Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV- Exchange
- NYSE
- SEC CIK
- 0001322436
No open-market purchases or sales by Eaton Vance Tax-Managed Buy-Write Opportunities Fund insiders were filed in the last 90 days; 193 institutions reported holding it in 13F filings for Q2 2026, worth $332.8M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 143
- +2 vs. Q1 2021
- Shares held
- 12.8M
- +562.9K (+4.6%) vs. Q1 2021
- Total value
- $208.3M
- +$19.0M (+10.0%) vs. Q1 2021
- New holders
- 11
- 57 more added
- Sold out
- 9
- 35 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 193 | $332.8M |
| Q1 2026 | 182 | $301.6M |
| Q4 2025 | 184 | $314.5M |
| Q3 2025 | 185 | $305.3M |
| Q2 2025 | 186 | $284.5M |
| Q1 2025 | 178 | $264.9M |
| Q4 2024 | 178 | $292.6M |
| Q3 2024 | 166 | $259.9M |
| Q2 2024 | 157 | $259.0M |
| Q1 2024 | 152 | $237.8M |
| Q4 2023 | 160 | $222.0M |
| Q3 2023 | 150 | $184.8M |
| Q2 2023 | 149 | $199.6M |
| Q1 2023 | 147 | $172.2M |
| Q4 2022 | 153 | $167.6M |
| Q3 2022 | 146 | $180.4M |
| Q2 2022 | 154 | $203.8M |
| Q1 2022 | 159 | $239.4M |
| Q4 2021 | 154 | $248.2M |
| Q3 2021 | 136 | $214.0M |
| Q2 2021 | 143 | $208.3M |
| Q1 2021 | 142 | $189.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,506,458 | $24.5M | 0.00% | +120,463+8.7% | Added |
| Morgan Stanley | 1,007,303 | $16.4M | 0.00% | +88,985+9.7% | Added |
| Invesco Ltd. | 708,961 | $11.5M | 0.00% | +49,290+7.5% | Added |
| Ameriprise Financial Inc | 643,665 | $10.5M | 0.00% | +74,342+13.1% | Added |
| UBS Group AG | 620,881 | $10.1M | 0.00% | +16,074+2.7% | Added |
| Guggenheim Capital LLC | 581,556 | $9.47M | 0.06% | +31,668+5.8% | Added |
| Royal Bank of Canada | 542,119 | $8.82M | 0.00% | −10,126−1.8% | Reduced |
| RFG Advisory, LLC | 505,852 | $8.23M | 0.73% | +16,625+3.4% | Added |
| Advisor Group Holdings, Inc. | 495,307 | $8.06M | 0.02% | −64,508−11.5% | Reduced |
| LPL Financial LLC | 461,673 | $7.52M | 0.01% | −8,447−1.8% | Reduced |
| Wells Fargo & Company | 330,488 | $5.38M | 0.00% | −2,478−0.7% | Reduced |
| Franklin Resources Inc | 316,630 | $5.16M | 0.00% | −3,602−1.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 313,276 | $5.10M | 0.23% | +4,017+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 285,537 | $4.65M | 0.01% | −19,056−6.3% | Reduced |
| Arkadios Wealth Advisors | 262,379 | $4.27M | 0.52% | +198,847+313.0% | Added |
| Naples Global Advisors, LLC | 251,323 | $4.09M | 0.57% | +16,570+7.1% | Added |
| MML Investors Services, LLC | 235,609 | $3.84M | 0.03% | +10,957+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 206,586 | $3.36M | 0.02% | +14,846+7.7% | Added |
| Anfield Capital Management, LLC | 203,553 | $3.31M | 1.26% | +4,962+2.5% | Added |
| Commonwealth Equity Services, LLC | 203,200 | $3.31M | 0.01% | +9,751+5.0% | Added |
| Raymond James & Associates | 200,380 | $3.26M | 0.00% | +62,518+45.3% | Added |
| Oppenheimer & Co Inc | 174,662 | $2.84M | 0.05% | +13,853+8.6% | Added |
| Mutual Advisors, LLC | 156,005 | $2.54M | 0.15% | +2,280+1.5% | Added |
| Hilltop Holdings Inc. | 136,811 | $2.23M | 0.25% | −83,389−37.9% | Reduced |
| Outlook Wealth Advisors, LLC | 105,524 | $1.72M | 0.55% | +9,229+9.6% | Added |
| American Institute for Advanced Investment Management, LLP | 88,304 | $1.44M | 1.01% | +1,024+1.2% | Added |
| Stifel Financial Corp | 85,450 | $1.39M | 0.00% | +12,878+17.7% | Added |
| Stratos Wealth Partners, LTD. | 79,379 | $1.29M | 0.03% | +455+0.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 76,604 | $1.25M | 0.16% | +3,653+5.0% | Added |
| United Asset Strategies, Inc. | 71,629 | $1.17M | 0.16% | −218−0.3% | Reduced |
| RMB Capital Management, LLC | 70,703 | $1.15M | 0.04% | −1,675−2.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 70,674 | $1.15M | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 63,751 | $1.04M | 0.06% | +5,383+9.2% | Added |
| D.A. Davidson & Co. | 61,878 | $1.01M | 0.01% | +48,187+352.0% | Added |
| Envestnet Asset Management Inc | 55,912 | $910.0K | 0.00% | −13,400−19.3% | Reduced |
| Mariner, LLC | 48,657 | $792.0K | 0.00% | +40.0% | Added |
| Northwestern Mutual Wealth Management Co | 48,005 | $781.0K | 0.00% | −5,196−9.8% | Reduced |
| Wedbush Securities Inc | 47,830 | $779.0K | 0.04% | +14,057+41.6% | Added |
| Janney Montgomery Scott LLC | 45,117 | $735.0K | 0.00% | +20.0% | Added |
| Kestra Advisory Services, LLC | 43,863 | $714.0K | 0.01% | +14,531+49.5% | Added |
