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, Q3 2021
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Sep 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
- 136
- −3 vs. Q2 2021
- Shares held
- 13.4M
- +643.3K (+5.0%) vs. Q2 2021
- Total value
- $214.0M
- +$6.42M (+3.1%) vs. Q2 2021
- New holders
- 7
- 54 more added
- Sold out
- 10
- 32 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,496,924 | $23.9M | 0.00% | −9,534−0.6% | Reduced |
| Morgan Stanley | 1,141,878 | $18.3M | 0.00% | +134,575+13.4% | Added |
| Invesco Ltd. | 856,148 | $13.7M | 0.00% | +147,187+20.8% | Added |
| Guggenheim Capital LLC | 710,036 | $11.4M | 0.07% | +128,480+22.1% | Added |
| UBS Group AG | 636,741 | $10.2M | 0.00% | +15,860+2.6% | Added |
| Ameriprise Financial Inc | 593,732 | $9.48M | 0.00% | −49,933−7.8% | Reduced |
| Royal Bank of Canada | 563,635 | $9.01M | 0.00% | +21,516+4.0% | Added |
| RFG Advisory, LLC | 498,676 | $7.97M | 0.66% | −7,176−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 475,120 | $7.60M | 0.02% | −20,187−4.1% | Reduced |
| LPL Financial LLC | 451,786 | $7.22M | 0.01% | −9,887−2.1% | Reduced |
| Wells Fargo & Company | 347,812 | $5.56M | 0.00% | +17,324+5.2% | Added |
| Franklin Resources Inc | 320,545 | $5.13M | 0.00% | +3,915+1.2% | Added |
| Strategic Wealth Advisors Group, LLC | 317,613 | $5.09M | 0.25% | +4,337+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 285,887 | $4.57M | 0.01% | +350+0.1% | Added |
| Naples Global Advisors, LLC | 255,303 | $4.08M | 0.54% | +3,980+1.6% | Added |
| Arkadios Wealth Advisors | 251,507 | $4.02M | 0.58% | −10,872−4.1% | Reduced |
| MML Investors Services, LLC | 242,947 | $3.88M | 0.03% | +7,338+3.1% | Added |
| Raymond James & Associates | 238,374 | $3.81M | 0.00% | +37,994+19.0% | Added |
| Anfield Capital Management, LLC | 208,515 | $3.33M | 1.04% | +4,962+2.4% | Added |
| Commonwealth Equity Services, LLC | 203,389 | $3.25M | 0.01% | +189+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 198,400 | $3.17M | 0.02% | −8,186−4.0% | Reduced |
| Hilltop Holdings Inc. | 175,167 | $2.80M | 0.31% | +38,356+28.0% | Added |
| Oppenheimer & Co Inc | 169,868 | $2.72M | 0.05% | −4,794−2.7% | Reduced |
| Mutual Advisors, LLC | 158,158 | $2.53M | 0.15% | +2,153+1.4% | Added |
| Beacon Pointe Advisors, LLC | 154,225 | $2.47M | 0.06% | +138,316+869.4% | Added |
| Outlook Wealth Advisors, LLC | 119,267 | $1.91M | 0.62% | +13,743+13.0% | Added |
| Stifel Financial Corp | 95,817 | $1.53M | 0.00% | +10,367+12.1% | Added |
| American Institute for Advanced Investment Management, LLP | 89,504 | $1.43M | 1.01% | +1,200+1.4% | Added |
| Stratos Wealth Partners, LTD. | 87,100 | $1.39M | 0.04% | +7,721+9.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 84,796 | $1.36M | 0.14% | +8,192+10.7% | Added |
| United Asset Strategies, Inc. | 70,772 | $1.13M | 0.15% | −857−1.2% | Reduced |
| RMB Capital Management, LLC | 70,703 | $1.13M | 0.04% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 70,674 | $1.13M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 65,334 | $1.04M | 0.01% | +3,456+5.6% | Added |
| Envestnet Asset Management Inc | 58,484 | $935.0K | 0.00% | +2,572+4.6% | Added |
| Kestra Advisory Services, LLC | 51,938 | $830.0K | 0.01% | +8,075+18.4% | Added |
| Janney Montgomery Scott LLC | 51,400 | $822.0K | 0.00% | +6,283+13.9% | Added |
| HBK Sorce Advisory LLC | 50,264 | $804.0K | 0.04% | −13,487−21.2% | Reduced |
| Mariner, LLC | 48,657 | $778.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 47,178 | $754.0K | 0.04% | −652−1.4% | Reduced |
| Centaurus Financial, Inc. | 45,567 | $729.0K | 0.06% | +6,368+16.2% | Added |
| Northwestern Mutual Wealth Management Co | 44,266 | $708.0K | 0.00% | −3,739−7.8% | Reduced |
| Mercer Global Advisors Inc | 41,663 | $666.0K | 0.00% | 00.0% | Unchanged |
| Colony Group LLC | 41,613 | $665.0K | 0.01% | +21,971+111.9% | Added |
| Wealth Alliance Advisory Group, LLC | 40,502 | $648.0K | 0.32% | +200+0.5% | Added |
| Kistler-Tiffany Companies, LLC | 38,819 | $621.0K | 0.14% | +70.0% | Added |
