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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $2.40K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 191 | $3.00K | 0.00% | +4+2.1% | Added |
| Wagner Wealth Management, LLC | 225 | $4.00K | 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 |
| Tompkins Financial Corp | 300 | $5.00K | 0.00% | +300 | New |
| Laurel Wealth Advisors LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 552 | $9.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 556 | $9.00K | 0.00% | +556 | New |
| FinTrust Capital Advisors, LLC | 617 | $10.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 787 | $13.0K | 0.00% | +787 | New |
| Blue Bell Private Wealth Management, LLC | 900 | $14.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 850 | $14.0K | 0.01% | +100+13.3% | Added |
| Enterprise Financial Services Corp | 947 | $15.0K | 0.00% | +1+0.1% | Added |
| Sonora Investment Management, LLC | 929 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $15.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,175 | $18.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,413 | $23.0K | 0.00% | +1+0.1% | Added |
| First Financial Corp | 1,500 | $24.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,609 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,875 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,394 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,364 | $38.0K | 0.01% | +47+2.0% | Added |
| Charter Oak Capital Management, LLC | 2,456 | $39.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,301 | $53.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 3,822 | $61.0K | 0.00% | −12,109−76.0% | Reduced |
| Wolverine Asset Management LLC | 3,882 | $62.0K | 0.00% | −13,310−77.4% | Reduced |
| US Bancorp | 3,954 | $63.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,245 | $68.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,740 | $92.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,900 | $94.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 6,907 | $110.0K | 0.02% | +6,907 | New |
| American Portfolios Advisors | 7,203 | $115.2K | 0.00% | +1,044+17.0% | Added |
| Antonetti Capital Management LLC | 9,524 | $152.0K | 0.12% | +9,524 | New |
| Barr E S & Co | 10,000 | $160.0K | 0.01% | −5,690−36.3% | Reduced |
| Kesler, Norman & Wride, LLC | 10,130 | $162.0K | 0.04% | −600−5.6% | Reduced |
| 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 |
| Kingsview Wealth Management, LLC | 10,996 | $176.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $179.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Meridian Wealth Management, LLC | 12,220 | $195.0K | 0.02% | −2,431−16.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 12,545 | $201.0K | 0.04% | −6,337−33.6% | Reduced |
| Principle Wealth Partners LLC | 12,800 | $205.0K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,515 | $216.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,809 | $221.0K | 0.00% | 00.0% | Unchanged |
| River & Mercantile LLC | 14,030 | $224.0K | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 14,390 | $230.0K | 0.02% | −2,951−17.0% | Reduced |
| SeaCrest Wealth Management, LLC | 14,882 | $238.0K | 0.03% | −275−1.8% | Reduced |
| First Manhattan Co | 16,067 | $256.0K | 0.00% | +320+2.0% | Added |
| Ameritas Investment Company, LLC | 16,240 | $260.0K | 0.01% | +12,020+284.8% | Added |
| Focused Wealth Management, Inc | 16,764 | $268.0K | 0.04% | +264+1.6% | Added |
| Busey Wealth Management | 17,104 | $273.0K | 0.01% | +17,104 | New |
| 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 |
| Legacy Private Trust Co. | 17,650 | $282.0K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 17,960 | $287.0K | 0.05% | +280+1.6% | Added |
| Jacobi Capital Management LLC | 18,027 | $288.0K | 0.04% | −405−2.2% | Reduced |
| Eaton Vance Management | 19,605 | $313.0K | 0.00% | −900−4.4% | Reduced |
| 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 |
| 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 |
| Steel Peak Wealth Management LLC | 20,138 | $322.0K | 0.02% | +89+0.4% | Added |
| Rockefeller Capital Management L.P. | 21,477 | $343.0K | 0.00% | +1,479+7.4% | Added |
| Diversified, LLC | 21,937 | $351.0K | 0.19% | +272+1.3% | Added |
| 55I, LLC | 23,089 | $369.0K | 0.01% | −2,779−10.7% | Reduced |
| Wealthcare Advisory Partners LLC | 24,118 | $386.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 24,197 | $388.0K | 0.00% | +1,555+6.9% | Added |
| Capital CS Group, LLC | 24,732 | $398.0K | 0.37% | +8,918+56.4% | Added |
| Cetera Investment Advisers | 25,613 | $410.0K | 0.01% | +3,990+18.5% | Added |
| Birchcreek Wealth Management, LLC | 25,874 | $414.0K | 0.39% | −149−0.6% | Reduced |
| Castle Rock Wealth Management, LLC | 25,505 | $425.0K | 0.15% | −7,117−21.8% | Reduced |
| Private Advisor Group, LLC | 29,127 | $466.0K | 0.00% | +2,610+9.8% | Added |
| Keeley-Teton Advisors, LLC | 30,891 | $494.0K | 0.05% | +373+1.2% | Added |
| Stableford Capital II LLC | 31,587 | $522.0K | 0.26% | −75−0.2% | Reduced |
| Cetera Advisor Networks LLC | 33,467 | $535.0K | 0.01% | +2,906+9.5% | Added |
| Brighton Jones LLC | 33,714 | $539.0K | 0.03% | +701+2.1% | Added |
| Advisors Asset Management, Inc. | 34,633 | $554.0K | 0.01% | −482−1.4% | Reduced |
| Retirement Group, LLC | 37,572 | $601.0K | 0.28% | 00.0% | Unchanged |
| Creative Planning | 38,076 | $609.0K | 0.00% | +3,791+11.1% | 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 |
| Kistler-Tiffany Companies, LLC | 38,819 | $621.0K | 0.14% | +70.0% | Added |
| Wealth Alliance Advisory Group, LLC | 40,502 | $648.0K | 0.32% | +200+0.5% | Added |
| Colony Group LLC | 41,613 | $665.0K | 0.01% | +21,971+111.9% | Added |
| Mercer Global Advisors Inc | 41,663 | $666.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 44,266 | $708.0K | 0.00% | −3,739−7.8% | Reduced |
| Centaurus Financial, Inc. | 45,567 | $729.0K | 0.06% | +6,368+16.2% | Added |
| Wedbush Securities Inc | 47,178 | $754.0K | 0.04% | −652−1.4% | Reduced |
| Mariner, LLC | 48,657 | $778.0K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 50,264 | $804.0K | 0.04% | −13,487−21.2% | Reduced |
| Janney Montgomery Scott LLC | 51,400 | $822.0K | 0.00% | +6,283+13.9% | Added |