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 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 37,498 | $561.0K | 0.24% | +5,911+18.7% | Added |
| Brighton Jones LLC | 34,422 | $576.0K | 0.03% | +708+2.1% | Added |
| Kistler-Tiffany Companies, LLC | 38,829 | $650.0K | 0.13% | +100.0% | Added |
| Wealth Effects LLC | 39,629 | $663.0K | 0.28% | +39,629 | New |
| Wealth Alliance Advisory Group, LLC | 40,502 | $678.0K | 0.30% | 00.0% | Unchanged |
| Wedbush Securities Inc | 40,653 | $681.0K | 0.03% | −6,525−13.8% | Reduced |
| Colony Group LLC | 40,838 | $684.0K | 0.01% | −775−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 43,969 | $736.0K | 0.00% | −297−0.7% | Reduced |
| Creative Planning | 44,234 | $740.0K | 0.00% | +6,158+16.2% | Added |
| HBK Sorce Advisory LLC | 46,112 | $772.0K | 0.04% | −4,152−8.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 47,686 | $798.0K | 0.04% | +9,248+24.1% | Added |
| Mariner, LLC | 48,657 | $815.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 52,757 | $883.0K | 0.07% | +7,190+15.8% | Added |
| Kestra Advisory Services, LLC | 53,927 | $903.0K | 0.01% | +1,989+3.8% | Added |
| Cresset Asset Management, LLC | 62,164 | $1.04M | 0.01% | +62,164 | New |
| Mercer Global Advisors Inc | 64,163 | $1.07M | 0.01% | +22,500+54.0% | Added |
| Brinker Capital Investments, LLC | 69,882 | $1.17M | 0.02% | +69,882 | New |
| Nan Shan Life Insurance Co., Ltd. | 70,674 | $1.18M | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 70,703 | $1.18M | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 71,914 | $1.20M | 0.00% | +20,514+39.9% | Added |
| Envestnet Asset Management Inc | 85,410 | $1.43M | 0.00% | +26,926+46.0% | Added |
| Stratos Wealth Partners, LTD. | 88,048 | $1.47M | 0.03% | +948+1.1% | Added |
| American Institute for Advanced Investment Management, LLP | 89,504 | $1.50M | 1.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 96,817 | $1.62M | 0.00% | +1,000+1.0% | Added |
| Outlook Wealth Advisors, LLC | 112,503 | $1.88M | 0.55% | −6,764−5.7% | Reduced |
| Axxcess Wealth Management, LLC | 114,100 | $1.91M | 0.14% | +114,100 | New |
| Texas Capital Bank Wealth Management Services Inc | 131,241 | $2.20M | 0.19% | +46,445+54.8% | Added |
| Cetera Advisor Networks LLC | 136,962 | $2.29M | 0.03% | +103,495+309.2% | Added |
| Oppenheimer & Co Inc | 157,254 | $2.63M | 0.05% | −12,614−7.4% | Reduced |
| 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 |
| Hilltop Holdings Inc. | 193,348 | $3.23M | 0.34% | +18,181+10.4% | Added |
| Arkadios Wealth Advisors | 208,959 | $3.50M | 0.47% | −42,548−16.9% | Reduced |
| Anfield Capital Management, LLC | 210,996 | $3.53M | 1.22% | +2,481+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 212,175 | $3.55M | 0.02% | +13,775+6.9% | Added |
| Commonwealth Equity Services, LLC | 242,251 | $4.05M | 0.01% | +38,862+19.1% | Added |
| MML Investors Services, LLC | 252,425 | $4.23M | 0.03% | +9,478+3.9% | Added |
| Raymond James & Associates | 253,351 | $4.24M | 0.00% | +14,977+6.3% | Added |
| Naples Global Advisors, LLC | 258,361 | $4.33M | 0.50% | +3,058+1.2% | Added |
| Strategic Wealth Advisors Group, LLC | 277,873 | $4.67M | 0.22% | −39,740−12.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 296,533 | $4.96M | 0.01% | +10,646+3.7% | Added |
| Franklin Resources Inc | 324,625 | $5.43M | 0.00% | +4,080+1.3% | Added |
| Wells Fargo & Company | 336,055 | $5.63M | 0.00% | −11,757−3.4% | Reduced |
| Paragon Financial Partners, Inc. | 451,093 | $7.55M | 6.20% | +451,093 | New |
| Advisor Group Holdings, Inc. | 466,417 | $7.81M | 0.01% | −8,703−1.8% | Reduced |
| LPL Financial LLC | 495,368 | $8.29M | 0.01% | +43,582+9.6% | Added |
| RFG Advisory, LLC | 496,822 | $8.32M | 0.57% | −1,854−0.4% | Reduced |
| Royal Bank of Canada | 608,835 | $10.2M | 0.00% | +45,200+8.0% | Added |
| Ameriprise Financial Inc | 626,680 | $10.5M | 0.00% | +32,948+5.5% | Added |
| UBS Group AG | 658,334 | $11.0M | 0.00% | +21,593+3.4% | Added |
| Guggenheim Capital LLC | 843,870 | $14.1M | 0.07% | +133,834+18.8% | Added |
| Invesco Ltd. | 940,227 | $15.7M | 0.00% | +84,079+9.8% | Added |
| Morgan Stanley | 1,198,472 | $20.1M | 0.00% | +56,594+5.0% | Added |
| Bank of America Corp | 1,557,183 | $26.1M | 0.00% | +60,259+4.0% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,882−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −3,822−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |