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, Q4 2021
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Dec 31, 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
- 154
- +22 vs. Q3 2021
- Shares held
- 14.8M
- +1.49M (+11.1%) vs. Q3 2021
- Total value
- $248.2M
- +$34.8M (+16.3%) vs. Q3 2021
- New holders
- 30
- 52 more added
- Sold out
- 8
- 29 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,557,183 | $26.1M | 0.00% | +60,259+4.0% | Added |
| Morgan Stanley | 1,198,472 | $20.1M | 0.00% | +56,594+5.0% | Added |
| Invesco Ltd. | 940,227 | $15.7M | 0.00% | +84,079+9.8% | Added |
| Guggenheim Capital LLC | 843,870 | $14.1M | 0.07% | +133,834+18.8% | Added |
| UBS Group AG | 658,334 | $11.0M | 0.00% | +21,593+3.4% | Added |
| Ameriprise Financial Inc | 626,680 | $10.5M | 0.00% | +32,948+5.5% | Added |
| Royal Bank of Canada | 608,835 | $10.2M | 0.00% | +45,200+8.0% | Added |
| RFG Advisory, LLC | 496,822 | $8.32M | 0.57% | −1,854−0.4% | Reduced |
| LPL Financial LLC | 495,368 | $8.29M | 0.01% | +43,582+9.6% | Added |
| Advisor Group Holdings, Inc. | 466,417 | $7.81M | 0.01% | −8,703−1.8% | Reduced |
| Paragon Financial Partners, Inc. | 451,093 | $7.55M | 6.20% | +451,093 | New |
| Wells Fargo & Company | 336,055 | $5.63M | 0.00% | −11,757−3.4% | Reduced |
| Franklin Resources Inc | 324,625 | $5.43M | 0.00% | +4,080+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 296,533 | $4.96M | 0.01% | +10,646+3.7% | Added |
| Strategic Wealth Advisors Group, LLC | 277,873 | $4.67M | 0.22% | −39,740−12.5% | Reduced |
| Naples Global Advisors, LLC | 258,361 | $4.33M | 0.50% | +3,058+1.2% | Added |
| Raymond James & Associates | 253,351 | $4.24M | 0.00% | +14,977+6.3% | Added |
| MML Investors Services, LLC | 252,425 | $4.23M | 0.03% | +9,478+3.9% | Added |
| Commonwealth Equity Services, LLC | 242,251 | $4.05M | 0.01% | +38,862+19.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 212,175 | $3.55M | 0.02% | +13,775+6.9% | Added |
| Anfield Capital Management, LLC | 210,996 | $3.53M | 1.22% | +2,481+1.2% | Added |
| Arkadios Wealth Advisors | 208,959 | $3.50M | 0.47% | −42,548−16.9% | Reduced |
| Hilltop Holdings Inc. | 193,348 | $3.23M | 0.34% | +18,181+10.4% | Added |
| Mutual Advisors, LLC | 158,358 | $2.65M | 0.14% | +200+0.1% | Added |
| Beacon Pointe Advisors, LLC | 158,373 | $2.65M | 0.07% | +4,148+2.7% | Added |
| Oppenheimer & Co Inc | 157,254 | $2.63M | 0.05% | −12,614−7.4% | Reduced |
| Cetera Advisor Networks LLC | 136,962 | $2.29M | 0.03% | +103,495+309.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 131,241 | $2.20M | 0.19% | +46,445+54.8% | Added |
| Axxcess Wealth Management, LLC | 114,100 | $1.91M | 0.14% | +114,100 | New |
| Outlook Wealth Advisors, LLC | 112,503 | $1.88M | 0.55% | −6,764−5.7% | Reduced |
| Stifel Financial Corp | 96,817 | $1.62M | 0.00% | +1,000+1.0% | Added |
| American Institute for Advanced Investment Management, LLP | 89,504 | $1.50M | 1.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 88,048 | $1.47M | 0.03% | +948+1.1% | Added |
| Envestnet Asset Management Inc | 85,410 | $1.43M | 0.00% | +26,926+46.0% | Added |
| Janney Montgomery Scott LLC | 71,914 | $1.20M | 0.00% | +20,514+39.9% | Added |
| RMB Capital Management, LLC | 70,703 | $1.18M | 0.04% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 70,674 | $1.18M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 69,882 | $1.17M | 0.02% | +69,882 | New |
| Mercer Global Advisors Inc | 64,163 | $1.07M | 0.01% | +22,500+54.0% | Added |
| Cresset Asset Management, LLC | 62,164 | $1.04M | 0.01% | +62,164 | New |
| Kestra Advisory Services, LLC | 53,927 | $903.0K | 0.01% | +1,989+3.8% | Added |
| Centaurus Financial, Inc. | 52,757 | $883.0K | 0.07% | +7,190+15.8% | Added |
| Mariner, LLC | 48,657 | $815.0K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 47,686 | $798.0K | 0.04% | +9,248+24.1% | Added |
| HBK Sorce Advisory LLC | 46,112 | $772.0K | 0.04% | −4,152−8.3% | Reduced |
| Creative Planning | 44,234 | $740.0K | 0.00% | +6,158+16.2% | Added |
| Northwestern Mutual Wealth Management Co | 43,969 | $736.0K | 0.00% | −297−0.7% | Reduced |
