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Eaton Vance Tax-Managed Buy-Write Opportunities Fund hedge fund holdings

ETVNYSE
$14.94-0.01 (-0.07%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

ETV · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+4.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20254442$24.4M$11.2M173Aug 14, 2025
Q3 20254330$20.4M$13.8M177Nov 14, 2025
Q4 20254043$17.9M$17.8M172Feb 14, 2026
Q1 20263847$19.2M$20.1M173May 15, 2026
Q2 20264834$22.1M$13.7M182Aug 14, 2026

Quarterly action breakdown

Q2 2026
182 filers
New position
19
$4.83M+324K sh
Increased
29
$17.3M+1.16M sh
Reduced
24
-$8.18M-550K sh
Out / sold
10
-$5.57M-374K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Guggenheim Capital LLCAdded 9.13%+$1.81M$21.7M0.14%Aug 12, 2026
Choate Investment AdvisorsNew Buy+$670K$670K0.01%Aug 11, 2026
MML Investors Services, LLCAdded 8.81%+$523K$6.46M0.01%Aug 7, 2026
Calamos Advisors LLCReduce 74.00%-$470K$165K0.00%Jul 31, 2026
IFG Advisory, LLCNew Buy+$416K$416K0.01%Aug 14, 2026
Principal Securities, Inc.Reduce 3.96%-$363K$8.8M0.11%Aug 4, 2026
Paragon Financial Partners, Inc.Reduce 2.11%-$308K$14.3M7.62%Aug 7, 2026
Shaker Financial Services, LLCSell 100%-$292K$00.00%Jul 15, 2026
Obermeyer Wealth PartnersAdded 23.81%+$289K$1.5M0.06%Jul 29, 2026
Sharpepoint LLCAdded 9.11%+$271K$3.25M1.63%Jul 29, 2026
Leavell Investment Management, Inc.New Buy+$234K$234K0.01%Jul 21, 2026
Curi Capital, LLCReduce 23.63%-$229K$739K0.01%Aug 14, 2026
Sequoia Financial Advisors, LLCSell 100%-$217K$00.00%Jul 17, 2026
Gladstone Institutional Advisory LLCReduce 32.85%-$216K$441K0.01%Jul 27, 2026
Greenleaf TrustNew Buy+$210K$210K0.00%Jul 21, 2026
Readystate Asset Management LPSell 100%-$192K$00.00%Aug 14, 2026
Sigma Planning CorpNew Buy+$185K$185K0.00%Aug 7, 2026
GRIMES & Co WEALTH MANAGEMENT, LLCNew Buy+$179K$179K0.00%Jul 17, 2026
LBMC Investment Advisors, LLCNew Buy+$179K$179K0.01%Aug 10, 2026
Mission Wealth Management, LPNew Buy+$175K$175K0.00%Jul 20, 2026
Kingsview Wealth Management, LLCNew Buy+$159K$159K0.00%Aug 19, 2026
Mccarter Private Wealth Services LLCAdded 78.53%+$156K$355K0.12%Aug 5, 2026
Balanced Wealth Group LLCAdded 1.73%+$156K$9.19M2.90%Aug 10, 2026
Advisory Advocates, LLCAdded 9.08%+$153K$1.84M1.57%Aug 10, 2026
Mutual Advisors, LLCAdded 9.33%+$152K$1.78M0.03%Aug 14, 2026
Mgo One Seven LLCSell 100%-$143K$00.00%Jul 31, 2026
Thayer Partners, LLC / MAAdded 3.93%+$120K$3.18M1.32%Jul 31, 2026
Kingstone Capital Partners Texas, LLCAdded 2.36%+$108K$4.68M2.49%Aug 11, 2026
Prospera Financial Services IncAdded 9.72%+$87.7K$991K0.01%Jul 15, 2026
Emissary Wealth LLCAdded 3.24%+$81.4K$2.59M1.98%Jul 28, 2026
Kovack Advisors, Inc.Reduce 11.34%-$71.8K$562K0.03%Jul 29, 2026
Montag A & Associates IncReduce 66.10%-$58K$29.8K0.00%Aug 5, 2026
Cary Street Partners Financial LLCReduce 20.15%-$53.5K$212K0.00%Jul 17, 2026
