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Equibles

ETV

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

Company with tickers: ETV

CIK
1322436
CUSIP
27828Y108
Shares Outstanding
116,754,568
13F Activity (30d)
76 filings 73 filers

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.

Holders: 182
Total Value: $300,805,498
Total Shares: 22,004,798
Showing 1–100 of 182 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Superinvestors Holding ETV

All superinvestors →
Mario Gabelli $448,581

Holder Concentration

Across 182 13F filers · Δ vs Dec 31, 2025
Top Holder
8.2%
Jun 2023 → Mar 2026 · range 8.2% – 11.2%
−1.3 pts
Top 5
34.0%
Jun 2023 → Mar 2026 · range 32.2% – 41.5%
+0.7 pts
Top 10
49.8%
Jun 2023 → Mar 2026 · range 47.8% – 57.1%
+0.7 pts
HHI
344
Jun 2023 → Mar 2026 · range 344 – 455
Broadly held−0

Quarterly Activity

vs Dec 31, 2025
New
34
Increased
63
Decreased
40
Sold Out
21
Unchanged
45
Holder count: +13
Institutional value: +52.8%
Shares held: +60.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Cetera Investment Advisers +219,413 340,066
Large Focus Partners Wealth +206,904 241,942
Mega ENVESTNET ASSET MANAGEMENT INC +165,124 467,759
Large Steward Partners Investment Advisory, LLC +87,542 423,531
Small Kingstone Capital Partners Texas, LLC +53,894 307,504

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid READYSTATE ASSET MANAGEMENT LP −215,563 14,076
Small Shaker Financial Services, LLC −202,328 21,325
Large OSAIC HOLDINGS, INC. −101,499 362,457
Large MML INVESTORS SERVICES, LLC −64,315 399,182
Mid Farther Finance Advisors, LLC −52,557 770

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega MORGAN STANLEY 1,804,529 $24,667,910
Mega LPL Financial LLC 1,719,182 $23,501,217
Mega Invesco Ltd. 1,479,632 $20,226,569
Mega BANK OF AMERICA CORP /DE/ 719,814 $9,839,856
Mega AMERIPRISE FINANCIAL INC 452,782 $6,189,529

