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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Bartlett & Co. LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $2.44K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 187 | $3.00K | 0.00% | +4+2.2% | Added |
| Wagner Wealth Management, LLC | 225 | $4.00K | 0.00% | +225 | New |
| Bellevue Asset Management, LLC | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 552 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $10.0K | 0.00% | +617 | New |
| Sound Income Strategies, LLC | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 750 | $12.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $14.0K | 0.00% | +843 | New |
| Enterprise Financial Services Corp | 946 | $15.0K | 0.00% | −5,998−86.4% | Reduced |
| CoreFirst Bank & Trust | 937 | $15.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 900 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 929 | $15.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 975 | $16.0K | 0.01% | +20+2.1% | Added |
| Advisory Services Network, LLC | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Carroll Financial Associates, Inc. | 1,175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,245 | $20.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,412 | $23.0K | 0.00% | −1−0.1% | Reduced |
| First Financial Corp | 1,500 | $24.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,517 | $25.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,618 | $26.0K | 0.00% | −8,167−83.5% | Reduced |
| FourThought Financial, LLC | 1,609 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,875 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $33.0K | 0.00% | −600−23.1% | Reduced |
| Tradition Wealth Management, LLC | 2,317 | $38.0K | 0.01% | +48+2.1% | Added |
| NEXT Financial Group, Inc | 2,394 | $39.0K | 0.00% | +644+36.8% | Added |
| Charter Oak Capital Management, LLC | 2,456 | $40.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 2,516 | $41.0K | 0.01% | +2,516 | New |
| Princeton Global Asset Management LLC | 3,301 | $54.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 3,954 | $64.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,225 | $69.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,245 | $69.0K | 0.00% | +300+7.6% | Added |
| Fifth Third Bancorp | 5,740 | $93.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,900 | $96.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 6,159 | $100.3K | 0.00% | +2,729+79.6% | Added |
| Lakeview Capital Partners, LLC | 10,267 | $167.0K | 0.07% | −999−8.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,740 | $175.0K | 0.00% | −10,455−49.3% | Reduced |
| AdvisorNet Financial, Inc | 10,781 | $176.0K | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 10,730 | $177.0K | 0.04% | 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 |
| Pinnacle Associates Ltd | 11,219 | $183.0K | 0.00% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 11,860 | $193.0K | 0.05% | +250+2.2% | Added |
| Dynamic Advisor Solutions LLC | 12,165 | $198.0K | 0.02% | −919−7.0% | Reduced |
| 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 |
| OTA Financial Group L.P. | 13,281 | $216.0K | 0.24% | +13,281 | New |
| V Wealth Advisors LLC | 13,515 | $220.0K | 0.04% | +1,400+11.6% | Added |
| Cetera Advisors LLC | 13,809 | $225.0K | 0.01% | +2,281+19.8% | Added |
| River & Mercantile LLC | 14,030 | $228.0K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 14,651 | $239.0K | 0.03% | +71+0.5% | 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 |
| SeaCrest Wealth Management, LLC | 15,157 | $247.0K | 0.03% | +1,250+9.0% | Added |
| Barr E S & Co | 15,690 | $255.0K | 0.02% | +5,690+56.9% | Added |
| First Manhattan Co | 15,747 | $256.0K | 0.00% | +325+2.1% | Added |
| Capital CS Group, LLC | 15,814 | $257.0K | 0.21% | +15,814 | New |
| 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 |
| Ameritas Investment Company, LLC | 4,220 | $264.0K | 0.01% | −6,930−62.2% | Reduced |
| Focused Wealth Management, Inc | 16,500 | $269.0K | 0.04% | −2,776−14.4% | Reduced |
| Ahrens Investment Partners LLC | 17,100 | $278.0K | 0.13% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 17,192 | $279.0K | 0.00% | −4,105−19.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 17,232 | $281.0K | 0.16% | −1,433−7.7% | Reduced |
| J.W. Cole Advisors, Inc. | 17,341 | $282.0K | 0.02% | −3,079−15.1% | Reduced |
| Legacy Private Trust Co. | 17,650 | $287.0K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 17,680 | $288.0K | 0.05% | −1,295−6.8% | Reduced |
| Jacobi Capital Management LLC | 18,432 | $300.0K | 0.04% | +307+1.7% | Added |
| Laurel Wealth Advisors, Inc. | 18,882 | $307.0K | 0.04% | +144+0.8% | Added |
| Essex Financial Services, Inc. | 19,855 | $308.0K | 0.04% | 00.0% | Unchanged |
| Colony Group LLC | 19,642 | $320.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,998 | $325.0K | 0.00% | +1,453+7.8% | Added |
| Steel Peak Wealth Management LLC | 20,049 | $326.0K | 0.02% | −73−0.4% | Reduced |
| Eaton Vance Management | 20,505 | $334.0K | 0.00% | +900+4.6% | Added |
| Cetera Investment Advisers | 21,623 | $352.0K | 0.01% | +9,344+76.1% | Added |
| Diversified, LLC | 21,665 | $353.0K | 0.20% | −692−3.1% | Reduced |
| HighTower Advisors, LLC | 22,642 | $368.0K | 0.00% | −4,953−17.9% | Reduced |
| Legacy Wealth Partners, Inc. | 22,646 | $369.0K | 0.21% | −31−0.1% | Reduced |
| National Asset Management, Inc. | 23,183 | $378.0K | 0.01% | +3,932+20.4% | Added |
| Wealthcare Advisory Partners LLC | 24,118 | $393.0K | 0.03% | 00.0% | Unchanged |
| 55I, LLC | 25,868 | $421.0K | 0.01% | +13,006+101.1% | Added |
| Birchcreek Wealth Management, LLC | 26,023 | $424.0K | 0.41% | +2,049+8.5% | Added |
| Private Advisor Group, LLC | 26,517 | $432.0K | 0.00% | +8,110+44.1% | Added |
| Keeley-Teton Advisors, LLC | 30,518 | $497.0K | 0.05% | +546+1.8% | Added |
| Cetera Advisor Networks LLC | 30,561 | $498.0K | 0.01% | +3,202+11.7% | Added |
| Stableford Capital II LLC | 31,662 | $515.0K | 0.25% | −1,075−3.3% | Reduced |
| Brighton Jones LLC | 33,013 | $537.0K | 0.03% | +33,013 | New |
| Castle Rock Wealth Management, LLC | 32,622 | $542.0K | 0.20% | −11,770−26.5% | Reduced |
| Creative Planning | 34,285 | $558.0K | 0.00% | −3,870−10.1% | Reduced |
| Advisors Asset Management, Inc. | 35,115 | $572.0K | 0.01% | −794−2.2% | Reduced |
| Retirement Group, LLC | 37,572 | $612.0K | 0.30% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 38,219 | $622.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 38,741 | $631.0K | 0.00% | +157+0.4% | Added |
| Kistler-Tiffany Companies, LLC | 38,812 | $632.0K | 0.15% | −276−0.7% | Reduced |