Eaton Vance T/M Buy-Writ OppETV
13F holders, Q1 2025 (March 31)177holders
16new positions
14sold out
1famous investor
$13.24avg. 13F price*
At the end of Q1 2025, 177 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings, unchanged from Q4 2024. 16 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($23.5M), LPL Financial LLC ($22.3M) and Invesco Ltd. ($19.4M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Eaton Vance T/M Buy-Writ Opp
- CUSIP
- 27828Y108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.6M |
| Exits | 14 | $8.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,460,491 shares bought and 1,742,279 shares sold, net −281,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| Morgan Stanley | 0.00% | Reduce -4.2% | 1,775,298 | $23.5M |
| LPL Financial LLC | 0.01% | Add +5.8% | 1,684,959 | $22.3M |
| Invesco Ltd. | 0.00% | Add +1.5% | 1,468,301 | $19.4M |
| Guggenheim Capital LLC | 0.16% | Reduce -1.6% | 1,298,255 | $17.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 981,707 | $13.0M |
| Paragon Financial Partners, Inc. | 8.46% | Add +5.8% | 817,222 | $10.8M |
| Bank of America Corp. | 0.00% | Add +11.8% | 726,426 | $9.6M |
| UBS Group AG | 0.00% | Reduce -4.5% | 625,083 | $8.3M |
| Principal Securities, Inc. | 0.18% | Add +0.7% | 557,451 | $8.0M |
| Balanced Wealth Group LLC | 3.46% | Reduce -0.8% | 541,422 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Add +80.1% | 513,543 | $6.8M |
| MML Investors Services, LLC | 0.02% | Add +55.4% | 455,751 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +47.0% | 406,229 | $5.4M |
| Sims Investment Management, LLC | 2.34% | Add +0.7% | 395,917 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +12.3% | 386,663 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 350,271 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 309,423 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 307,064 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +1.3% | 298,356 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -4.8% | 295,426 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.2% | 272,239 | $3.6M |
| Kingstone Capital Partners Texas, LLC | 2.82% | Add +17.3% | 265,231 | $3.5M |
| Cornerstone Advisors, LLC | 0.14% | Reduce -70.1% | 252,619 | $3.3M |
| Karpus Management, Inc. | 0.10% | Reduce -6.8% | 242,724 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1050.0% | 238,415 | $3.1M |
| Cohen & Steers, Inc. | 0.00% | Reduce -3.8% | 201,931 | $2.7M |
| Naples Global Advisors, LLC | 0.24% | Reduce -6.1% | 193,888 | $2.6M |
| Ieq Capital, LLC | 0.02% | Add +26.0% | 162,975 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -1.2% | 159,963 | $2.1M |
| Sharpepoint LLC | 1.78% | Add +28.5% | 156,540 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +1.8% | 152,099 | $2.0M |
| Outlook Wealth Advisors, LLC | 0.51% | Add +32.5% | 139,124 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -15.8% | 122,991 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Add +0.7% | 124,445 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Reduce -1.0% | 115,266 | $1.5M |
| Investment Planning Advisors, Inc. | 0.60% | Reduce -26.4% | 112,591 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +4.3% | 102,222 | $1.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.35% | Add +28.6% | 98,770 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +0.2% | 93,976 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +2.1% | 83,444 | $1.1M |
| Obermeyer Wealth Partners | 0.05% | Reduce -24.3% | 75,280 | $994K |
| Shaker Financial Services, LLC | 0.38% | Reduce -61.8% | 73,618 | $972K |
| Stifel Financial Corp. | 0.00% | Add +13.6% | 71,822 | $949K |
| Meridian Wealth Management, LLC | 0.05% | Add +14.3% | 71,360 | $943K |
| Curi Capital, LLC | 0.02% | Add +5.7% | 70,752 | $935K |
| Rockefeller Capital Management L.P. | 0.00% | Add +25.3% | 66,444 | $878K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.5% | 65,490 | $865K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.8% | 65,456 | $865K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.6% | 63,128 | $834K |
| Arkadios Wealth Advisors | 0.03% | No change | 58,766 | $776K |
| Focus Financial Network, Inc. | 0.03% | Reduce -1.4% | 52,963 | $700K |
