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

Eaton Vance Tax-Managed Buy-Write Opportunities Fund logo
$15.30 -0.02 (-0.13%)
As of 03:58 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$42.66M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$13.32M
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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
8/27/2026 Corient Private Wealth LP21,370$318K0.0%-21.4%0.000%
8/23/2026 Ameritas Advisory Services LLC16,372$244K0.0%N/A0.000%
8/22/2026 Advisory Solutions Group LLC175,159$2.61M0.9%N/A0.000%
8/22/2026 Markowski Investments3,669$55K0.0%N/A0.000%
8/21/2026 Triumph Capital Management25,046$373K0.1%+6.5%0.000%
8/20/2026 Sigma Planning Corp12,410$185K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.10,673$159K0.0%+8.3%0.000%
8/20/2026 Greenleaf Trust14,099$210K0.0%N/A0.000%
7/9/2026 Focus Financial Network Inc.54,625$813K0.0%-3.5%0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.3,145$47K0.0%N/A0.000%
7/8/2026 Integrated Capital Management Inc.27,805$414K0.3%-10.1%0.000%
7/7/2026 M.E. Allison & CO. Inc.13,336$198K0.1%-9.3%0.000%
7/7/2026 GAMMA Investing LLC2,971$44K0.0%N/A0.000%
6/3/2026 NewEdge Advisors LLC63,388$867K0.0%-5.8%0.000%
5/26/2026 Axiom Investment Management LLC3,671$50K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE719,814$9.84M0.0%+2.6%0.000%
5/18/2026 Readystate Asset Management LP14,076$192K0.0%-93.9%0.000%
5/18/2026 Royal Bank of Canada430,543$5.89M0.0%-1.7%0.000%
5/13/2026 Cetera Investment Advisers340,066$4.65M0.0%+181.9%0.000%
5/7/2026 Parallel Advisors LLC9,277$127K0.0%-9.4%0.000%
5/7/2026 Spartan Wealth Advisory Services LLC41,625$569K0.0%N/A0.000%
5/6/2026 Main Street Group LTD4,729$65K0.0%N/A0.000%
5/6/2026 Thayer Partners LLC MA205,433$2.81M1.3%+2.1%0.000%
5/5/2026 D.A. Davidson & CO.20,414$279K0.0%-10.1%0.000%
5/5/2026 Sharpepoint LLC199,934$2.73M1.6%+9.0%0.000%
5/4/2026 Calamos Advisors LLC42,714$584K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp37,069$507K0.0%+944.2%0.000%
5/1/2026 Sequoia Financial Advisors LLC15,900$217K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC70,651$966K0.0%+7.3%0.000%
4/29/2026 Montag A & Associates Inc.5,900$81K0.0%-14.5%0.000%
4/28/2026 Whittier Trust Co. of Nevada Inc.7,711$106K0.0%N/A0.000%
4/24/2026Tcfg Wealth Management LLC15,590$213K0.1%-7.7%0.000%
4/24/2026 American Institute for Advanced Investment Management LLP28,770$422K0.3%+4.0%0.000%
4/23/2026 Balanced Wealth Group LLC606,954$8.30M3.0%+6.1%0.000%
4/22/2026 Janney Montgomery Scott LLC68,276$933K0.0%+3.3%0.000%
4/21/2026 Sims Investment Management LLC387,929$5.30M1.9%-0.3%0.000%
4/17/2026 Worth Asset Management LLC17,215$235K0.1%+25.2%0.000%
4/17/2026 PMG Family Office LLC102,840$1.41M1.6%+2.0%0.000%
4/17/2026 Everstar Asset Management LLC24,960$341K0.2%-3.9%0.000%
3/17/2026 Rockefeller Capital Management L.P.122,773$1.76M0.0%+27.5%0.000%
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3/9/2026 Corient Private Wealth LLC21,517$309K0.0%+18.4%0.000%
2/19/2026 Invesco Ltd.1,513,910$21.74M0.0%-3.5%0.000%
2/19/2026 Corient Private Wealth LLC21,517$309K0.0%+18.4%0.000%
2/18/2026 Mercer Global Advisors Inc. ADV28,028$402K0.0%-58.2%0.000%
2/18/2026 Beacon Pointe Advisors LLC189,158$2.72M0.0%+1.7%0.000%
2/18/2026 Readystate Asset Management LP229,639$3.30M0.1%+386.4%0.000%
2/18/2026 1607 Capital Partners LLC94,313$1.35M0.1%+12.8%0.000%
2/17/2026 Guggenheim Capital LLC1,305,364$18.75M0.1%+8.2%0.000%
2/17/2026 Cetera Investment Advisers120,653$1.73M0.0%+5.1%0.000%
2/17/2026 Equitable Holdings Inc.35,637$512K0.0%-2.5%0.000%
2/17/2026 Kovack Advisors Inc.43,823$629K0.0%+245.9%0.000%
2/17/2026 Osaic Holdings Inc.463,956$6.66M0.0%-5.7%0.000%
2/17/2026 Royal Bank of Canada438,114$6.29M0.0%-1.5%0.000%
2/16/2026 MML Investors Services LLC463,497$6.66M0.0%-0.7%0.000%
2/16/2026 Mariner LLC122,193$1.76M0.0%-18.6%0.000%
2/16/2026 Landscape Capital Management L.L.C.39,065$561K0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC65,865$946K0.0%-1.7%0.000%
2/13/2026 Stifel Financial Corp76,451$1.10M0.0%+1.2%0.000%
2/13/2026 Arkadios Wealth Advisors10,260$147K0.0%-82.5%0.000%
2/13/2026 Wells Fargo & Company MN436,172$6.26M0.0%+0.5%0.000%
2/13/2026 Cohen & Steers Inc.90,931$1.31M0.0%-42.1%0.000%
2/13/2026 Summit Financial LLC39,728$570K0.0%-5.2%0.000%
2/12/2026 Advisors Asset Management Inc.196,824$2.83M0.0%+24.2%0.000%
2/12/2026 Jane Street Group LLC46,759$671K0.0%+43.8%0.000%
2/12/2026 Commonwealth Equity Services LLC252,045$3.62M0.0%-6.5%0.000%
2/12/2026 Marex Group plc18,600$267K0.0%N/A0.000%
2/12/2026 Steward Partners Investment Advisory LLC335,989$4.83M0.0%+2.9%0.000%
2/12/2026 Wedbush Securities Inc.112,278$1.61M0.0%-0.7%0.000%
2/12/2026 Principal Securities Inc.643,122$9.24M0.1%-1.5%0.000%
2/12/2026 Kovack Advisors Inc.43,823$629K0.0%+245.9%0.000%
2/11/2026 Sharpepoint LLC183,347$2.63M1.6%+10.2%0.000%
2/11/2026 Janney Montgomery Scott LLC66,111$949K0.0%+6.8%0.000%
2/11/2026 Outlook Wealth Advisors LLC119,798$1.72M0.4%-3.4%0.000%
2/11/2026 LPL Financial LLC1,799,148$25.84M0.0%+0.9%0.000%
2/11/2026 Franklin Resources Inc.293,728$4.22M0.0%+1.4%0.000%
2/11/2026 Parallel Advisors LLC10,240$147K0.0%+13.3%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.9,828$141K0.0%-14.6%0.000%
2/9/2026 Texas Capital Bank Wealth Management Services Inc159,923$2.30M0.1%+18.8%0.000%
2/9/2026 Cary Street Partners Financial LLC19,548$281K0.0%N/A0.000%
2/9/2026 HBK Sorce Advisory LLC26,747$392K0.0%+2.7%0.000%
2/9/2026 Prospera Financial Services Inc49,786$715K0.0%+178.8%0.000%
2/6/2026 Prevail Innovative Wealth Advisors LLC153,023$2.20M0.4%+6.6%0.000%
2/6/2026 HighTower Advisors LLC61,039$877K0.0%+5.4%0.000%
2/5/2026 Cornerstone Wealth Management LLC10,318$148K0.0%-12.8%0.000%
2/4/2026 Meridian Wealth Management LLC88,492$1.27M0.0%+6.9%0.000%
2/4/2026 American Institute for Advanced Investment Management LLP27,670$427K0.3%+22.1%0.000%
2/4/2026 Naples Global Advisors LLC137,363$1.97M0.1%-7.5%0.000%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC10,566$152K0.0%N/A0.000%
2/3/2026 MGO One Seven LLC15,805$227K0.0%-34.0%0.000%
2/3/2026 Kingstone Capital Partners Texas LLC253,610$3.64M2.1%+2.2%0.000%
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2/2/2026 Wolverine Asset Management LLC333,559$4.79M0.0%+169.3%0.000%
2/2/2026 Truist Financial Corp318,177$4.57M0.0%+5.1%0.000%
2/2/2026 CENTRAL TRUST Co2,500$36K0.0%N/A0.000%
2/2/2026 Mutual Advisors LLC109,361$1.57M0.0%+1.0%0.000%
1/29/2026Comerica Bank5,605$80K0.0%-49.6%0.000%
1/29/2026 D.A. Davidson & CO.22,708$326K0.0%+13.4%0.000%
1/29/2026 UBS Group AG506,663$7.28M0.0%+3.0%0.000%
1/29/2026 Obermeyer Wealth Partners69,600$999K0.0%-13.1%0.000%
1/29/2026 NBC Securities Inc.28,820$414K0.0%-2.4%0.000%
1/28/2026 PMG Family Office LLC100,863$1.45M1.7%-3.8%0.000%


