC $5,456,817 1.80% 399,182
Large OSAIC HOLDINGS, INC. $4,954,787 1.63% 362,457
Large Cetera Investment Advisers $4,648,702 1.53% 340,066
Large TRUIST FINANCIAL CORP $4,339,527 1.43% 317,449
Small Kingstone Capital Partners Texas, LLC $4,203,579 1.38% 307,504
Mega FRANKLIN RESOURCES INC $4,069,490 1.34% 297,695
Large Cambridge Investment Research Advisors, Inc. $3,998,062 1.32% 268,687
Large COMMONWEALTH EQUITY SERVICES, LLC $3,651,147 1.20% 267,092
Mid WOLVERINE ASSET MANAGEMENT LLC $3,494,995 1.15% 255,669
Mid Advisors Asset Management, Inc. $3,388,464 1.12% 247,876
Large Focus Partners Wealth $3,307,347 1.09% 241,942
Micro Thayer Partners, LLC / MA $2,808,269 0.92% 205,433
Small SHARPEPOINT LLC $2,733,097 0.90% 199,934
Mid Beacon Pointe Advisors, LLC $2,675,519 0.88% 195,722
Micro Emissary Wealth LLC $2,307,796 0.76% 168,822
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $2,186,839 0.72% 146,965
Small Texas Capital Bank Wealth Management Services Inc Bank $2,186,147 0.72% 159,923
Mid NAPLES GLOBAL ADVISORS, LLC $1,985,185 0.65% 133,413
Large Rockefeller Capital Management L.P. $1,745,659 0.57% 127,700
Small Outlook Wealth Advisors, LLC $1,639,935 0.54% 119,966
Mid Private Advisor Group, LLC $1,601,207 0.53% 107,608
Micro PMG Family Office LLC Family Office $1,554,067 0.51% 104,440
Micro Advisory Advocates, LLC $1,546,596 0.51% 113,138
Large IEQ CAPITAL, LLC $1,544,231 0.51% 112,965
Mid Mutual Advisors, LLC $1,496,755 0.49% 109,492
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,401,954 0.46% 102,557
Large COHEN & STEERS, INC. $1,379,726 0.45% 100,931
Mega TWO SIGMA INVESTMENTS, LP $1,357,554 0.45% 99,309
Large Mariner, LLC $1,334,956 0.44% 97,656
Mid Meridian Wealth Management, LLC $1,312,634 0.43% 96,023
Small 1607 Capital Partners, LLC $1,289,258 0.42% 94,313
Large Cresset Asset Management, LLC $1,241,769 0.41% 90,839
Mid Obermeyer Wealth Partners $1,115,923 0.37% 81,633
Large STIFEL FINANCIAL CORP $1,075,022 0.35% 78,641
Mid Prospera Financial Services Inc $990,457 0.33% 66,563
Large Kestra Advisory Services, LLC $965,799 0.32% 70,651
Large Janney Montgomery Scott LLC $933,332 0.31% 68,276
Mid OPPENHEIMER & CO INC $902,889 0.30% 66,049
Mid Curi Capital, LLC $888,522 0.29% 64,998
Large NewEdge Advisors, LLC $866,513 0.29% 63,388
Mid Focus Financial Network, Inc. $812,820 0.27% 54,625
Large HighTower Advisors, LLC $809,400 0.27% 59,210
Small Wealth Alliance Advisory Group, LLC $694,137 0.23% 46,649
Large Creative Planning $655,285 0.22% 47,936
Mid SteelPeak Wealth, LLC $635,152 0.21% 42,685
Mid WCG Wealth Advisors LLC $618,553 0.20% 45,249
Large Calamos Advisors LLC $583,900 0.19% 42,714
Mid Kovack Advisors, Inc. $580,332 0.19% 42,453
Small Spartan Wealth Advisory Services LLC $569,013 0.19% 41,625
Mid Summit Financial, LLC $537,272 0.18% 39,303
Small COMMONS CAPITAL, LLC $524,025 0.17% 38,334
Small STABLEFORD CAPITAL II LLC $519,014 0.17% 34,880
Large FIFTH THIRD BANCORP Bank $506,733 0.17% 37,069
Small WEALTH EFFECTS LLC $500,568 0.16% 36,618
Mid Equitable Holdings, Inc. $478,518 0.16% 35,005
Mid Western Wealth Management, LLC $454,240 0.15% 33,229
Mid GAMCO INVESTORS, INC. ET AL $448,581 0.15% 32,815
Mid Gladstone Institutional Advisory LLC $440,894 0.15% 29,630
Large MERCER GLOBAL ADVISORS INC /ADV $429,989 0.14% 31,455
Small NBC SECURITIES, INC. Broker-Dealer $428,841 0.14% 28,820
Micro American Institute for Advanced Investment Management, LLP $428,097 0.14% 28,770
Mid Essex Financial Services, Inc. $422,854 0.14% 30,933
Large &PARTNERS $417,304 0.14% 30,527
Micro INTEGRATED CAPITAL MANAGEMENT, INC. $413,738 0.14% 27,805
Mid Dynamic Advisor Solutions LLC $396,403 0.13% 26,640
Small HBK Sorce Advisory LLC $380,668 0.13% 27,847
Small Triumph Capital Management $372,684 0.12% 25,046
Large Corient Private Wealth LLC $371,482 0.12% 27,175
Small SHIKIAR ASSET MANAGEMENT INC $343,356 0.11% 23,075
Micro Everstar Asset Management, LLC $341,203 0.11% 24,960
Small Fortis Capital Advisors, LLC $306,399 0.10% 22,414
Mid Belpointe Asset Management LLC $306,399 0.10% 22,414
Micro Summit Investment Advisory Services, LLC $280,130 0.09% 18,826
Mid D.A. DAVIDSON & CO. $270,905 0.09% 18,206
Mid J.W. COLE ADVISORS, INC. $269,878 0.09% 18,137
Small Westend Capital Management, LLC $256,626 0.08% 18,773
Micro Worth Asset Management, LLC $256,159 0.08% 17,215
Mid Stratos Wealth Partners, LTD. $247,659 0.08% 18,117
Mid Sanctuary Advisors, LLC $247,618 0.08% 18,114
Small Stratos Wealth Advisors, LLC $242,656 0.08% 17,751
Large Baird Financial Group, Inc. $241,699 0.08% 17,681
Small SILVERLAKE WEALTH MANAGEMENT LLC $235,698 0.08% 17,242
Large CIBC Bancorp USA Inc. Bank $234,604 0.08% 17,162
Mid LEAVELL INVESTMENT MANAGEMENT, INC. $233,616 0.08% 15,700
Key facts CIK 1322436 CUSIP 27828Y108 13F (30d) 54 filings 54 filers Visit website

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