ETV Institutional Ownership
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1W: -1.6%
1M: -1.8%
3M: +0.1%
YTD: +5.8%
1Y: +7.1%
3Y: +53.5%
5Y: +34.0%
$14.94
-0.01 (-0.07%)
Weekly Expected Move ±1.7%
$14
$15
$15
$15
$15
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Institutional Ownership — ETV
205
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$330M
Total Invested
25
New Positions
68
Increased
57
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (219 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,871,053 | $28M | +151,871 | +8.8% | 61Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,869,128 | $28M | +64,599 | +3.6% | 60Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 1,457,304 | $22M | +121,946 | +9.1% | 64Q | SEC ↗ |
| 4 | Invesco Ltd. | 1,445,729 | $22M | -33,903 | -2.3% | 70Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,169,365 | $17M | +15,843 | +1.4% | 7Q | SEC ↗ |
| 6 | PARAGON FINANCIAL PARTNERS, INC. | 973,129 | $15M | -20,978 | -2.1% | 7Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 671,347 | $10M | -48,467 | -6.7% | 15Q | SEC ↗ |
| 8 | BALANCED WEALTH GROUP LLC | 617,433 | $9M | +10,479 | +1.7% | 11Q | SEC ↗ |
| 9 | PRINCIPAL SECURITIES, INC. | 591,357 | $9M | -24,383 | -4.0% | 11Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 491,893 | $7M | +55,356 | +12.7% | 83Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 482,971 | $7M | +30,189 | +6.7% | 16Q | SEC ↗ |
| 12 | UBS Group AG | 467,155 | $7M | -58,682 | -11.2% | 47Q | SEC ↗ |
| 13 | Steward Partners Investment Advisory, | 437,539 | $7M | +14,008 | +3.3% | 29Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 436,144 | $7M | +5,601 | +1.3% | 67Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 434,339 | $6M | +35,157 | +8.8% | 38Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 407,816 | $6M | +67,750 | +19.9% | 23Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 396,176 | $6M | +33,719 | +9.3% | 26Q | SEC ↗ |
| 18 | SIMS INVESTMENT MANAGEMENT, LLC | 386,085 | $6M | -1,844 | -0.5% | 7Q | SEC ↗ |
| 19 | Kingstone Capital Partners Texas, LLC | 314,746 | $5M | +7,242 | +2.4% | 7Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 309,082 | $5M | -158,677 | -33.9% | 22Q | SEC ↗ |
| 21 | FRANKLIN RESOURCES INC | 301,867 | $5M | +4,172 | +1.4% | 22Q | SEC ↗ |
| 22 | Advisors Asset Management, Inc. | 288,807 | $4M | +40,931 | +16.5% | 26Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 268,687 | $4M | +9,321 | +3.6% | 50Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 263,007 | $4M | -4,085 | -1.5% | 35Q | SEC ↗ |
| 25 | Focus Partners Wealth | 259,687 | $4M | +17,745 | +7.3% | 11Q | SEC ↗ |
| 26 | SHARPEPOINT LLC | 218,139 | $3M | +18,205 | +9.1% | 7Q | SEC ↗ |
| 27 | Thayer Partners, LLC / MA | 213,499 | $3M | +8,066 | +3.9% | 3Q | SEC ↗ |
| 28 | Beacon Pointe Advisors, LLC | 198,047 | $3M | +2,325 | +1.2% | 21Q | SEC ↗ |
| 29 | Texas Capital Bank Wealth Management S | 183,717 | $3M | +23,794 | +14.9% | 5Q | SEC ↗ |