| Mercer Global Advisors Inc | 41,663 | $678.0K | 0.01% | −24,470−37.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 40,302 | $656.0K | 0.32% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 39,199 | $638.0K | 0.05% | +7,078+22.0% | Added |
| Kistler-Tiffany Companies, LLC | 38,812 | $632.0K | 0.15% | −276−0.7% | Reduced |
| Truist Financial Corp | 38,741 | $631.0K | 0.00% | +157+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 38,219 | $622.0K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 37,572 | $612.0K | 0.30% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 35,115 | $572.0K | 0.01% | −794−2.2% | Reduced |
| Creative Planning | 34,285 | $558.0K | 0.00% | −3,870−10.1% | Reduced |
| Castle Rock Wealth Management, LLC | 32,622 | $542.0K | 0.20% | −11,770−26.5% | Reduced |
| Brighton Jones LLC | 33,013 | $537.0K | 0.03% | +33,013 | New |
| Stableford Capital II LLC | 31,662 | $515.0K | 0.25% | −1,075−3.3% | Reduced |
| Cetera Advisor Networks LLC | 30,561 | $498.0K | 0.01% | +3,202+11.7% | Added |
| Keeley-Teton Advisors, LLC | 30,518 | $497.0K | 0.05% | +546+1.8% | Added |
| Private Advisor Group, LLC | 26,517 | $432.0K | 0.00% | +8,110+44.1% | Added |
| Birchcreek Wealth Management, LLC | 26,023 | $424.0K | 0.41% | +2,049+8.5% | Added |
| 55I, LLC | 25,868 | $421.0K | 0.01% | +13,006+101.1% | Added |
| Wealthcare Advisory Partners LLC | 24,118 | $393.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 23,183 | $378.0K | 0.01% | +3,932+20.4% | Added |
| Legacy Wealth Partners, Inc. | 22,646 | $369.0K | 0.21% | −31−0.1% | Reduced |
| HighTower Advisors, LLC | 22,642 | $368.0K | 0.00% | −4,953−17.9% | Reduced |
| Diversified, LLC | 21,665 | $353.0K | 0.20% | −692−3.1% | Reduced |
| Cetera Investment Advisers | 21,623 | $352.0K | 0.01% | +9,344+76.1% | Added |
| Eaton Vance Management | 20,505 | $334.0K | 0.00% | +900+4.6% | Added |
| Steel Peak Wealth Management LLC | 20,049 | $326.0K | 0.02% | −73−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 19,998 | $325.0K | 0.00% | +1,453+7.8% | Added |
| Colony Group LLC | 19,642 | $320.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 19,855 | $308.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 18,882 | $307.0K | 0.04% | +144+0.8% | Added |
| Jacobi Capital Management LLC | 18,432 | $300.0K | 0.04% | +307+1.7% | Added |
| Keystone Financial Group | 17,680 | $288.0K | 0.05% | −1,295−6.8% | Reduced |
| Legacy Private Trust Co. | 17,650 | $287.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 17,341 | $282.0K | 0.02% | −3,079−15.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 17,232 | $281.0K | 0.16% | −1,433−7.7% | Reduced |
| Wolverine Asset Management LLC | 17,192 | $279.0K | 0.00% | −4,105−19.3% | Reduced |
| Ahrens Investment Partners LLC | 17,100 | $278.0K | 0.13% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16,500 | $269.0K | 0.04% | −2,776−14.4% | Reduced |
| Ameritas Investment Company, LLC | 4,220 | $264.0K | 0.01% | −6,930−62.2% | Reduced |
| Citigroup Inc | 15,931 | $259.0K | 0.00% | +200+1.3% | Added |
| Beacon Pointe Advisors, LLC | 15,909 | $259.0K | 0.01% | +15,909 | New |
| Capital CS Group, LLC | 15,814 | $257.0K | 0.21% | +15,814 | New |
| First Manhattan Co | 15,747 | $256.0K | 0.00% | +325+2.1% | Added |
| Barr E S & Co | 15,690 | $255.0K | 0.02% | +5,690+56.9% | Added |
| SeaCrest Wealth Management, LLC | 15,157 | $247.0K | 0.03% | +1,250+9.0% | Added |
| Mid Atlantic Financial Management Inc | 14,791 | $241.0K | 0.02% | −3,702−20.0% | Reduced |
| Glenview State Bank Trust Dept. | 14,777 | $241.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 14,651 | $239.0K | 0.03% | +71+0.5% | Added |
| River & Mercantile LLC | 14,030 | $228.0K | 0.13% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,809 | $225.0K | 0.01% | +2,281+19.8% | Added |
| V Wealth Advisors LLC | 13,515 | $220.0K | 0.04% | +1,400+11.6% | Added |
| OTA Financial Group L.P. | 13,281 | $216.0K | 0.24% | +13,281 | New |
| Principle Wealth Partners LLC | 12,800 | $208.0K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 12,800 | $208.0K | 0.02% | +12,800 | New |
| Dynamic Advisor Solutions LLC | 12,165 | $198.0K | 0.02% | −919−7.0% | Reduced |
| Laidlaw Wealth Management LLC | 11,860 | $193.0K | 0.05% | +250+2.2% | Added |
| Pinnacle Associates Ltd | 11,219 | $183.0K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,996 | $179.0K | 0.01% | +900+8.9% | Added |
| Alpha Cubed Investments, LLC | 10,988 | $179.0K | 0.01% | +10,988 | New |
| Kesler, Norman & Wride, LLC | 10,730 | $177.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10,781 | $176.0K | 0.01% | 00.0% | Unchanged |