Skip to main content

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.

Q4 2021 vs. Q3 2021

How the institutions holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of ETV: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1364154+22
Shares13.4M37.9K14.8M+1.49M (+11.1%)
Value$214.0M$607.0K$248.2M+$34.8M (+16.3%)

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Eaton Vance Tax-Managed Buy-Write Opportunities Fund at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to ETV in Q4 2021
InstitutionSharesValue% of portfolio
Paragon Financial Partners, Inc.451,093$7.55M6.20%
Axxcess Wealth Management, LLC114,100$1.91M0.14%
Brinker Capital Investments, LLC69,882$1.17M0.02%
Cresset Asset Management, LLC62,164$1.04M0.01%
Wealth Effects LLC39,629$663.0K0.28%
Buckingham Strategic Partners21,421$359.0K0.07%
Siena Capital LLC18,500$310.0K0.18%
Silverlake Wealth Management LLC17,242$288.6K0.16%
Ameritas Advisory Services, LLC16,946$284.0K0.01%
GWM Advisors LLC15,295$256.0K0.00%
Citadel Advisors LLC14,752$247.0K0.00%
Cornerstone Wealth Management, LLC10,040$168.0K0.02%
Commons Capital, LLC9,766$163.0K0.16%
CoreCap Advisors, LLC8,085$135.0K0.01%
Spire Wealth Management7,780$130.0K0.00%
Tyler-Stone Wealth Management7,140$120.0K0.06%
Trust Co of Vermont6,487$109.0K0.01%
Confluence Wealth Services, Inc.5,808$97.0K0.03%
Umb Bank N A3,000$50.0K0.00%
Harbour Investments, Inc.2,671$45.0K0.00%
Cornerstone Advisory, LLC2,000$34.0K0.00%
The PNC Financial Services Group, Inc.1,962$33.0K0.00%
Fortitude Advisory Group L.L.C.1,953$33.0K0.02%
Tower Research Capital LLC (TRC)1,129$19.0K0.00%
Huntington National Bank–$17.0K0.00%
CWM, LLC700$12.0K0.00%
Comprehensive Financial Consultants Institutional, Inc.593$9.00K0.01%
Investmark Advisory Group LLC434$7.00K0.01%
Concord Wealth Partners160$3.00K0.00%
Andrew Hill Investment Advisors, Inc.119$2.00K0.00%

Sold out (8)

Institutions that held Eaton Vance Tax-Managed Buy-Write Opportunities Fund at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of ETV in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Wolverine Asset Management LLC3,882$62.0K
Citigroup Inc3,822$61.0K
Blue Bell Private Wealth Management, LLC900$14.0K
Joseph P. Lucia & Associates, LLC850$14.0K
O'Shaughnessy Asset Management, LLC552$9.00K
CX Institutional556$9.00K
Bartlett & Co. Wealth Management LLC150$2.40K
Bartlett & Co. LLC150$2.00K

Not filed for Q4 2021 yet (4)

Institutions that held Eaton Vance Tax-Managed Buy-Write Opportunities Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ETV in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Mid Atlantic Financial Management Inc20,092$321.0K
Ameritas Investment Company, LLC16,240$260.0K
Sonora Investment Management, LLC929$15.0K
Security National Trust Co675$11.0K