Eaton Vance T/M Buy-Writ OppETV
13F holders, Q2 2025 (June 30)185holders +8
25new positions
17sold out
2famous investors
$13.87avg. 13F price*
At the end of Q2 2025, 185 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings, up 8 from Q1 2025. 25 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($24.3M), LPL Financial LLC ($24.1M) and Invesco Ltd. ($21.1M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $7.2M |
| Exits | 17 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,386,975 shares bought and 854,336 shares sold, net +532,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Morgan Stanley | 0.00% | Reduce -1.4% | 1,750,201 | $24.3M |
| LPL Financial LLC | 0.01% | Add +3.1% | 1,737,482 | $24.1M |
| Invesco Ltd. | 0.00% | Add +3.4% | 1,518,509 | $21.1M |
| Guggenheim Capital LLC | 0.15% | Reduce -0.7% | 1,289,350 | $17.9M |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 984,979 | $13.7M |
| Paragon Financial Partners, Inc. | 8.75% | Add +13.0% | 923,778 | $12.8M |
| Bank of America Corp. | 0.00% | Add +6.5% | 773,562 | $10.7M |
| Principal Securities, Inc. | 0.16% | Add +12.9% | 629,276 | $8.7M |
| UBS Group AG | 0.00% | Reduce -9.8% | 563,734 | $7.8M |
| Balanced Wealth Group LLC | 3.34% | Add +3.2% | 558,514 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.6% | 505,172 | $7.0M |
| MML Investors Services, LLC | 0.02% | Reduce -2.8% | 442,827 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +10.8% | 428,499 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +15.5% | 404,676 | $5.6M |
| Sims Investment Management, LLC | 2.19% | Reduce -0.8% | 392,741 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.2% | 356,885 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 310,736 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 299,715 | $4.2M |
| Franklin Resources Inc. | 0.00% | Reduce -4.2% | 285,795 | $4.0M |
| Truist Financial Corp. | 0.01% | Reduce -3.9% | 283,936 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +16.3% | 277,332 | $3.8M |
| Kingstone Capital Partners Texas, LLC | 2.22% | Reduce -7.4% | 245,669 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.5% | 238,321 | $3.3M |
| Shaker Financial Services, LLC | 1.02% | Add +175.8% | 203,026 | $2.8M |
| Karpus Management, Inc. | 0.08% | Reduce -27.4% | 176,120 | $2.4M |
| Cornerstone Advisors, LLC | 0.08% | Reduce -34.6% | 165,152 | $2.3M |
| Naples Global Advisors, LLC | 0.19% | Reduce -17.1% | 160,688 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -0.7% | 158,822 | $2.2M |
| Sharpepoint LLC | 2.26% | Add +1.1% | 158,330 | $2.2M |
| Cohen & Steers, Inc. | 0.00% | Reduce -22.3% | 156,931 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +1.8% | 154,815 | $2.1M |
| Outlook Wealth Advisors, LLC | 0.49% | Reduce -1.8% | 136,632 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +8.4% | 133,369 | $1.8M |
| Ieq Capital, LLC | 0.01% | Reduce -19.4% | 131,302 | $1.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.36% | Add +15.7% | 114,235 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Reduce -1.9% | 113,023 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Reduce -10.0% | 111,956 | $1.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | New | 110,019 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.3% | 95,846 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 93,655 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +2.2% | 85,315 | $1.2M |
| Advisors Asset Management, Inc. | 0.02% | Reduce -10.4% | 84,237 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +13.1% | 81,207 | $1.1M |
| Obermeyer Wealth Partners | 0.06% | Add +6.6% | 80,280 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Add +9.9% | 78,461 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +118.0% | 72,005 | $999K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.9% | 71,914 | $997K |
