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, Q1 2022
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Mar 31, 2022. 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
- 159
- +8 vs. Q4 2021
- Shares held
- 15.3M
- +477.8K (+3.2%) vs. Q4 2021
- Total value
- $239.4M
- −$8.69M (−3.5%) vs. Q4 2021
- New holders
- 28
- 54 more added
- Sold out
- 20
- 33 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,486,203 | $23.2M | 0.00% | −70,980−4.6% | Reduced |
| Morgan Stanley | 1,258,492 | $19.7M | 0.00% | +60,020+5.0% | Added |
| Guggenheim Capital LLC | 979,576 | $15.3M | 0.09% | +135,706+16.1% | Added |
| Invesco Ltd. | 752,346 | $11.8M | 0.00% | −187,881−20.0% | Reduced |
| UBS Group AG | 684,887 | $10.7M | 0.00% | +26,553+4.0% | Added |
| Ameriprise Financial Inc | 672,357 | $10.5M | 0.00% | +45,677+7.3% | Added |
| Royal Bank of Canada | 657,987 | $10.3M | 0.00% | +49,152+8.1% | Added |
| LPL Financial LLC | 584,152 | $9.12M | 0.01% | +88,784+17.9% | Added |
| RFG Advisory, LLC | 510,856 | $7.98M | 0.51% | +14,034+2.8% | Added |
| Advisor Group Holdings, Inc. | 443,817 | $7.32M | 0.01% | −22,600−4.8% | Reduced |
| Paragon Financial Partners, Inc. | 460,379 | $7.19M | 6.27% | +9,286+2.1% | Added |
| Franklin Resources Inc | 328,880 | $5.14M | 0.00% | +4,255+1.3% | Added |
| Commonwealth Equity Services, LLC | 327,329 | $5.11M | 0.01% | +85,078+35.1% | Added |
| Strategic Wealth Advisors Group, LLC | 323,089 | $5.07M | 0.20% | +45,216+16.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 296,224 | $4.63M | 0.01% | −309−0.1% | Reduced |
| Envestnet Asset Management Inc | 288,465 | $4.51M | 0.00% | +203,055+237.7% | Added |
| Raymond James & Associates | 287,705 | $4.49M | 0.00% | +34,354+13.6% | Added |
| Naples Global Advisors, LLC | 270,903 | $4.23M | 0.49% | +12,542+4.9% | Added |
| MML Investors Services, LLC | 249,549 | $3.90M | 0.03% | −2,876−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 228,393 | $3.57M | 0.02% | +16,218+7.6% | Added |
| Wells Fargo & Company | 214,625 | $3.35M | 0.00% | −121,430−36.1% | Reduced |
| Hilltop Holdings Inc. | 170,953 | $2.67M | 0.30% | −22,395−11.6% | Reduced |
| Beacon Pointe Advisors, LLC | 170,321 | $2.66M | 0.04% | +11,948+7.5% | Added |
| Oppenheimer & Co Inc | 154,254 | $2.41M | 0.04% | −3,000−1.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 154,174 | $2.41M | 0.22% | +22,933+17.5% | Added |
| Mutual Advisors, LLC | 147,825 | $2.31M | 0.13% | −10,533−6.7% | Reduced |
| Cetera Advisor Networks LLC | 143,932 | $2.25M | 0.03% | +6,970+5.1% | Added |
| Arkadios Wealth Advisors | 129,104 | $2.02M | 0.27% | −79,855−38.2% | Reduced |
| Axxcess Wealth Management, LLC | 119,617 | $1.87M | 0.15% | +5,517+4.8% | Added |
| Outlook Wealth Advisors, LLC | 115,845 | $1.81M | 0.61% | +3,342+3.0% | Added |
| Stratos Wealth Partners, LTD. | 108,090 | $1.69M | 0.04% | +20,042+22.8% | Added |
| Stifel Financial Corp | 104,327 | $1.63M | 0.00% | +7,510+7.8% | Added |
| Truist Financial Corp | 103,555 | $1.62M | 0.00% | +70,765+215.8% | Added |
| American Institute for Advanced Investment Management, LLP | 100,654 | $1.57M | 1.14% | +11,150+12.5% | Added |
| Retirement Group, LLC | 83,657 | $1.31M | 0.51% | +53,227+174.9% | Added |
| RMB Capital Management, LLC | 77,812 | $1.22M | 0.04% | +7,109+10.1% | Added |
| Brinker Capital Investments, LLC | 69,882 | $1.09M | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 68,303 | $1.07M | 0.00% | −3,611−5.0% | Reduced |
| Mercer Global Advisors Inc | 63,342 | $989.0K | 0.01% | −821−1.3% | Reduced |
| Cresset Asset Management, LLC | 63,083 | $985.0K | 0.01% | +919+1.5% | Added |
| HBK Sorce Advisory LLC | 56,112 | $876.0K | 0.05% | +10,000+21.7% | Added |
| Avantax Advisory Services, Inc. | 53,044 | $829.0K | 0.01% | +53,044 | New |
| Kestra Advisory Services, LLC | 52,891 | $826.0K | 0.01% | −1,036−1.9% | Reduced |
| Centaurus Financial, Inc. | 52,029 | $813.0K | 0.06% | −728−1.4% | Reduced |
| Mariner, LLC | 48,657 | $760.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 48,267 | $754.0K | 0.05% | +34,337+246.5% | Added |