| Truist Financial Corp | 38,451 | $615.0K | 0.00% | −290−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 38,438 | $615.0K | 0.03% | +219+0.6% | Added |
| Creative Planning | 38,076 | $609.0K | 0.00% | +3,791+11.1% | Added |
| Retirement Group, LLC | 37,572 | $601.0K | 0.28% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 34,633 | $554.0K | 0.01% | −482−1.4% | Reduced |
| Brighton Jones LLC | 33,714 | $539.0K | 0.03% | +701+2.1% | Added |
| Cetera Advisor Networks LLC | 33,467 | $535.0K | 0.01% | +2,906+9.5% | Added |
| Stableford Capital II LLC | 31,587 | $522.0K | 0.26% | −75−0.2% | Reduced |
| Keeley-Teton Advisors, LLC | 30,891 | $494.0K | 0.05% | +373+1.2% | Added |
| Private Advisor Group, LLC | 29,127 | $466.0K | 0.00% | +2,610+9.8% | Added |
| Castle Rock Wealth Management, LLC | 25,505 | $425.0K | 0.15% | −7,117−21.8% | Reduced |
| Birchcreek Wealth Management, LLC | 25,874 | $414.0K | 0.39% | −149−0.6% | Reduced |
| Cetera Investment Advisers | 25,613 | $410.0K | 0.01% | +3,990+18.5% | Added |
| Capital CS Group, LLC | 24,732 | $398.0K | 0.37% | +8,918+56.4% | Added |
| HighTower Advisors, LLC | 24,197 | $388.0K | 0.00% | +1,555+6.9% | Added |
| Wealthcare Advisory Partners LLC | 24,118 | $386.0K | 0.03% | 00.0% | Unchanged |
| 55I, LLC | 23,089 | $369.0K | 0.01% | −2,779−10.7% | Reduced |
| Diversified, LLC | 21,937 | $351.0K | 0.19% | +272+1.3% | Added |
| Rockefeller Capital Management L.P. | 21,477 | $343.0K | 0.00% | +1,479+7.4% | Added |
| Steel Peak Wealth Management LLC | 20,138 | $322.0K | 0.02% | +89+0.4% | Added |
| Mid Atlantic Financial Management Inc | 20,092 | $321.0K | 0.02% | +5,301+35.8% | Added |
| Abbrea Capital, LLC | 20,075 | $321.0K | 0.05% | +20,075 | New |
| National Asset Management, Inc. | 19,806 | $317.0K | 0.01% | −3,377−14.6% | Reduced |
| Essex Financial Services, Inc. | 19,854 | $317.0K | 0.04% | −10.0% | Reduced |
| Eaton Vance Management | 19,605 | $313.0K | 0.00% | −900−4.4% | Reduced |
| Jacobi Capital Management LLC | 18,027 | $288.0K | 0.04% | −405−2.2% | Reduced |
| Keystone Financial Group | 17,960 | $287.0K | 0.05% | +280+1.6% | Added |
| Legacy Private Trust Co. | 17,650 | $282.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 17,207 | $275.0K | 0.13% | −25−0.1% | Reduced |
| Ahrens Investment Partners LLC | 17,200 | $275.0K | 0.13% | +100+0.6% | Added |
| Busey Wealth Management | 17,104 | $273.0K | 0.01% | +17,104 | New |
| Focused Wealth Management, Inc | 16,764 | $268.0K | 0.04% | +264+1.6% | Added |
| Ameritas Investment Company, LLC | 16,240 | $260.0K | 0.01% | +12,020+284.8% | Added |
| First Manhattan Co | 16,067 | $256.0K | 0.00% | +320+2.0% | Added |
| SeaCrest Wealth Management, LLC | 14,882 | $238.0K | 0.03% | −275−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 14,390 | $230.0K | 0.02% | −2,951−17.0% | Reduced |
| River & Mercantile LLC | 14,030 | $224.0K | 0.11% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,809 | $221.0K | 0.00% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,515 | $216.0K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,800 | $205.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 12,545 | $201.0K | 0.04% | −6,337−33.6% | Reduced |
| Meridian Wealth Management, LLC | 12,220 | $195.0K | 0.02% | −2,431−16.6% | Reduced |
| Dynamic Advisor Solutions LLC | 11,869 | $190.0K | 0.01% | −296−2.4% | Reduced |
| Laidlaw Wealth Management LLC | 11,860 | $190.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $179.0K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,996 | $176.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10,781 | $172.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,740 | $172.0K | 0.00% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 10,130 | $162.0K | 0.04% | −600−5.6% | Reduced |
| Barr E S & Co | 10,000 | $160.0K | 0.01% | −5,690−36.3% | Reduced |
| Antonetti Capital Management LLC | 9,524 | $152.0K | 0.12% | +9,524 | New |
| American Portfolios Advisors | 7,203 | $115.2K | 0.00% | +1,044+17.0% | Added |
| RWM Asset Management, LLC | 6,907 | $110.0K | 0.02% | +6,907 | New |
| Montag A & Associates Inc | 5,900 | $94.0K | 0.01% | 00.0% | Unchanged |