| 30 | Advisory Solutions Group, LLC NEW | 175,159 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Emissary Wealth LLC | 174,295 | $3M | +5,473 | +3.2% | 3Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP | 165,095 | $2M | -152,354 | -48.0% | 27Q | SEC ↗ |
| 33 | PARK AVENUE SECURITIES LLC | 146,965 | $2M | +2,710 | +1.9% | 2Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 144,974 | $2M | +17,274 | +13.5% | 28Q | SEC ↗ |
| 35 | NAPLES GLOBAL ADVISORS, LLC | 133,413 | $2M | +3,000 | +2.3% | 51Q | SEC ↗ |
| 36 | Meridian Wealth Management, LLC | 127,068 | $2M | +31,045 | +32.3% | 9Q | SEC ↗ |
| 37 | Advisory Advocates, LLC | 123,408 | $2M | +10,270 | +9.1% | 3Q | SEC ↗ |
| 38 | Outlook Wealth Advisors, LLC | 120,224 | $2M | +258 | +0.2% | 25Q | SEC ↗ |
| 39 | Mutual Advisors, LLC | 119,705 | $2M | +10,213 | +9.3% | 35Q | SEC ↗ |
| 40 | IEQ CAPITAL, LLC | 110,696 | $2M | -2,269 | -2.0% | 13Q | SEC ↗ |
| 41 | Private Advisor Group, LLC | 107,608 | $2M | +23,386 | +27.8% | 33Q | SEC ↗ |
| 42 | PMG Family Office LLC | 104,440 | $2M | +1,600 | +1.6% | 4Q | SEC ↗ |
| 43 | WEDBUSH SECURITIES INC | 101,844 | $2M | -713 | -0.7% | 67Q | SEC ↗ |
| 44 | Obermeyer Wealth Partners | 101,069 | $2M | +19,436 | +23.8% | 39Q | SEC ↗ |
| 45 | COHEN & STEERS, INC. | 100,931 | $2M | — | +0.0% | 13Q | SEC ↗ |
| 46 | TWO SIGMA INVESTMENTS, LP | 99,309 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 47 | Kestra Advisory Services, LLC | 95,968 | $1M | +25,317 | +35.8% | 23Q | SEC ↗ |
| 48 | 1607 Capital Partners, LLC | 94,313 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 49 | Cresset Asset Management, LLC | 92,695 | $1M | +1,856 | +2.0% | 19Q | SEC ↗ |
| 50 | STIFEL FINANCIAL CORP | 78,280 | $1M | -361 | -0.5% | 49Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Advisory Solutions Group, LLC | 175,159 | $3M |
| Choate Investment Advisors | 45,000 | $672K |
| IHT Wealth Management, LLC | 39,500 | $590K |
| EP Wealth Advisors, LLC | 38,473 | $575K |
| IFG Advisory, LLC | 27,962 | $418K |
| XTX Topco Ltd | 22,554 | $337K |
| CAPTRUST FINANCIAL ADVISORS | 17,633 | $263K |
| Ameritas Advisory Services, LLC | 16,372 | $245K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 15,700 | $235K |
| GREENLEAF TRUST | 14,099 | $211K |
| Virtu Financial LLC | 13,346 | $199K |
| Sigma Planning Corp | 12,410 | $185K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 12,045 | $180K |
| LBMC INVESTMENT ADVISORS, LLC | 12,000 | $179K |
| MISSION WEALTH MANAGEMENT, LP | 11,748 | $176K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 11,621 | $174K |
| Kingsview Wealth Management, LLC | 10,678 | $160K |
| Markowski Investments | 3,669 | $55K |
| THURSTON, SPRINGER, MILLER, HERD & | 3,145 | $47K |
| GAMMA Investing LLC | 2,971 | $44K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | 255,669 | $4M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 153,023 | $2M |
| Logan Stone Capital, LLC | 72,440 | $1M |
| Cornerstone Advisors, LLC | 60,214 | $900K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 39,065 | $584K |
| GAMCO INVESTORS, INC. ET AL | 32,815 | $490K |