| Creative Planning | 46,563 | $727.0K | 0.00% | +2,329+5.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 46,153 | $721.0K | 0.04% | −1,533−3.2% | Reduced |
| Cohen & Steers, Inc. | 42,347 | $661.0K | 0.00% | +42,347 | New |
| Focus Financial Network, Inc. | 41,489 | $648.1K | 0.05% | +41,489 | New |
| Wedbush Securities Inc | 40,731 | $636.0K | 0.03% | +78+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 40,502 | $633.0K | 0.27% | 00.0% | Unchanged |
| Wealth Effects LLC | 39,619 | $619.0K | 0.29% | −100.0% | Reduced |
| Colony Group LLC | 39,409 | $616.0K | 0.01% | −1,429−3.5% | Reduced |
| Stableford Capital II LLC | 38,194 | $588.0K | 0.25% | +696+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 37,137 | $581.0K | 0.00% | −6,832−15.5% | Reduced |
| Laurel Wealth Advisors, Inc. | 35,307 | $551.0K | 0.05% | +1,958+5.9% | Added |
| Brighton Jones LLC | 35,191 | $550.0K | 0.03% | +769+2.2% | Added |
| Private Advisor Group, LLC | 32,726 | $511.0K | 0.00% | +2,487+8.2% | Added |
| Kistler-Tiffany Companies, LLC | 30,870 | $482.0K | 0.09% | −7,959−20.5% | Reduced |
| Avory & Company, LLC | 30,308 | $473.0K | 0.30% | +30,308 | New |
| Cetera Investment Advisers | 30,234 | $472.0K | 0.01% | +1,262+4.4% | Added |
| Keeley-Teton Advisors, LLC | 29,506 | $461.0K | 0.05% | −2,154−6.8% | Reduced |
| Birchcreek Wealth Management, LLC | 25,572 | $399.0K | 0.35% | +209+0.8% | Added |
| HighTower Advisors, LLC | 24,046 | $375.0K | 0.00% | +290+1.2% | Added |
| Essex Financial Services, Inc. | 23,946 | $374.0K | 0.04% | +4,092+20.6% | Added |
| Atria Wealth Solutions, Inc. | 22,945 | $358.0K | 0.01% | +22,945 | New |
| National Asset Management, Inc. | 22,250 | $348.0K | 0.01% | +1,379+6.6% | Added |
| Rockefeller Capital Management L.P. | 21,477 | $335.0K | 0.00% | 00.0% | Unchanged |
| Diversified, LLC | 21,228 | $332.0K | 0.14% | −281−1.3% | Reduced |
| 55I, LLC | 20,867 | $326.0K | 0.01% | −2,491−10.7% | Reduced |
| Steel Peak Wealth Management LLC | 20,497 | $320.0K | 0.02% | +181+0.9% | Added |
| Abbrea Capital, LLC | 20,075 | $314.0K | 0.04% | 00.0% | Unchanged |
| Eaton Vance Management | 19,605 | $306.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 18,648 | $291.0K | 0.03% | +324+1.8% | Added |
| Keystone Financial Group | 18,553 | $290.0K | 0.05% | +310+1.7% | Added |
| Legacy Private Trust Co. | 17,650 | $276.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 17,667 | $276.0K | 0.02% | +5,292+42.8% | Added |
| Baird Financial Group, Inc. | 17,443 | $272.0K | 0.00% | +17,443 | New |
| Silverlake Wealth Management LLC | 17,242 | $269.3K | 0.15% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,207 | $269.0K | 0.00% | +1,912+12.5% | Added |
| CIBC Private Wealth Group, LLC | 17,162 | $268.0K | 0.00% | +17,162 | New |
| Busey Wealth Management | 17,104 | $267.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16,904 | $264.0K | 0.04% | −62−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 16,882 | $264.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 16,779 | $262.0K | 0.06% | +16,779 | New |
| D.A. Davidson & Co. | 15,985 | $250.0K | 0.00% | −817−4.9% | Reduced |
| HRT Financial LP | 15,579 | $243.0K | 0.00% | +15,579 | New |
| Laidlaw Wealth Management LLC | 15,326 | $239.0K | 0.04% | +2,101+15.9% | Added |
| Goldman Sachs Group Inc | 15,155 | $237.0K | 0.00% | +15,155 | New |
| Ameritas Advisory Services, LLC | 14,211 | $222.0K | 0.01% | −2,735−16.1% | Reduced |
| River & Mercantile LLC | 14,030 | $219.0K | 0.11% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,915 | $218.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,874 | $217.0K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 13,828 | $216.0K | 0.01% | +13,828 | New |
| Castle Rock Wealth Management, LLC | 13,276 | $204.0K | 0.09% | −9,996−43.0% | Reduced |
| Buckingham Strategic Partners | 13,000 | $203.0K | 0.02% | −8,421−39.3% | Reduced |
| Principle Wealth Partners LLC | 12,800 | $200.0K | 0.02% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 12,274 | $191.7K | 0.18% | +12,274 | New |
| Total Clarity Wealth Management, Inc. | 12,150 | $190.0K | 0.10% | −110−0.9% | Reduced |