Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) — Institutional Holders, Q2 2026
193 institutional investment managers reported a ETV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $333.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ETV in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- LPL FinancialAdded · +151,871 sh+$2.3M
- GUGGENHEIM CAPITALAdded · +121,946 sh+$1.8M
- Cetera Investment AdvisersAdded · +67,750 sh+$1.0M
- NewEdge AdvisorsNew · +66,958 sh+$996.3K
- MORGAN STANLEYAdded · +64,599 sh+$961.2K
Biggest sellers
- WOLVERINE ASSET MANAGEMENTSold out · -255,669 sh-$3.8M
- ENVESTNET ASSET MANAGEMENTTrimmed · -158,677 sh-$2.4M
- TRUIST FINANCIALTrimmed · -152,354 sh-$2.3M
- MarinerTrimmed · -84,921 sh-$1.3M
- UBS Group AGTrimmed · -58,682 sh-$873.2K
ETV 13F holders ranked 1–100 of 193
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | LPL Financial#1 · 1,871,053 sh | 1,871,053 | $27.8M | <0.01% | +8.8% |
| 2 | MORGAN STANLEY#2 · 1,869,128 sh | 1,869,128 | $27.8M | <0.01% | +3.6% |
| 3 | GUGGENHEIM CAPITAL#3 · 1,457,304 sh | 1,457,304 | $21.7M | 0.14% | +9.1% |
| 4 | Invesco Ltd.#4 · 1,445,729 sh | 1,445,729 | $21.5M | <0.01% | -2.3% |
| 5 | RAYMOND JAMES FINANCIAL#5 · 1,169,365 sh | 1,169,365 | $17.4M | <0.01% | +1.4% |
| 6 | PARAGON FINANCIAL PARTNERS#6 · 973,129 sh | 973,129 | $14.3M | 7.62% | -2.1% |
| 7 | BANK OF AMERICA#7 · 671,347 sh | 671,347 | $10.0M | <0.01% | -6.7% |
| 8 | BALANCED WEALTH GROUP#8 · 617,433 sh | 617,433 | $9.2M | 2.90% | +1.7% |
| 9 | PRINCIPAL SECURITIES#9 · 591,357 sh | 591,357 | $8.8M | 0.11% | -4.0% |
| 10 | WELLS FARGO & COMPANY#10 · 491,893 sh | 491,893 | $7.3M | <0.01% | +12.7% |
| 11 | AMERIPRISE FINANCIAL#11 · 482,971 sh | 482,971 | $7.2M | <0.01% | +6.7% |
| 12 | UBS Group AG#12 · 467,155 sh | 467,155 | $7.0M | <0.01% | -11.2% |
| 13 | Steward Partners Investment Advisory#13 · 437,539 sh | 437,539 | $6.5M | 0.03% | +3.3% |
| 14 | ROYAL BANK OF CANADA#14 · 436,144 sh | 436,144 | $6.5M | <0.01% | +1.3% |
| 15 | MML INVESTORS SERVICES#15 · 434,339 sh | 434,339 | $6.5M | 0.01% | +8.8% |
| 16 | Cetera Investment Advisers#16 · 407,816 sh | 407,816 | $6.1M | <0.01% | +19.9% |
| 17 | OSAIC#17 · 396,176 sh | 396,176 | $5.9M | <0.01% | +9.3% |
| 18 | SIMS INVESTMENT MANAGEMENT#18 · 386,085 sh | 386,085 | $5.7M | — | -0.5% |
| 19 | Kingstone Capital Partners Texas#19 · 314,746 sh | 314,746 | $4.7M | 2.49% | +2.4% |
| 20 | ENVESTNET ASSET MANAGEMENT#20 · 309,082 sh | 309,082 | $4.6M | <0.01% | -33.9% |
| 21 | FRANKLIN RESOURCES#21 · 301,867 sh | 301,867 | $4.5M | <0.01% | +1.4% |
| 22 | Advisors Asset Management#22 · 288,807 sh | 288,807 | $4.3M | 0.07% | +16.5% |
| 23 | Cambridge Investment Research Advisors#23 · 268,687 sh | 268,687 | $4.0M | <0.01% | +3.6% |
| 24 | COMMONWEALTH EQUITY SERVICES#24 · 263,007 sh | 263,007 | $3.9M | <0.01% | -1.5% |
| 25 | Focus Partners Wealth#25 · 259,687 sh | 259,687 | $3.9M | <0.01% | +7.3% |
| 26 | SHARPEPOINT#26 · 218,139 sh | 218,139 | $3.2M | 1.63% | +9.1% |
| 27 | Thayer Partners, / MA#27 · 213,499 sh | 213,499 | $3.2M | 1.32% | +3.9% |
| 28 | Beacon Pointe Advisors#28 · 198,047 sh | 198,047 | $2.9M | 0.01% | +1.2% |
| 29 | Texas Capital Bank Wealth Management Services#29 · 183,717 sh | 183,717 | $2.7M | 0.15% | +14.9% |