Integrated Capital Management, Inc.Reduce 10.15%-$46.7K$414K0.29%Jul 7, 2026
Naples Global Advisors, LLCAdded 2.30%+$44.6K$1.99M0.12%Jul 23, 2026
Park Avenue Securities LLCAdded 1.88%+$40.3K$2.19M0.01%Jul 20, 2026
Commons Capital, LLCAdded 5.86%+$33.5K$604K0.42%Jul 30, 2026
D.A. Davidson & Co.Reduce 10.82%-$32.9K$271K0.00%Jul 24, 2026
Belpointe Asset Management LLCReduce 9.00%-$30K$304K0.01%Jul 31, 2026
Fortis Capital Advisors, LLCReduce 9.00%-$30K$304K0.03%Jul 31, 2026
Olistico Wealth, LLCReduce 31.25%-$29.8K$65.5K0.03%Jul 13, 2026
Focus Financial Network, Inc.Reduce 3.45%-$29.1K$813K0.03%Jul 9, 2026
Cresset Asset Management, LLCAdded 2.04%+$27.6K$1.38M0.01%Aug 14, 2026
Sims Investment Management, LLCReduce 0.48%-$27.4K$5.74M1.78%Jul 21, 2026
PMG Family Office LLCAdded 1.56%+$23.8K$1.55M1.43%Jul 16, 2026
Triumph Capital ManagementAdded 6.45%+$22.6K$373K0.07%Jul 21, 2026
Oppenheimer & Co IncReduce 2.27%-$22.3K$960K0.01%Aug 3, 2026
M.E. Allison & Co., Inc.Reduce 9.25%-$20.2K$198K0.11%Jul 7, 2026
Stratos Wealth Partners, LTD.Reduce 7.40%-$19.9K$250K0.00%Aug 11, 2026
Insigneo Advisory Services, LLCReduce 8.46%-$14.9K$161K0.01%Aug 14, 2026
SteelPeak Wealth, LLCAdded 1.85%+$11.6K$635K0.02%Jul 13, 2026
Wedbush Securities IncReduce 0.70%-$10.6K$1.52M0.04%Jul 28, 2026
Summit Financial, LLCReduce 1.78%-$10.4K$574K0.01%Aug 12, 2026
Essex Financial Services, Inc.Added 1.76%+$8.08K$468K0.02%Aug 10, 2026
Bellevue Asset Management, LLCAdded 179.58%+$6.93K$10.8K0.01%Aug 4, 2026
Summit Investment Advisory Services, LLCAdded 2.03%+$5.58K$280K0.07%Jul 24, 2026
Cannon Advisors, Inc.Added 2.03%+$4.44K$223K0.14%Jul 15, 2026
Outlook Wealth Advisors, LLCAdded 0.22%+$3.84K$1.79M0.39%Aug 3, 2026
WCG Wealth Advisors LLCReduce 0.56%-$3.75K$670K0.02%Aug 14, 2026
Rhodes Investment Advisors IncAdded 2.33%+$3.72K$164K0.12%Jul 28, 2026
Thrivent Financial for LutheransReduce 1.64%-$3.58K$215K0.00%Aug 14, 2026
Institute for Wealth Management, LLC.New Buy+$3.27K$3.27K0.00%Jul 28, 2026
Investor's Fiduciary Advisor Network, LLCAdded 1.78%+$3.21K$184K0.06%Aug 13, 2026
&PartnersAdded 0.59%+$2.66K$457K0.00%Aug 14, 2026
HBK Sorce Advisory LLCAdded 0.61%+$2.56K$419K0.01%Aug 6, 2026
JFS Wealth Advisors, LLCNew Buy+$1.62K$1.62K0.00%Jul 10, 2026
Axiom Investment Management LLCAdded 2.72%+$1.49K$56.1K0.04%Jul 31, 2026
Focused Wealth Management, IncAdded 0.62%+$1.16K$188K0.02%Aug 7, 2026
Wealth Effects LLCAdded 0.18%+$997$546K0.15%Aug 6, 2026
Diversified Enterprises, LLCAdded 0.39%+$967$248K0.01%Jul 31, 2026
Whittier Trust Co of Nevada IncAdded 0.71%+$826$117K0.00%Jul 28, 2026
Cornerstone Wealth Management, LLCAdded 0.39%+$595$155K0.01%Jul 22, 2026
Main Street Group, LTDAdded 0.51%+$357$70.7K0.02%Jul 13, 2026
Frazier Financial Advisors, LLCAdded 1.99%+$104$5.33K0.00%Aug 10, 2026

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