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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 10,740 | $175.0K | 0.00% | −10,455−49.3% | Reduced |
| Lakeview Capital Partners, LLC | 10,267 | $167.0K | 0.07% | −999−8.9% | Reduced |
| American Portfolios Advisors | 6,159 | $100.3K | 0.00% | +2,729+79.6% | Added |
| Montag A & Associates Inc | 5,900 | $96.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,740 | $93.0K | 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 |
| US Bancorp | 3,954 | $64.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,301 | $54.0K | 0.02% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 2,516 | $41.0K | 0.01% | +2,516 | New |
| Charter Oak Capital Management, LLC | 2,456 | $40.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,394 | $39.0K | 0.00% | +644+36.8% | Added |
| Tradition Wealth Management, LLC | 2,317 | $38.0K | 0.01% | +48+2.1% | Added |
| Sandy Spring Bank | 2,000 | $33.0K | 0.00% | −600−23.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,875 | $31.0K | 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 |
| CWM, LLC | 1,517 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $24.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,412 | $23.0K | 0.00% | −1−0.1% | Reduced |
| 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 |
| Carroll Financial Associates, Inc. | 1,175 | $19.0K | 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 |
| 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 |
| Allworth Financial LP | 843 | $14.0K | 0.00% | +843 | New |
| Joseph P. Lucia & Associates, LLC | 750 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $10.0K | 0.00% | +617 | New |
| O'Shaughnessy Asset Management, LLC | 552 | $9.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 225 | $4.00K | 0.00% | +225 | New |
| Patriot Financial Group Insurance Agency, LLC | 187 | $3.00K | 0.00% | +4+2.2% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −59,902−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −40,992−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −26,422−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −11,528−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,585−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Burleson & Company, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Tompkins Financial Corp | – | – | – | – | Not filed |