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Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) Institutional Ownership

Eaton Vance Tax-Managed Buy-Write Opportunities Fund logo
$13.90 +0.02 (+0.14%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$13.90 +0.00 (+0.04%)
As of 07/11/2025 04:28 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Eaton Vance Tax-Managed Buy-Write Opportunities Fund (NYSE:ETV)

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$14.62B
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$56.27M
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ETV Institutional Buying and Selling by Quarter

Eaton Vance Tax-Managed Buy-Write Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Farther Finance Advisors LLC56,239$780K0.0%N/A0.000%
7/11/2025Kingstone Capital Partners Texas LLC1,047,504,373$13.76B1.9%+394,840.4%0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group3,000$40K0.0%N/A0.000%
7/10/2025 Worth Asset Management LLC13,749$191K0.1%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC18,295$255K0.0%+4.6%0.000%
7/10/2025 Focus Financial Network Inc.55,069$764K0.0%+4.0%0.000%
7/9/2025 Triumph Capital Management23,349$324K0.1%+3.8%0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.35,615$494K0.1%-6.9%0.000%
5/20/2025Belpointe Asset Management LLC24,098$318K0.0%N/A0.000%
5/20/2025Fortis Capital Advisors LLC24,098$318K0.1%N/A0.000%
5/19/2025Jane Street Group LLC11,506$152K0.0%N/A0.000%
5/16/2025Curi RMB Capital LLC70,752$935K0.0%+5.7%0.000%
5/15/2025Flputnam Investment Management Co.24,628$325K0.0%+6.7%0.000%
5/15/2025Royal Bank of Canada350,271$4.63M0.0%-0.4%0.000%
5/14/2025Guggenheim Capital LLC1,298,255$17.15M0.2%-1.6%0.000%
5/14/2025Ieq Capital LLC162,975$2.15M0.0%+26.0%0.000%
5/14/2025WCG Wealth Advisors LLC28,400$375K0.0%N/A0.000%
5/14/2025Comerica Bank11,236$148K0.0%-8.3%0.000%
5/14/2025Kestra Advisory Services LLC63,128$834K0.0%+1.6%0.000%
5/13/2025Elequin Capital LP15,282$202K0.0%N/A0.000%
5/13/2025Steward Partners Investment Advisory LLC238,415$3.15M0.0%+1,050.0%0.000%
5/13/2025Cresset Asset Management LLC83,444$1.10M0.0%+2.1%0.000%
5/13/2025HighTower Advisors LLC49,303$651K0.0%+1.8%0.000%
5/12/2025Meridian Wealth Management LLC71,360$943K0.0%+14.3%0.000%
5/12/2025Invesco Ltd.1,468,301$19.40M0.0%+1.5%0.000%
5/12/2025Wolverine Asset Management LLC5,602$74K0.0%N/A0.000%
5/9/2025Cornerstone Advisors LLC252,619$3.34M0.1%-70.1%0.000%
5/9/2025Atria Wealth Solutions Inc.11,000$145K0.0%-9.6%0.000%
5/9/2025Shaker Financial Services LLC73,618$972K0.4%-61.8%0.000%
5/8/2025US Bancorp DE3,075$41K0.0%N/A0.000%
5/7/2025LPL Financial LLC1,684,959$22.26M0.0%+5.8%0.000%
5/6/2025Cetera Investment Advisers102,222$1.35M0.0%+4.3%0.000%
5/6/2025Arlington Capital Management Inc.11,241$148K0.1%-83.7%0.000%
5/6/2025Wedbush Securities Inc.115,266$1.52M0.1%-1.0%0.000%
5/6/2025 Triumph Capital Management22,490$297K0.1%+9.0%0.000%
5/6/2025Obermeyer Wealth Partners75,280$994K0.1%-24.2%0.000%
5/5/2025Private Advisor Group LLC152,099$2.01M0.0%+1.8%0.000%
5/2/2025Kingsview Wealth Management LLC10,429$138K0.0%-8.4%0.000%
5/2/2025Larson Financial Group LLC5,400$71K0.0%+980.0%0.000%
5/2/2025Mosaic Family Wealth Partners LLC10,213$135K0.0%N/A0.000%
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5/2/2025Prevail Innovative Wealth Advisors LLC98,770$1.31M0.3%+28.6%0.000%
5/2/2025Sigma Planning Corp12,153$161K0.0%-27.2%0.000%
4/30/2025Sharpepoint LLC156,540$2.03M1.8%+28.5%0.000%
4/30/2025Principal Securities Inc.557,451$8.03M0.2%+0.7%0.000%
4/29/2025Envestnet Asset Management Inc.307,064$4.06M0.0%-3.8%0.000%
