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 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 77 | $1.00K | 0.00% | −870−91.9% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 119 | $2.00K | 0.00% | +119 | New |
| Patriot Financial Group Insurance Agency, LLC | 195 | $3.00K | 0.00% | +4+2.1% | Added |
| Concord Wealth Partners | 160 | $3.00K | 0.00% | +160 | New |
| Wagner Wealth Management, LLC | 225 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 434 | $7.00K | 0.01% | +434 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 593 | $9.00K | 0.01% | +593 | New |
| FinTrust Capital Advisors, LLC | 617 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $12.0K | 0.00% | +700 | New |
| Sargent Bickham Lagudis LLC | 787 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $14.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $16.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $17.0K | 0.00% | – | New |
| Carroll Financial Associates, Inc. | 1,175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,129 | $19.0K | 0.00% | +1,129 | New |
| SOA Wealth Advisors, LLC. | 1,250 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,413 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $25.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,609 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,875 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,962 | $33.0K | 0.00% | +1,962 | New |
| Fortitude Advisory Group L.L.C. | 1,953 | $33.0K | 0.02% | +1,953 | New |
| Cornerstone Advisory, LLC | 2,000 | $34.0K | 0.00% | +2,000 | New |
| NEXT Financial Group, Inc | 2,394 | $40.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,413 | $40.0K | 0.01% | +49+2.1% | Added |
| Charter Oak Capital Management, LLC | 2,456 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,671 | $45.0K | 0.00% | +2,671 | New |
| Umb Bank N A | 3,000 | $50.0K | 0.00% | +3,000 | New |
| Princeton Global Asset Management LLC | 3,301 | $55.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 3,954 | $66.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,245 | $71.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,740 | $96.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 5,808 | $97.0K | 0.03% | +5,808 | New |
| Montag A & Associates Inc | 5,900 | $99.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,487 | $109.0K | 0.01% | +6,487 | New |
| RWM Asset Management, LLC | 6,907 | $116.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 7,140 | $120.0K | 0.06% | +7,140 | New |
| Spire Wealth Management | 7,780 | $130.0K | 0.00% | +7,780 | New |
| CoreCap Advisors, LLC | 8,085 | $135.0K | 0.01% | +8,085 | New |
| Antonetti Capital Management LLC | 8,704 | $146.0K | 0.11% | −820−8.6% | Reduced |
| Commons Capital, LLC | 9,766 | $163.0K | 0.16% | +9,766 | New |
| American Portfolios Advisors | 9,946 | $166.5K | 0.01% | +2,743+38.1% | Added |
| Barr E S & Co | 10,000 | $167.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,040 | $168.0K | 0.02% | +10,040 | New |
| Kesler, Norman & Wride, LLC | 10,130 | $170.0K | 0.04% | 00.0% | Unchanged |
| Capital CS Group, LLC | 10,237 | $171.0K | 0.13% | −14,495−58.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,440 | $175.0K | 0.00% | −300−2.8% | Reduced |
| AdvisorNet Financial, Inc | 10,781 | $180.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Wealthcare Advisory Partners LLC | 11,118 | $186.0K | 0.01% | −13,000−53.9% | Reduced |
| Pinnacle Associates Ltd | 11,219 | $188.0K | 0.00% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 11,354 | $190.0K | 0.02% | −59,418−84.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 12,260 | $205.0K | 0.09% | −4,947−28.7% | Reduced |
| Dynamic Advisor Solutions LLC | 12,375 | $207.0K | 0.01% | +506+4.3% | Added |
| Principle Wealth Partners LLC | 12,800 | $214.0K | 0.02% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 13,225 | $221.0K | 0.04% | +1,365+11.5% | Added |
| Ahrens Investment Partners LLC | 13,238 | $222.0K | 0.10% | −3,962−23.0% | Reduced |
| Cetera Advisors LLC | 13,874 | $232.0K | 0.00% | +65+0.5% | Added |
| 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 |
| River & Mercantile LLC | 14,030 | $235.0K | 0.12% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,752 | $247.0K | 0.00% | +14,752 | New |
| GWM Advisors LLC | 15,295 | $256.0K | 0.00% | +15,295 | New |
| First Manhattan Co | 16,396 | $274.0K | 0.00% | +329+2.0% | Added |
| D.A. Davidson & Co. | 16,802 | $281.0K | 0.00% | −48,532−74.3% | Reduced |
| SeaCrest Wealth Management, LLC | 16,882 | $283.0K | 0.03% | +2,000+13.4% | Added |
| 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 |
| Busey Wealth Management | 17,104 | $286.0K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $288.6K | 0.16% | +17,242 | New |
| Legacy Private Trust Co. | 17,650 | $295.0K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group | 18,243 | $305.0K | 0.05% | +283+1.6% | Added |
| Jacobi Capital Management LLC | 18,324 | $307.0K | 0.04% | +297+1.6% | Added |
| Siena Capital LLC | 18,500 | $310.0K | 0.18% | +18,500 | New |
| Eaton Vance Management | 19,605 | $328.0K | 0.00% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 19,854 | $332.0K | 0.03% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 20,075 | $336.0K | 0.05% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 20,316 | $340.0K | 0.02% | +178+0.9% | Added |
| National Asset Management, Inc. | 20,871 | $350.0K | 0.01% | +1,065+5.4% | Added |
| 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 |
| Diversified, LLC | 21,509 | $360.0K | 0.15% | −428−2.0% | Reduced |
| 55I, LLC | 23,358 | $391.0K | 0.01% | +269+1.2% | Added |
| HighTower Advisors, LLC | 23,756 | $397.0K | 0.00% | −441−1.8% | Reduced |
| Birchcreek Wealth Management, LLC | 25,363 | $425.0K | 0.37% | −511−2.0% | Reduced |
| Cetera Investment Advisers | 28,972 | $485.0K | 0.01% | +3,359+13.1% | Added |
| Private Advisor Group, LLC | 30,239 | $506.0K | 0.00% | +1,112+3.8% | Added |
| Retirement Group, LLC | 30,430 | $509.0K | 0.22% | −7,142−19.0% | Reduced |
| Keeley-Teton Advisors, LLC | 31,660 | $530.0K | 0.06% | +769+2.5% | Added |
| Truist Financial Corp | 32,790 | $549.0K | 0.00% | −5,661−14.7% | Reduced |
| Advisors Asset Management, Inc. | 33,253 | $556.7K | 0.01% | −1,380−4.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 33,349 | $558.0K | 0.04% | +20,804+165.8% | Added |