| 30 | Advisory Solutions Group#30 · 175,159 sh | 175,159 | $2.6M | — | — |
| 31 | Emissary Wealth#31 · 174,295 sh | 174,295 | $2.6M | 1.98% | +3.2% |
| 32 | TRUIST FINANCIAL#32 · 165,095 sh | 165,095 | $2.5M | <0.01% | -48.0% |
| 33 | PARK AVENUE SECURITIES#33 · 146,965 sh | 146,965 | $2.2M | — | +1.9% |
| 34 | Rockefeller Capital Management L.P.#34 · 144,974 sh | 144,974 | $2.2M | <0.01% | +13.5% |
| 35 | NAPLES GLOBAL ADVISORS#35 · 133,413 sh | 133,413 | $2.0M | 0.12% | +2.3% |
| 36 | Meridian Wealth Management#36 · 127,068 sh | 127,068 | $1.9M | 0.06% | +32.3% |
| 37 | Advisory Advocates#37 · 123,408 sh | 123,408 | $1.8M | 1.57% | +9.1% |
| 38 | Outlook Wealth Advisors#38 · 120,224 sh | 120,224 | $1.8M | 0.39% | +0.2% |
| 39 | Mutual Advisors#39 · 119,705 sh | 119,705 | $1.8M | 0.03% | +9.3% |
| 40 | IEQ CAPITAL#40 · 110,696 sh | 110,696 | $1.6M | <0.01% | -2.0% |
| 41 | Private Advisor Group#41 · 107,608 sh | 107,608 | $1.6M | <0.01% | +27.8% |
| 42 | PMG Family Office#42 · 104,440 sh | 104,440 | $1.6M | — | +1.6% |
| 43 | WEDBUSH SECURITIES#43 · 101,844 sh | 101,844 | $1.5M | — | -0.7% |
| 44 | Obermeyer Wealth Partners#44 · 101,069 sh | 101,069 | $1.5M | — | +23.8% |
| 45 | COHEN & STEERS#45 · 100,931 sh | 100,931 | $1.5M | <0.01% | 0.0% |
| 46 | TWO SIGMA INVESTMENTS#46 · 99,309 sh | 99,309 | $1.5M | <0.01% | 0.0% |
| 47 | Kestra Advisory Services#47 · 95,968 sh | 95,968 | $1.4M | <0.01% | +35.8% |
| 48 | 1607 Capital Partners#48 · 94,313 sh | 94,313 | $1.4M | 0.12% | 0.0% |
| 49 | Cresset Asset Management#49 · 92,695 sh | 92,695 | $1.4M | <0.01% | +2.0% |
| 50 | STIFEL FINANCIAL#50 · 78,280 sh | 78,280 | $1.2M | <0.01% | -0.5% |
| 51 | Equitable#51 · 66,960 sh | 66,960 | $996.4K | <0.01% | +91.3% |
| 52 | NewEdge Advisors#52 · 66,958 sh | 66,958 | $996.3K | <0.01% | New |
| 53 | Prospera Financial Services#53 · 66,563 sh | 66,563 | $990.5K | 0.01% | +9.7% |
| 54 | Janney Montgomery Scott#54 · 65,264 sh | 65,264 | $971.0K | <0.01% | -4.4% |
| 55 | OPPENHEIMER#55 · 64,549 sh | 64,549 | $960.5K | — | -2.3% |
| 56 | HighTower Advisors#56 · 59,411 sh | 59,411 | $884.0K | <0.01% | +0.3% |
| 57 | Focus Financial Network#57 · 54,625 sh | 54,625 | $812.8K | — | -3.5% |
| 58 | Sanctuary Advisors#58 · 51,187 sh | 51,187 | $761.7K | <0.01% | +182.6% |
| 59 | RMB Capital Management#59 · 49,640 sh | 49,640 | $738.6K | 0.01% | -23.6% |
| 60 | Creative Planning#60 · 47,322 sh | 47,322 | $704.2K | <0.01% | -1.3% |
| 61 | Wealth Alliance Advisory Group#61 · 46,649 sh | 46,649 | $694.1K | — | 0.0% |
| 62 | Choate Investment Advisors#62 · 45,000 sh | 45,000 | $669.6K | 0.01% | New |
| 63 | WCG Wealth Advisors#63 · 44,997 sh | 44,997 | $669.6K | 0.02% | -0.6% |
| 64 | SteelPeak Wealth#64 · 42,685 sh | 42,685 | $635.2K | — | +1.9% |
| 65 | Spartan Wealth Advisory Services#65 · 41,625 sh | 41,625 | $619.4K | 0.05% | 0.0% |
| 66 | COMMONS CAPITAL#66 · 40,582 sh | 40,582 | $603.9K | 0.42% | +5.9% |
| 67 | IHT Wealth Management#67 · 39,500 sh | 39,500 | $587.8K | 0.01% | New |
| 68 | Summit Financial#68 · 38,604 sh | 38,604 | $574.4K | <0.01% | -1.8% |
| 69 | EP Wealth Advisors#69 · 38,473 sh | 38,473 | $572.5K | <0.01% | New |
| 70 | MERCER GLOBAL ADVISORS#70 · 38,495 sh | 38,495 | $571.7K | <0.01% | +22.4% |
