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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 10,781 | $180.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,440 | $175.0K | 0.00% | −300−2.8% | Reduced |
| Capital CS Group, LLC | 10,237 | $171.0K | 0.13% | −14,495−58.6% | Reduced |
| Kesler, Norman & Wride, LLC | 10,130 | $170.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,040 | $168.0K | 0.02% | +10,040 | New |
| Barr E S & Co | 10,000 | $167.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,946 | $166.5K | 0.01% | +2,743+38.1% | Added |
| Commons Capital, LLC | 9,766 | $163.0K | 0.16% | +9,766 | New |
| Antonetti Capital Management LLC | 8,704 | $146.0K | 0.11% | −820−8.6% | Reduced |
| CoreCap Advisors, LLC | 8,085 | $135.0K | 0.01% | +8,085 | New |
| Spire Wealth Management | 7,780 | $130.0K | 0.00% | +7,780 | New |
| Tyler-Stone Wealth Management | 7,140 | $120.0K | 0.06% | +7,140 | New |
| RWM Asset Management, LLC | 6,907 | $116.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,487 | $109.0K | 0.01% | +6,487 | New |
| Montag A & Associates Inc | 5,900 | $99.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 5,808 | $97.0K | 0.03% | +5,808 | New |
| Fifth Third Bancorp | 5,740 | $96.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,245 | $71.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,954 | $66.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,301 | $55.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 3,000 | $50.0K | 0.00% | +3,000 | New |
| Harbour Investments, Inc. | 2,671 | $45.0K | 0.00% | +2,671 | New |
| Charter Oak Capital Management, LLC | 2,456 | $41.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cornerstone Advisory, LLC | 2,000 | $34.0K | 0.00% | +2,000 | New |
| 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 |
| Cullen/Frost Bankers, Inc. | 1,875 | $31.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,609 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $25.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,413 | $24.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $20.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Huntington National Bank | – | $17.0K | 0.00% | – | New |
| CoreFirst Bank & Trust | 937 | $16.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 787 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $12.0K | 0.00% | +700 | New |
| Sound Income Strategies, LLC | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $10.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 593 | $9.00K | 0.01% | +593 | New |
| Laurel Wealth Advisors LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 434 | $7.00K | 0.01% | +434 | New |
| Bellevue Asset Management, LLC | 333 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 225 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Andrew Hill Investment Advisors, Inc. | 119 | $2.00K | 0.00% | +119 | New |
| Enterprise Financial Services Corp | 77 | $1.00K | 0.00% | −870−91.9% | Reduced |
| 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 |