| HighTower Advisors, LLC | 0.00% | Add +1.8% | 49,303 | $651K |
| Wealth Alliance Advisory Group, LLC | 0.13% | No change | 47,046 | $621K |
| SteelPeak Wealth, LLC | 0.03% | Add +0.6% | 44,436 | $587K |
| Creative Planning | 0.00% | Reduce -0.4% | 43,977 | $581K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +0.2% | 38,255 | $505K |
| Wealth Effects LLC | 0.21% | Reduce -2.1% | 37,454 | $495K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.2% | 36,363 | $480K |
| IFG Advisory, LLC | 0.02% | No change | 33,785 | $446K |
| Stableford Capital II LLC | 0.19% | No change | 36,303 | $446K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -9.4% | 33,229 | $439K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 33,038 | $436K |
| Keeley-Teton Advisors, LLC | 0.05% | No change | 32,815 | $433K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +3.3% | 32,148 | $425K |
| Avory & Company, LLC | 0.26% | No change | 30,308 | $400K |
| Lanark Financial, Inc. | 0.03% | — | 29,520 | $389K |
| Essex Financial Services, Inc. | 0.03% | Add +2.4% | 28,767 | $380K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 28,674 | $379K |
| WCG Wealth Advisors LLC | 0.03% | New | 28,400 | $375K |
| Focus Partners Wealth | 0.00% | Reduce -0.9% | 27,664 | $365K |
| Everstar Asset Management, LLC | 0.24% | Reduce -18.9% | 27,060 | $357K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -10.8% | 26,357 | $348K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -24.9% | 26,147 | $345K |
| Flputnam Investment Management Co. | 0.01% | Add +6.7% | 24,628 | $325K |
| Fortis Capital Advisors, LLC | 0.06% | New | 24,098 | $318K |
| Belpointe Asset Management LLC | 0.02% | New | 24,098 | $318K |
| American Institute for Advanced Investment Management, LLP | 0.24% | Add +5.0% | 23,739 | $314K |
| &partners | 0.00% | No change | 22,695 | $302K |
| Triumph Capital Management | 0.10% | Add +9.0% | 22,490 | $297K |
| Mgo One Seven LLC | 0.01% | Add +20.0% | 20,471 | $270K |
| Commons Capital, LLC | 0.25% | Add +5.0% | 20,243 | $267K |
| Prospera Financial Services Inc | 0.01% | Reduce -41.9% | 18,334 | $242K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.3% | 18,232 | $241K |
| Corient Private Wealth LP | 0.00% | No change | 18,175 | $240K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.6% | 17,991 | $238K |
| Sanctuary Advisors, LLC | 0.00% | No change | 17,863 | $236K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 17,751 | $234K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.5% | 17,496 | $231K |
| Equitable Holdings, Inc. | 0.00% | Reduce -17.2% | 17,363 | $229K |
| Westend Capital Management, LLC | 0.09% | Reduce -35.5% | 17,358 | $229K |
| TCFG Wealth Management, LLC | 0.12% | No change | 17,345 | $229K |
| Silverlake Wealth Management LLC | 0.09% | No change | 17,242 | $228K |
| Robinson Capital Management, LLC | 0.09% | No change | 17,189 | $227K |
| Millennium Management | 0.00% | New | 17,148 | $227K |
| Summit Investment Advisory Services, LLC | 0.11% | Add +2.1% | 16,952 | $224K |
| Cannon Advisors, Inc. | 0.21% | Add +2.1% | 16,943 | $224K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.1% | 16,489 | $218K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | No change | 15,854 | $209K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.0% | 15,591 | $206K |
| Elequin Capital, LP | 0.05% | New | 15,282 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 17,162 | $200K |
| M.E. Allison & Co., Inc. | 0.19% | Add +0.5% | 14,462 | $191K |
| Insigneo Advisory Services, LLC | 0.02% | New | 14,398 | $190K |
| AlphaStar Capital Management, LLC | 0.02% | No change | 14,314 | $189K |
| Jacobi Capital Management LLC | 0.01% | Add +1.1% | 13,315 | $176K |
| Anderson Financial Strategies, LLC | 0.11% | No change | 13,226 | $175K |
| Burford Brothers, Inc. | 0.08% | No change | 13,200 | $174K |
| Transcend Capital Advisors, LLC | 0.01% | New | 13,165 | $174K |
| Summit Global Investments | 0.01% | New | 13,000 | $172K |
| Principle Wealth Partners LLC | 0.01% | No change | 12,800 | $169K |
| Merit Financial Group, LLC | 0.00% | No change | 12,781 | $169K |
| Empower Advisory Group, LLC | 0.00% | No change | 12,466 | $165K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -3.2% | 12,389 | $164K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 12,378 | $164K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 12,369 | $163K |