4/28/2025Mutual Advisors LLC124,445$1.60M0.0%+0.7%0.000%
4/24/2025Westend Capital Management LLC17,358$229K0.1%-35.5%0.000%
4/24/2025Sims Investment Management LLC395,917$5.23M2.3%+0.7%0.000%
4/24/2025Transcend Capital Advisors LLC13,165$174K0.0%N/A0.000%
4/23/2025HBK Sorce Advisory LLC26,147$345K0.0%-24.9%0.000%
4/23/2025Investment Planning Advisors Inc.112,591$1.49M0.6%-26.4%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.272,239$3.60M0.0%+1.2%0.000%
4/18/2025Insigneo Advisory Services LLC14,398$190K0.0%N/A0.000%
4/17/2025Robertson Stephens Wealth Management LLC12,378$164K0.0%N/A0.000%
4/17/2025Janney Montgomery Scott LLC65,490$865K0.0%-6.5%0.000%
4/17/2025American Institute for Advanced Investment Management LLP23,739$314K0.2%+5.0%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC17,496$231K0.0%+22.5%0.000%
4/15/2025Balanced Wealth Group LLC541,422$7.15M3.5%-0.8%0.000%
4/15/2025Kingstone Capital Partners Texas LLC265,231$3.50M2.8%+17.3%0.000%
4/15/2025Wealthcare Advisory Partners LLC10,212$135K0.0%-8.7%0.000%
4/14/2025Outlook Wealth Advisors LLC139,124$1.84M0.5%+32.5%0.000%
4/11/2025Paragon Financial Partners Inc.817,222$10.80M8.5%+5.8%0.000%
4/10/2025Naples Global Advisors LLC193,888$2.56M0.2%-6.1%0.000%
4/9/2025 NBC Securities Inc.29,520$389K0.0%+95,125.8%0.000%
4/7/2025Summit Global Investments13,000$172K0.0%N/A0.000%
4/7/2025GAMMA Investing LLC13,210$175K0.0%+1,221.0%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC14,284$206K0.0%+10.4%0.000%
2/21/2025Vermillion Wealth Management Inc.2,784$40K0.0%N/A0.000%
2/20/2025Kingstone Capital Partners Texas LLC226,088$3.26M2.6%N/A0.000%
2/17/2025Main Street Group LTD8,444$122K0.0%-43.2%0.000%
2/17/2025Obermeyer Wealth Partners99,373$1.43M0.1%-1.4%0.000%
2/17/2025Investor s Fiduciary Advisor Network LLC10,495$151K0.1%N/A0.000%
2/17/2025Focus Partners Wealth27,927$402K0.0%+5.9%0.000%
2/17/2025Cresset Asset Management LLC81,690$1.18M0.0%+2.1%0.000%
2/17/2025Cetera Investment Advisers97,966$1.41M0.0%+1.2%0.000%
2/17/2025Baird Financial Group Inc.18,290$264K0.0%-4.2%0.000%
2/17/2025Bank of America Corp DE649,842$9.36M0.0%-1.6%0.000%
2/17/2025Ameriprise Financial Inc.276,316$3.99M0.0%+19.2%0.000%
2/17/2025Anderson Financial Strategies LLC13,226$191K0.1%N/A0.000%
2/14/2025Mercer Global Advisors Inc. ADV37,168$536K0.0%+22.6%0.000%
2/14/2025 Triumph Capital Management20,628$297K0.1%-8.1%0.000%
2/14/2025Comerica Bank12,257$177K0.0%+9.1%0.000%
2/14/2025Beacon Pointe Advisors LLC146,141$2.11M0.0%-23.2%0.000%
2/14/2025Stifel Financial Corp63,220$911K0.0%+5.4%0.000%
2/14/2025Shaker Financial Services LLC192,501$2.77M1.1%-36.1%0.000%
2/14/2025Sharpepoint LLC121,845$1.76M1.6%N/A0.000%
2/14/2025MML Investors Services LLC293,219$4.23M0.0%+2.0%0.000%
2/13/2025NewEdge Advisors LLC33,238$479K0.0%-16.2%0.000%
2/13/2025Guggenheim Capital LLC1,319,674$19.02M0.2%+18.4%0.000%
2/13/2025Mariner LLC161,838$2.33M0.0%+2.2%0.000%
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2/13/2025Rockefeller Capital Management L.P.53,035$764K0.0%+23.2%0.000%
2/13/2025Raymond James Financial Inc.982,360$14.16M0.0%N/A0.000%
2/13/2025Invesco Ltd.1,446,364$20.84M0.0%+2.8%0.000%
2/13/2025Envestnet Asset Management Inc.319,279$4.60M0.0%+0.8%0.000%
2/13/2025Wedbush Securities Inc.116,468$1.68M0.1%+22.3%0.000%
2/13/2025Wells Fargo & Company MN344,165$4.96M0.0%+6.9%0.000%
2/12/2025Cannon Advisors Inc.16,591$239K0.2%+29.4%0.000%
2/12/2025Franklin Resources Inc.294,478$4.24M0.0%-2.2%0.000%
2/12/2025Hazlett Burt & Watson Inc.2,418$34K0.0%+131.2%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC76,806$1.11M0.3%+51.1%0.000%
(Data available from 1/1/2016 forward)