ETV Institutional Ownership - Frequently Asked Questions

During the previous two years, 179 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund. The most heavily invested institutionals were LPL Financial LLC ($25.84M), Invesco Ltd. ($21.74M), Guggenheim Capital LLC ($18.75M), Raymond James Financial Inc. ($14.54M), Paragon Financial Partners Inc. ($13.53M), Bank of America Corp DE ($9.84M), and Principal Securities Inc. ($9.24M).Learn more on Eaton Vance Tax-Managed Buy-Write Opportunities Fund's institutional investors.

Of the 150 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), Raymond James Financial Inc. ($2.00M), International Assets Investment Management LLC ($1.09M), Paragon Financial Partners Inc. ($941.92K), Sims Investment Management LLC ($397.40K), Penserra Capital Management LLC ($347.60K), and Wolverine Asset Management LLC ($346.10K).

Institutional investors have bought a total of 2,998,532 shares in the last 24 months. This purchase volume represents approximately $42.66M in transactions.

Of the 51 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: Readystate Asset Management LP ($215.56K), Shaker Financial Services LLC ($98.95K), UBS Group AG ($71.98K), Cohen & Steers Inc. ($66K), Invesco Ltd. ($54.61K), Arkadios Wealth Advisors ($48.51K), and Mercer Global Advisors Inc. ADV ($39.07K).

Institutional investors have sold a total of 942,868 shares in the last 24 months. This volume of shares sold represents approximately $13.32M in transactions.



Institutional ownership data for NYSE:ETV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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