| Focused Wealth Management, Inc | 0.02% | Reduce -0.4% | 12,204 | $161K |
| Sigma Planning Corp | 0.01% | Reduce -27.2% | 12,153 | $161K |
| Jane Street Group, LLC | 0.00% | New | 11,506 | $152K |
| Arlington Capital Management, Inc. | 0.11% | Reduce -83.7% | 11,241 | $148K |
| Comerica Bank | 0.00% | Reduce -8.3% | 11,236 | $148K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,219 | $148K |
| Kapstone Financial Advisors LLC | 0.08% | No change | 11,185 | $148K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.3% | 11,140 | $147K |
| Investor's Fiduciary Advisor Network, LLC | 0.07% | Add +6.7% | 11,198 | $147K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -9.6% | 11,000 | $145K |
| Capital CS Group, LLC | 0.24% | Add +1.1% | 10,577 | $140K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -8.4% | 10,429 | $138K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 10,395 | $137K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 10,080 | $136K |
| Kovack Advisors, Inc. | 0.01% | Add +2.0% | 10,270 | $136K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 10,213 | $135K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -8.7% | 10,212 | $135K |
| International Assets Investment Management, LLC | 0.01% | Reduce -2.9% | 10,204 | $135K |
| Main Street Group, LTD | 0.06% | Add +18.0% | 9,967 | $132K |
| Parallel Advisors, LLC | 0.00% | Add +1.7% | 8,800 | $116K |
| Kentucky Trust Co | 0.06% | No change | 8,252 | $109K |
| Avion Wealth | 0.03% | No change | 7,561 | $108K |
| Olistico Wealth, LLC | 0.06% | Reduce -7.9% | 7,734 | $102K |
| Montag A & Associates Inc. | 0.00% | No change | 6,900 | $91K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 6,700 | $89K |
| Princeton Global Asset Management LLC | 0.02% | No change | 6,420 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 6,180 | $82K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -0.0% | 5,808 | $77K |
| Wolverine Asset Management LLC | 0.01% | New | 5,602 | $74K |
| BankPlus Trust Department | 0.02% | No change | 5,560 | $73K |
| Larson Financial Group LLC | 0.00% | Add +980.0% | 5,400 | $71K |
| Private Trust Co. NA | 0.01% | No change | 5,127 | $68K |
| Mountain Hill Investment Partners Corp. | 0.06% | No change | 4,565 | $60K |
| Fifth Third Bancorp | 0.00% | No change | 3,550 | $47K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.8% | 3,421 | $45K |
| US Bancorp \de | 0.00% | New | 3,075 | $41K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 2,784 | $37K |
| Barrett & Company, Inc. | 0.01% | No change | 2,500 | $33K |
| MAI Capital Management | 0.00% | No change | 2,207 | $29K |
| Park Place Capital Corp | 0.01% | No change | 2,003 | $26K |
| Bokf, NA | 0.00% | No change | 1,820 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,446 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 1,297 | $17K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,250 | $17K |
| NewSquare Capital LLC | 0.00% | New | 1,234 | $16K |
| Darwin Wealth Management, LLC | 0.01% | No change | 1,114 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -54.5% | 1,099 | $15K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,000 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 1,000 | $13K |
| Fortitude Family Office, LLC | 0.00% | No change | 793 | $10K |
| JPMorgan Chase & Co. | 0.00% | No change | 636 | $8K |
| Cwm, LLC | 0.00% | Reduce -10.0% | 630 | $8K |
| Spire Wealth Management | 0.00% | No change | 517 | $7K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 400 | $5K |
| Dunhill Financial, LLC | 0.00% | Reduce -41.2% | 396 | $5K |
| Allworth Financial LP | 0.00% | No change | 400 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 333 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 225 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 200 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | — | 175 | $2K |
| Concord Wealth Partners | 0.00% | New | 129 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +188.9% | 26 | $343 |
"% of holder's portfolio" is ETV's weight in each manager's 13F, not the share of Eaton Vance T/M Buy-Writ Opp the manager owns.