ETV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ETV shares?

During the previous two years, 161 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($13.76B), LPL Financial LLC ($22.26M), Invesco Ltd. ($19.40M), Guggenheim Capital LLC ($17.15M), Raymond James Financial Inc. ($14.16M), Paragon Financial Partners Inc. ($10.80M), and Bank of America Corp DE ($9.36M).Learn more on Eaton Vance Tax-Managed Buy-Write Opportunities Fund's institutional investors.

Which institutional investors have been buying Eaton Vance Tax-Managed Buy-Write Opportunities Fund's stock?

Of the 130 institutional investors that purchased Eaton Vance Tax-Managed Buy-Write Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($1.05B), Cornerstone Advisors LLC ($2.06M), Raymond James Financial Inc. ($1.96M), International Assets Investment Management LLC ($1.61M), Paragon Financial Partners Inc. ($1.27M), Principal Securities Inc. ($483.97K), and Balanced Wealth Group LLC ($480.55K).

How much institutional buying is happening at Eaton Vance Tax-Managed Buy-Write Opportunities Fund?

Institutional investors have bought a total of 1,054,431,715 shares in the last 24 months. This purchase volume represents approximately $14.62B in transactions.

Which of Eaton Vance Tax-Managed Buy-Write Opportunities Fund's major shareholders have been selling company stock?

Of the 61 institutional investors that sold Eaton Vance Tax-Managed Buy-Write Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($1.81M), International Assets Investment Management LLC ($1.13M), Shaker Financial Services LLC ($295.96K), Landscape Capital Management L.L.C. ($175.22K), Wolverine Asset Management LLC ($70.14K), Arlington Capital Management Inc. ($57.82K), and Raymond James & Associates ($50.25K).

How much institutional selling is happening at Eaton Vance Tax-Managed Buy-Write Opportunities Fund?

Institutional investors have sold a total of 4,046,505 shares in the last 24 months. This volume of shares sold represents approximately $56.27M in transactions.



This page (NYSE:ETV) was last updated on 7/12/2025 by MarketBeat.com Staff
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