| Shaker Financial Services, LLC | 21,325 | $319K |
| Marex Group plc | 18,600 | $278K |
| Sequoia Financial Advisors, LLC | 15,900 | $238K |
| READYSTATE ASSET MANAGEMENT LP | 14,076 | $210K |
| MGO ONE SEVEN LLC | 10,444 | $156K |
| Summit Global Investments | 10,429 | $156K |
| Wealthcare Advisory Partners LLC | 10,305 | $154K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,181 | $152K |
| JANE STREET GROUP, LLC | 10,156 | $152K |
| MAI Capital Management | 2,582 | $39K |
| Advisory Services Network, LLC | 1,800 | $27K |
| Strive Financial Group ,LLC | 1,650 | $25K |
| JONES FINANCIAL COMPANIES LLLP | 1,633 | $24K |
| Garton & Associates Financial Advis | 975 | $15K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +151,871 | +8.8% | 1,871,053 |
| GUGGENHEIM CAPITAL LLC | +121,946 | +9.1% | 1,457,304 |
| Cetera Investment Advisers | +67,750 | +19.9% | 407,816 |
| MORGAN STANLEY | +64,599 | +3.6% | 1,869,128 |
| WELLS FARGO & COMPANY/MN | +55,356 | +12.7% | 491,893 |
| Advisors Asset Management, Inc. | +40,931 | +16.5% | 288,807 |
| MML INVESTORS SERVICES, LLC | +35,157 | +8.8% | 434,339 |
| OSAIC HOLDINGS, INC. | +33,719 | +9.3% | 396,176 |
| Sanctuary Advisors, LLC | +33,073 | +182.6% | 51,187 |
| Meridian Wealth Management, LLC | +31,045 | +32.3% | 127,068 |
| AMERIPRISE FINANCIAL INC | +30,189 | +6.7% | 482,971 |
| Kestra Advisory Services, LLC | +25,317 | +35.8% | 95,968 |
| Texas Capital Bank Wealth Managemen | +23,794 | +14.9% | 183,717 |
| Private Advisor Group, LLC | +23,386 | +27.8% | 107,608 |
| Obermeyer Wealth Partners | +19,436 | +23.8% | 101,069 |
| SHARPEPOINT LLC | +18,205 | +9.1% | 218,139 |
| Focus Partners Wealth | +17,745 | +7.3% | 259,687 |
| Rockefeller Capital Management L.P. | +17,274 | +13.5% | 144,974 |
| RAYMOND JAMES FINANCIAL INC | +15,843 | +1.4% | 1,169,365 |
| Steward Partners Investment Advisor | +14,008 | +3.3% | 437,539 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -158,677 | -33.9% | 309,082 |
| TRUIST FINANCIAL CORP | -152,354 | -48.0% | 165,095 |
| Mariner, LLC | -84,921 | -87.0% | 12,735 |
| UBS Group AG | -58,682 | -11.2% | 467,155 |
| BANK OF AMERICA CORP /DE | -48,467 | -6.7% | 671,347 |
| Invesco Ltd. | -33,903 | -2.3% | 1,445,729 |
| Calamos Advisors LLC | -31,609 | -74.0% | 11,105 |
| PRINCIPAL SECURITIES, INC. | -24,383 | -4.0% | 591,357 |
| PARAGON FINANCIAL PARTNERS, INC. | -20,978 | -2.1% | 973,129 |
| Curi Capital, LLC | -15,358 | -23.6% | 49,640 |
| Gladstone Institutional Advisory LL | -14,493 | -32.8% | 29,630 |
| Medallion Wealth Advisors, LLC | -6,700 | -90.8% | 675 |
| Corient Private Wealth LP | -5,805 | -21.4% | 21,370 |
| Kovack Advisors, Inc. | -4,813 | -11.3% | 37,640 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,085 | -1.5% | 263,007 |
| MONTAG A & ASSOCIATES INC | -3,900 | -66.1% | 2,000 |
| CARY STREET PARTNERS FINANCIAL LLC | -3,596 | -20.1% | 14,252 |
| Stolper Co | -3,257 | -23.9% | 10,394 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | -3,141 | -10.1% | 27,805 |
| Janney Montgomery Scott LLC | -3,012 | -4.4% | 65,264 |