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 153,023 $2,197,410
Small Logan Stone Capital, LLC 72,440 $1,040,238
Mid Cornerstone Advisors, LLC 60,214 $864,673
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 39,065 $560,972
Micro IFG Advisory, LLC 27,962 $401,534
Filter: New 34 Increased 63 Reduced 40 Sold out 21 Unchanged 45
Showing 100 of 182
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $24,667,910 8.20% 1,804,529
Mega LPL Financial LLC $23,501,217 7.81% 1,719,182
Mega Invesco Ltd. $20,226,569 6.72% 1,479,632
Large GUGGENHEIM CAPITAL LLC $18,254,343 6.07% 1,335,358
Mega RAYMOND JAMES FINANCIAL INC $15,768,644 5.24% 1,153,522
Micro PARAGON FINANCIAL PARTNERS, INC. $13,589,442 4.52% 994,107
Mega BANK OF AMERICA CORP /DE/ Bank $9,839,856 3.27% 719,814
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $8,417,165 2.80% 615,740
Micro BALANCED WEALTH GROUP LLC $8,297,061 2.76% 606,954
Mega UBS Group AG $7,188,191 2.39% 525,837
Mega ENVESTNET ASSET MANAGEMENT INC $6,394,265 2.13% 467,759
Mega AMERIPRISE FINANCIAL INC $6,189,529 2.06% 452,782
Mega WELLS FARGO & COMPANY/MN $5,967,460 1.98% 436,537
Mega ROYAL BANK OF CANADA Bank $5,885,522 1.96% 430,543
Large Steward Partners Investment Advisory, LLC $5,789,668 1.92% 423,531
Large MML INVESTORS SERVICES, LLC $5,456,817 1.81% 399,182
Micro SIMS INVESTMENT MANAGEMENT, LLC $5,302,989 1.76% 387,929
Large OSAIC HOLDINGS, INC. $4,954,787 1.65% 362,457
Large Cetera Investment Advisers $4,648,702 1.55% 340,066
Large TRUIST FINANCIAL CORP $4,339,527 1.44% 317,449
Small Kingstone Capital Partners Texas, LLC $4,203,579 1.40% 307,504
Mega FRANKLIN RESOURCES INC $4,069,490 1.35% 297,695
Large COMMONWEALTH EQUITY SERVICES, LLC $3,651,147 1.21% 267,092
Large Cambridge Investment Research Advisors, Inc. $3,545,533 1.18% 259,366
Mid WOLVERINE ASSET MANAGEMENT LLC $3,494,995 1.16% 255,669
Mid Advisors Asset Management, Inc. $3,388,464 1.13% 247,876
Large Focus Partners Wealth $3,307,347 1.10% 241,942
Micro Thayer Partners, LLC / MA $2,808,269 0.93% 205,433
Small SHARPEPOINT LLC $2,733,097 0.91% 199,934
Mid Beacon Pointe Advisors, LLC $2,675,519 0.89% 195,722
Micro Emissary Wealth LLC $2,307,796 0.77% 168,822
Small Texas Capital Bank Wealth Management Services Inc Bank $2,186,147 0.73% 159,923
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $1,971,965 0.66% 144,255
Small NAPLES GLOBAL ADVISORS, LLC $1,782,745 0.59% 130,413
Large Rockefeller Capital Management L.P. $1,745,659 0.58% 127,700
Small Outlook Wealth Advisors, LLC $1,639,935 0.55% 119,966
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 0.50% 109,492
Micro PMG Family Office LLC Family Office $1,405,822 0.47% 102,840
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,401,954 0.47% 102,557
Large COHEN & STEERS, INC. $1,379,726 0.46% 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 0.44% 96,023
Small 1607 Capital Partners, LLC $1,289,258 0.43% 94,313
Large Cresset Asset Management, LLC $1,241,769 0.41% 90,839
Mid Private Advisor Group, LLC $1,151,314 0.38% 84,222
Mid Obermeyer Wealth Partners $1,115,923 0.37% 81,633
Large STIFEL FINANCIAL CORP $1,075,022 0.36% 78,641
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 0.30% 64,998
Large NewEdge Advisors, LLC $866,513 0.29% 63,388
Mid Prospera Financial Services Inc $829,345 0.28% 60,669
Large HighTower Advisors, LLC $809,400 0.27% 59,210
Mid Focus Financial Network, Inc. $773,434 0.26% 56,579
Large Creative Planning $655,285 0.22% 47,936
Small Wealth Alliance Advisory Group, LLC $637,691 0.21% 46,649
Mid WCG Wealth Advisors LLC $618,553 0.21% 45,249
Mid Gladstone Institutional Advisory LLC $603,161 0.20% 44,123
Large Calamos Advisors LLC $583,900 0.19% 42,714
Mid Kovack Advisors, Inc. $580,332 0.19% 42,453
Mid SteelPeak Wealth, LLC $572,882 0.19% 41,908
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
Large FIFTH THIRD BANCORP Bank $506,733 0.17% 37,069
Small WEALTH EFFECTS LLC $500,568 0.17% 36,618
Mid Equitable Holdings, Inc. $478,518 0.16% 35,005
Small STABLEFORD CAPITAL II LLC $476,809 0.16% 34,880
Mid Western Wealth Management, LLC $454,240 0.15% 33,229
Mid GAMCO INVESTORS, INC. ET AL $448,581 0.15% 32,815
Large MERCER GLOBAL ADVISORS INC /ADV $429,989 0.14% 31,455
Micro INTEGRATED CAPITAL MANAGEMENT, INC. $423,031 0.14% 30,946
Mid Essex Financial Services, Inc. $422,854 0.14% 30,933
Large &PARTNERS $417,304 0.14% 30,527
Small NBC SECURITIES, INC. Broker-Dealer $393,969 0.13% 28,820
Micro American Institute for Advanced Investment Management, LLP $393,285 0.13% 28,770
Small HBK Sorce Advisory LLC $380,668 0.13% 27,847
Large Corient Private Wealth LLC $371,482 0.12% 27,175
Mid Dynamic Advisor Solutions LLC $362,870 0.12% 26,545
Micro Everstar Asset Management, LLC $341,203 0.11% 24,960
Small Triumph Capital Management $321,627 0.11% 23,528
Small SHIKIAR ASSET MANAGEMENT INC $315,435 0.10% 23,075
Small Fortis Capital Advisors, LLC $306,399 0.10% 22,414
Mid Belpointe Asset Management LLC $306,399 0.10% 22,414
Small Shaker Financial Services, LLC $291,512 0.10% 21,325
Mid D.A. DAVIDSON & CO. $279,059 0.09% 20,414
Small Westend Capital Management, LLC $256,626 0.09% 18,773
Micro Summit Investment Advisory Services, LLC $252,225 0.08% 18,451
Mid Stratos Wealth Partners, LTD. $247,659 0.08% 18,117
Mid Sanctuary Advisors, LLC $247,618 0.08% 18,114
Mid CARY STREET PARTNERS FINANCIAL LLC $243,982 0.08% 17,848
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
Micro Worth Asset Management, LLC $235,329 0.08% 17,215
Large CIBC Bancorp USA Inc. Bank $234,604 0.08% 17,162

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