| Colony Group LLC | 40,838 | $684.0K | 0.01% | −775−1.9% | Reduced |
| Wedbush Securities Inc | 40,653 | $681.0K | 0.03% | −6,525−13.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 40,502 | $678.0K | 0.30% | 00.0% | Unchanged |
| Wealth Effects LLC | 39,629 | $663.0K | 0.28% | +39,629 | New |
| Kistler-Tiffany Companies, LLC | 38,829 | $650.0K | 0.13% | +100.0% | Added |
| Brighton Jones LLC | 34,422 | $576.0K | 0.03% | +708+2.1% | Added |
| Stableford Capital II LLC | 37,498 | $561.0K | 0.24% | +5,911+18.7% | Added |
| Laurel Wealth Advisors, Inc. | 33,349 | $558.0K | 0.04% | +20,804+165.8% | Added |
| Advisors Asset Management, Inc. | 33,253 | $556.7K | 0.01% | −1,380−4.0% | Reduced |
| Truist Financial Corp | 32,790 | $549.0K | 0.00% | −5,661−14.7% | Reduced |
| Keeley-Teton Advisors, LLC | 31,660 | $530.0K | 0.06% | +769+2.5% | Added |
| Retirement Group, LLC | 30,430 | $509.0K | 0.22% | −7,142−19.0% | Reduced |
| Private Advisor Group, LLC | 30,239 | $506.0K | 0.00% | +1,112+3.8% | Added |
| Cetera Investment Advisers | 28,972 | $485.0K | 0.01% | +3,359+13.1% | Added |
| Birchcreek Wealth Management, LLC | 25,363 | $425.0K | 0.37% | −511−2.0% | Reduced |
| HighTower Advisors, LLC | 23,756 | $397.0K | 0.00% | −441−1.8% | Reduced |
| 55I, LLC | 23,358 | $391.0K | 0.01% | +269+1.2% | Added |
| Diversified, LLC | 21,509 | $360.0K | 0.15% | −428−2.0% | Reduced |
| Castle Rock Wealth Management, LLC | 23,272 | $359.0K | 0.15% | −2,233−8.8% | Reduced |
| Rockefeller Capital Management L.P. | 21,477 | $359.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 21,421 | $359.0K | 0.07% | +21,421 | New |
| National Asset Management, Inc. | 20,871 | $350.0K | 0.01% | +1,065+5.4% | Added |
| Steel Peak Wealth Management LLC | 20,316 | $340.0K | 0.02% | +178+0.9% | Added |
| Abbrea Capital, LLC | 20,075 | $336.0K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 19,854 | $332.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 19,605 | $328.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 18,500 | $310.0K | 0.18% | +18,500 | New |
| Jacobi Capital Management LLC | 18,324 | $307.0K | 0.04% | +297+1.6% | Added |
| Keystone Financial Group | 18,243 | $305.0K | 0.05% | +283+1.6% | Added |
| Legacy Private Trust Co. | 17,650 | $295.0K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $288.6K | 0.16% | +17,242 | New |
| Busey Wealth Management | 17,104 | $286.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16,966 | $284.0K | 0.04% | +202+1.2% | Added |
| Ameritas Advisory Services, LLC | 16,946 | $284.0K | 0.01% | +16,946 | New |
| SeaCrest Wealth Management, LLC | 16,882 | $283.0K | 0.03% | +2,000+13.4% | Added |
| D.A. Davidson & Co. | 16,802 | $281.0K | 0.00% | −48,532−74.3% | Reduced |
| First Manhattan Co | 16,396 | $274.0K | 0.00% | +329+2.0% | Added |
| GWM Advisors LLC | 15,295 | $256.0K | 0.00% | +15,295 | New |
| Citadel Advisors LLC | 14,752 | $247.0K | 0.00% | +14,752 | New |
| River & Mercantile LLC | 14,030 | $235.0K | 0.12% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,930 | $233.0K | 0.02% | −460−3.2% | Reduced |
| V Wealth Advisors LLC | 13,915 | $233.0K | 0.03% | +400+3.0% | Added |
| Cetera Advisors LLC | 13,874 | $232.0K | 0.00% | +65+0.5% | Added |
| Ahrens Investment Partners LLC | 13,238 | $222.0K | 0.10% | −3,962−23.0% | Reduced |
| Laidlaw Wealth Management LLC | 13,225 | $221.0K | 0.04% | +1,365+11.5% | Added |
| Principle Wealth Partners LLC | 12,800 | $214.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,375 | $207.0K | 0.01% | +506+4.3% | Added |
| Total Clarity Wealth Management, Inc. | 12,260 | $205.0K | 0.09% | −4,947−28.7% | Reduced |
| United Asset Strategies, Inc. | 11,354 | $190.0K | 0.02% | −59,418−84.0% | Reduced |
| Pinnacle Associates Ltd | 11,219 | $188.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $186.0K | 0.01% | −13,000−53.9% | Reduced |
| Meridian Wealth Management, LLC | 10,977 | $184.0K | 0.02% | −1,243−10.2% | Reduced |
| Kingsview Wealth Management, LLC | 10,996 | $184.0K | 0.01% | 00.0% | Unchanged |