| 71 | Kovack Advisors#71 · 37,640 sh | 37,640 | $561.8K | 0.03% | -11.3% |
| 72 | WEALTH EFFECTS#72 · 36,685 sh | 36,685 | $545.9K | — | +0.2% |
| 73 | FIFTH THIRD BANCORP#73 · 36,021 sh | 36,021 | $536.0K | <0.01% | -2.8% |
| 74 | STABLEFORD CAPITAL II#74 · 34,880 sh | 34,880 | $519.0K | — | 0.0% |
| 75 | Western Wealth Management#75 · 33,229 sh | 33,229 | $494.4K | 0.02% | 0.0% |
| 76 | Essex Financial Services#76 · 31,476 sh | 31,476 | $468.4K | 0.02% | +1.8% |
| 77 | WILEY BROS.-AINTREE CAPITAL#77 · 30,706 sh | 30,706 | $456.9K | <0.01% | +0.6% |
| 78 | American Institute for Advanced Investment Management, LLP#78 · 28,770 sh | 28,770 | $452.8K | 0.26% | 0.0% |
| 79 | Gladstone Institutional Advisory#79 · 29,630 sh | 29,630 | $440.9K | 0.01% | -32.8% |
| 80 | NBC SECURITIES#80 · 28,820 sh | 28,820 | $428.8K | — | 0.0% |
| 81 | HBK Sorce Advisory#81 · 28,018 sh | 28,018 | $418.6K | <0.01% | +0.6% |
| 82 | IFG Advisory#82 · 27,962 sh | 27,962 | $416.1K | 0.01% | New |
| 83 | INTEGRATED CAPITAL MANAGEMENT#83 · 27,805 sh | 27,805 | $413.7K | — | -10.1% |
| 84 | Dynamic Advisor Solutions#84 · 26,640 sh | 26,640 | $396.4K | — | +0.4% |
| 85 | Triumph Capital Management#85 · 25,046 sh | 25,046 | $372.7K | — | +6.5% |
| 86 | Everstar Asset Management#86 · 24,960 sh | 24,960 | $371.4K | 0.18% | 0.0% |
| 87 | MCCARTER PRIVATE WEALTH SERVICES#87 · 23,852 sh | 23,852 | $354.9K | — | +78.5% |
| 88 | SHIKIAR ASSET MANAGEMENT#88 · 23,075 sh | 23,075 | $343.0K | — | 0.0% |
| 89 | XTX Topco Ltd#89 · 22,554 sh | 22,554 | $335.6K | <0.01% | New |
| 90 | Corient Private Wealth#90 · 21,370 sh | 21,370 | $318.0K | <0.01% | -21.4% |
| 91 | Belpointe Asset Management#91 · 20,397 sh | 20,397 | $303.5K | <0.01% | -9.0% |
| 92 | Fortis Capital Advisors#92 · 20,397 sh | 20,397 | $303.5K | 0.03% | -9.0% |
| 93 | Summit Investment Advisory Services#93 · 18,826 sh | 18,826 | $280.1K | 0.07% | +2.0% |
| 94 | Westend Capital Management#94 · 18,773 sh | 18,773 | $279.3K | 0.06% | 0.0% |
| 95 | D.A. DAVIDSON#95 · 18,206 sh | 18,206 | $270.9K | <0.01% | -10.8% |
| 96 | J.W. COLE ADVISORS#96 · 18,137 sh | 18,137 | $269.9K | <0.01% | +52.6% |
| 97 | Stratos Wealth Advisors#97 · 17,751 sh | 17,751 | $264.1K | 0.01% | 0.0% |
| 98 | Baird Financial Group#98 · 17,681 sh | 17,681 | $263.1K | <0.01% | 0.0% |
| 99 | CAPTRUST FINANCIAL ADVISORS#99 · 17,633 sh | 17,633 | $262.4K | <0.01% | New |
| 100 | SILVERLAKE WEALTH MANAGEMENT#100 · 17,242 sh | 17,242 | $256.6K | — | 0.0% |
Funds that sold out of ETV in Q2 2026 (12)
Held ETV at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT255,669 sh | 255,669 | $3.5M |
| GAMCO INVESTORS, ET AL32,815 sh | 32,815 | $448.6K |
| Shaker Financial Services21,325 sh | 21,325 | $291.5K |
| Sequoia Financial Advisors15,900 sh | 15,900 | $217.4K |
| READYSTATE ASSET MANAGEMENT14,076 sh | 14,076 | $192.4K |
| MGO ONE SEVEN10,444 sh | 10,444 | $142.8K |
| Wealthcare Advisory Partners10,305 sh | 10,305 | $140.9K |
| JANE STREET GROUP10,156 sh | 10,156 | $138.8K |
| MAI Capital Management2,582 sh | 2,582 | $35.3K |
| Advisory Services Network1,800 sh | 1,800 | $24.6K |
| JONES FINANCIAL COMPANIES LLLP1,633 sh | 1,633 | $21.7K |
| Kilter Group935 sh | 935 | $12.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.