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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Concord Wealth Partners | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $2.00K | 0.00% | +150 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $2.34K | 0.00% | +150 | New |
| Patriot Financial Group Insurance Agency, LLC | 199 | $3.00K | 0.00% | +4+2.1% | Added |
| Bellevue Asset Management, LLC | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $8.00K | 0.00% | −7,263−93.4% | Reduced |
| JPMorgan Chase & Co | 500 | $8.00K | 0.00% | +500 | New |
| TCWP LLC | 550 | $8.00K | 0.00% | +550 | New |
| Optimum Investment Advisors | 600 | $9.00K | 0.00% | +600 | New |
| FinTrust Capital Advisors, LLC | 617 | $10.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 787 | $12.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 750 | $12.0K | 0.01% | +750 | New |
| Allworth Financial LP | 843 | $13.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $15.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,000 | $16.0K | 0.00% | +1,000 | New |
| SOA Wealth Advisors, LLC. | 1,250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,413 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $23.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,609 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,875 | $29.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,962 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,036 | $32.0K | 0.00% | −420−17.1% | Reduced |
| Money Concepts Capital Corp | 2,200 | $34.0K | 0.00% | +2,200 | New |
| Worth Asset Management, LLC | 2,500 | $34.0K | 0.02% | +2,500 | New |
| Prospera Financial Services Inc | 2,297 | $36.0K | 0.00% | +2,297 | New |
| Tradition Wealth Management, LLC | 2,463 | $38.0K | 0.00% | +50+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,857 | $45.0K | 0.00% | +2,857 | New |
| Umb Bank N A | 3,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,245 | $51.0K | 0.03% | +1,292+66.2% | Added |
| Princeton Global Asset Management LLC | 3,301 | $52.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,954 | $62.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,073 | $79.0K | 0.00% | +828+19.5% | Added |
| RWM Asset Management, LLC | 5,260 | $82.0K | 0.02% | −1,647−23.8% | Reduced |
| Fifth Third Bancorp | 5,740 | $90.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,900 | $92.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 7,140 | $112.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9,281 | $145.0K | 0.01% | −1,500−13.9% | Reduced |
| Commons Capital, LLC | 9,766 | $153.0K | 0.17% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 10,048 | $157.0K | 0.02% | +8+0.1% | Added |
| Kesler, Norman & Wride, LLC | 10,130 | $158.0K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10,098 | $158.0K | 0.01% | +2,013+24.9% | Added |
| Steward Partners Investment Advisory, LLC | 10,440 | $163.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,560 | $165.0K | 0.00% | +10,560 | New |
| AE Wealth Management LLC | 10,775 | $168.0K | 0.00% | +10,775 | New |
| Kingsview Wealth Management, LLC | 10,996 | $171.8K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $174.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $175.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,182 | $175.0K | 0.02% | +205+1.9% | Added |
| IFP Advisors, Inc | 11,400 | $176.0K | 0.00% | +11,400 | New |
| American Portfolios Advisors | 11,268 | $176.0K | 0.01% | +1,322+13.3% | Added |
| Ahrens Investment Partners LLC | 11,738 | $183.0K | 0.06% | −1,500−11.3% | Reduced |
| ICA Group Wealth Management, LLC | 13,022 | $188.0K | 0.04% | +13,022 | New |
| Total Clarity Wealth Management, Inc. | 12,150 | $190.0K | 0.10% | −110−0.9% | Reduced |
| National Wealth Management Group, LLC | 12,274 | $191.7K | 0.18% | +12,274 | New |
| Principle Wealth Partners LLC | 12,800 | $200.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 13,000 | $203.0K | 0.02% | −8,421−39.3% | Reduced |
| Castle Rock Wealth Management, LLC | 13,276 | $204.0K | 0.09% | −9,996−43.0% | Reduced |
| Gladstone Institutional Advisory LLC | 13,828 | $216.0K | 0.01% | +13,828 | New |
| Cetera Advisors LLC | 13,874 | $217.0K | 0.00% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,915 | $218.0K | 0.03% | 00.0% | Unchanged |
| River & Mercantile LLC | 14,030 | $219.0K | 0.11% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 14,211 | $222.0K | 0.01% | −2,735−16.1% | Reduced |
| Goldman Sachs Group Inc | 15,155 | $237.0K | 0.00% | +15,155 | New |
| Laidlaw Wealth Management LLC | 15,326 | $239.0K | 0.04% | +2,101+15.9% | Added |
| HRT Financial LP | 15,579 | $243.0K | 0.00% | +15,579 | New |
| D.A. Davidson & Co. | 15,985 | $250.0K | 0.00% | −817−4.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 16,779 | $262.0K | 0.06% | +16,779 | New |
| 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 |
| Busey Wealth Management | 17,104 | $267.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $268.0K | 0.00% | +17,162 | New |
| GWM Advisors LLC | 17,207 | $269.0K | 0.00% | +1,912+12.5% | Added |
| Silverlake Wealth Management LLC | 17,242 | $269.3K | 0.15% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 17,443 | $272.0K | 0.00% | +17,443 | New |
| 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 |
| Keystone Financial Group | 18,553 | $290.0K | 0.05% | +310+1.7% | Added |
| Jacobi Capital Management LLC | 18,648 | $291.0K | 0.03% | +324+1.8% | Added |
| Eaton Vance Management | 19,605 | $306.0K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 20,075 | $314.0K | 0.04% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 20,497 | $320.0K | 0.02% | +181+0.9% | Added |
| 55I, LLC | 20,867 | $326.0K | 0.01% | −2,491−10.7% | Reduced |
| Diversified, LLC | 21,228 | $332.0K | 0.14% | −281−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 21,477 | $335.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 22,250 | $348.0K | 0.01% | +1,379+6.6% | Added |
| Atria Wealth Solutions, Inc. | 22,945 | $358.0K | 0.01% | +22,945 | New |
| Essex Financial Services, Inc. | 23,946 | $374.0K | 0.04% | +4,092+20.6% | Added |
| HighTower Advisors, LLC | 24,046 | $375.0K | 0.00% | +290+1.2% | Added |
| Birchcreek Wealth Management, LLC | 25,572 | $399.0K | 0.35% | +209+0.8% | Added |
| Keeley-Teton Advisors, LLC | 29,506 | $461.0K | 0.05% | −2,154−6.8% | Reduced |
| Cetera Investment Advisers | 30,234 | $472.0K | 0.01% | +1,262+4.4% | Added |
| Avory & Company, LLC | 30,308 | $473.0K | 0.30% | +30,308 | New |
| Kistler-Tiffany Companies, LLC | 30,870 | $482.0K | 0.09% | −7,959−20.5% | Reduced |