| Curi Capital, LLC | 0.02% | Reduce -4.9% | 67,262 | $933K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 65,542 | $909K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 65,456 | $908K |
| Arkadios Wealth Advisors | 0.02% | No change | 58,766 | $815K |
| HighTower Advisors, LLC | 0.00% | Add +17.1% | 57,737 | $801K |
| Farther Finance Advisors, LLC | 0.02% | New | 56,239 | $780K |
| Focus Financial Network, Inc. | 0.03% | Add +4.0% | 55,069 | $764K |
| Wealth Alliance Advisory Group, LLC | 0.12% | Reduce -0.8% | 46,649 | $647K |
| WCG Wealth Advisors LLC | 0.04% | Add +56.6% | 44,476 | $617K |
| Creative Planning | 0.00% | Reduce -1.3% | 43,418 | $602K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -5.2% | 42,124 | $584K |
| Summit Financial, LLC | 0.01% | New | 41,928 | $582K |
| Stableford Capital II LLC | 0.20% | Add +7.7% | 39,106 | $539K |
| Equitable Holdings, Inc. | 0.00% | Add +119.1% | 38,037 | $528K |
| Wealth Effects LLC | 0.19% | Reduce -0.6% | 37,219 | $516K |
| Kovack Advisors, Inc. | 0.05% | Add +261.6% | 37,132 | $515K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Reduce -6.9% | 35,615 | $494K |
| Balyasny Asset Management L.P. | 0.00% | New | 33,771 | $468K |
| GPS Wealth Strategies Group, LLC | 0.05% | No change | 33,229 | $461K |
| GAMCO Investors | 0.00% | New | 32,815 | $455K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.7% | 32,692 | $453K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.7% | 32,457 | $450K |
| &partners | 0.00% | Add +40.8% | 31,946 | $443K |
| HRT Financial LP | 0.00% | New | 30,629 | $424K |
| Avory & Company, LLC | 0.26% | No change | 30,308 | $420K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +169.0% | 29,590 | $410K |
| Lanark Financial, Inc. | 0.03% | No change | 29,520 | $409K |
| Essex Financial Services, Inc. | 0.03% | Add +1.9% | 29,315 | $407K |
| IFG Advisory, LLC | 0.02% | Reduce -17.2% | 27,962 | $388K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +1.8% | 26,825 | $372K |
| Focus Partners Wealth | 0.00% | Reduce -5.7% | 26,093 | $362K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.4% | 26,047 | $361K |
| Everstar Asset Management, LLC | 0.22% | Reduce -4.1% | 25,960 | $360K |
| Flputnam Investment Management Co. | 0.01% | No change | 24,628 | $342K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -15.3% | 24,280 | $337K |
| American Institute for Advanced Investment Management, LLP | 0.24% | Reduce -4.5% | 22,670 | $335K |
| McCarter Private Wealth Services LLC | 0.19% | New | 24,025 | $333K |
| Triumph Capital Management | 0.10% | Add +3.8% | 23,349 | $324K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -12.7% | 21,045 | $292K |
| Belpointe Asset Management LLC | 0.01% | Reduce -12.7% | 21,045 | $292K |
| Investment Planning Advisors, Inc. | 0.10% | Reduce -81.4% | 20,925 | $290K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 20,449 | $284K |
| Commons Capital, LLC | 0.22% | Add +0.8% | 20,406 | $283K |
| D.A. Davidson & Co. | 0.00% | Add +11.6% | 20,079 | $279K |
| Prospera Financial Services Inc | 0.00% | Add +2.1% | 18,715 | $260K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.6% | 18,295 | $255K |
| Corient Private Wealth LP | 0.00% | No change | 18,175 | $252K |
| Sanctuary Advisors, LLC | 0.00% | No change | 17,863 | $248K |
| Westend Capital Management, LLC | 0.08% | Add +2.9% | 17,855 | $248K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 17,751 | $246K |
| Susquehanna International Group, LLP | 0.00% | New | 17,744 | $246K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.0% | 17,681 | $245K |
| Mgo One Seven LLC | 0.01% | Reduce -14.9% | 17,426 | $242K |
"% 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.