Who Owns Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV)?Hedge Fund & Institutional Holders

$14.10-0.14 (-0.98%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.500025000202322e+196T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$11.53$12.34$13.15$13.97$14.78Aug 24Jun 25Mar 26

ETV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BALANCED WEALTH GROUP LLCNew Position+572K+$8.2M
SIMS INVESTMENT MANAGEMENT, LLCNew Position+389K+$5.6M
WOLVERINE ASSET MANAGEMENT LLCNew Position+334K+$4.8M
TRUIST FINANCIAL CORPNew Position+318K+$4.6M
ENVESTNET ASSET MANAGEMENT INCNew Position+303K+$4.0M
Kingstone Capital Partners Texas, LLCNew Position+254K+$3.6M
Shaker Financial Services, LLCNew Position+224K+$3.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+252K+$3.0M
Thayer Partners, LLC / MANew Position+201K+$2.9M
Emissary Wealth LLCNew Position+168K+$2.4M
NAPLES GLOBAL ADVISORS, LLCNew Position+137K+$2.0M
Outlook Wealth Advisors, LLCNew Position+120K+$1.7M
Mutual Advisors, LLCNew Position+109K+$1.6M
Meridian Wealth Management, LLCNew Position+88K+$1.3M
Logan Stone Capital, LLCNew Position+72K+$1.0M

ETV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-8K-$25.9B
Invesco Ltd.Decreased-55K-$22.3B
BANK OF AMERICA CORP /DE/Decreased-96K-$11.4B
PRINCIPAL SECURITIES, INC.Decreased-10K-$9.3B
OSAIC HOLDINGS, INC.Decreased-28K-$6.9B
MML INVESTORS SERVICES, LLCDecreased-3K-$6.6B
ROYAL BANK OF CANADADecreased-7K-$6.3B
Cornerstone Advisors, LLCDecreased-256K-$4.5B
Mariner, LLCDecreased-28K-$2.1B
Karpus Management, Inc.Closed Position-150K-$2.1B
IEQ CAPITAL, LLCDecreased-126-$1.9B
Private Advisor Group, LLCDecreased-38K-$1.7B
PMG Family Office LLCDecreased-4K-$1.5B
NewEdge Advisors, LLCDecreased-4K-$1.0B
MERCER GLOBAL ADVISORS INC /ADVDecreased-39K-$956.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC1,799,148$25.0M0.01%Share
2MORGAN STANLEY1,809,386$25.0M0.00%Share
3Invesco Ltd.1,408,951$20.2M0.00%Share
4GUGGENHEIM CAPITAL LLC1,305,072$18.0M0.13%Share
5PARAGON FINANCIAL PARTNERS, INC.941,916$13.5M8.32%Share
6RAYMOND JAMES FINANCIAL INC754,037$10.0M0.00%Share
7BANK OF AMERICA CORP /DE/646,138$9.0M0.00%Share
8PRINCIPAL SECURITIES, INC.643,122$9.0M0.14%Share
9BALANCED WEALTH GROUP LLC571,980$8.2M2.98%Share
10UBS Group AG469,251$6.7M0.00%Share
11ROYAL BANK OF CANADA438,114$6.0M0.00%Share
12MML INVESTORS SERVICES, LLC463,497$6.0M0.01%Share
13AMERIPRISE FINANCIAL INC431,929$6.0M0.00%Share
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO65,299$5.7M0.00%Share
15SIMS INVESTMENT MANAGEMENT, LLC388,911$5.6M1.97%Share
16OSAIC HOLDINGS, INC.392,442$5.0M0.01%Share
17WOLVERINE ASSET MANAGEMENT LLC333,559$4.8M0.04%Share
18TRUIST FINANCIAL CORP318,177$4.6M0.01%Share
19ENVESTNET ASSET MANAGEMENT INC302,635$4.0M0.00%Share
20WELLS FARGO & COMPANY/MN306,647$4.0M0.00%Share
21RAYMOND JAMES FINANCIAL INC340,747$4.0M0.00%Share
22FRANKLIN RESOURCES INC293,728$4.0M0.00%Share
23Steward Partners Investment Advisory, LLC335,989$4.0M0.02%Share
24Kingstone Capital Partners Texas, LLC253,610$3.6M2.12%Share
25READYSTATE ASSET MANAGEMENT LP229,639$3.3M0.13%Share
26Shaker Financial Services, LLC223,653$3.2M1.02%Share
27COMMONWEALTH EQUITY SERVICES, LLC252,045$3.0M0.00%Share
28Cambridge Investment Research Advisors, Inc.256,548$3.0M0.01%Share
29Thayer Partners, LLC / MA201,244$2.9M1.40%Share
30SHARPEPOINT LLC183,347$2.6M1.58%Share
31Emissary Wealth LLC168,397$2.4M2.03%Share
32Texas Capital Bank Wealth Management Services Inc159,923$2.3M0.13%Share
33PREVAIL INNOVATIVE WEALTH ADVISORS, LLC153,023$2.2M0.39%Share
34Beacon Pointe Advisors, LLC189,158$2.0M0.01%Share
35Advisors Asset Management, Inc.196,824$2.0M0.03%Share
36NAPLES GLOBAL ADVISORS, LLC137,363$2.0M0.15%Share
37Outlook Wealth Advisors, LLC119,798$1.7M0.39%Share
38Mutual Advisors, LLC109,361$1.6M0.03%Share
39Invesco Ltd.104,959$1.5M0.00%Share
40PMG Family Office LLC100,863$1.4M1.67%Share
411607 Capital Partners, LLC94,313$1.4M0.09%Share
42COHEN & STEERS, INC.90,931$1.3M0.00%Share
43Meridian Wealth Management, LLC88,492$1.3M0.04%Share
44Logan Stone Capital, LLC72,440$1.0M0.26%Share
45IEQ CAPITAL, LLC131,076$1.0M0.00%Share
46WEDBUSH SECURITIES INC112,278$1.0M0.03%Share
47Private Advisor Group, LLC84,489$1.0M0.00%Share
48TWO SIGMA INVESTMENTS, LP105,517$1.0M0.00%Share
49Mariner, LLC85,980$1.0M0.00%Share
50STIFEL FINANCIAL CORP76,451$1.0M0.00%Share

ETV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025179$286.5M+60
Q3 2025119$242.0B-51
Q2 2025170$210.4B-2
Q1 2025172$243.7B+20
Q4 2024152$20.4T+34
Q3 2024118$153.2T+4
Q2 2024114$163.5T+8
Q1 2024106$144.4T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold ETV (Eaton Vance Tax-Managed Buy-Write Opportunities Fund). The largest holder is LPL Financial LLC with $25.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own ETV?

As of Q4 2025, 50 institutional investors report holding ETV (Eaton Vance Tax-Managed Buy-Write Opportunities Fund) in their 13F filings.

Who is the largest institutional holder of ETV?

The largest institutional holder of ETV is LPL Financial LLC with $25.0M in shares.

Is institutional ownership of ETV increasing or decreasing?

This quarter, 15 institutions opened new positions in ETV and 1 closed their positions.