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, Q2 2022
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Jun 30, 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
- 154
- −5 vs. Q1 2022
- Shares held
- 15.1M
- −236.5K (−1.5%) vs. Q1 2022
- Total value
- $203.8M
- −$35.5M (−14.8%) vs. Q1 2022
- New holders
- 14
- 60 more added
- Sold out
- 19
- 34 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,503,247 | $20.3M | 0.00% | +17,044+1.1% | Added |
| Morgan Stanley | 1,240,995 | $16.8M | 0.00% | −17,497−1.4% | Reduced |
| Guggenheim Capital LLC | 1,049,764 | $14.2M | 0.11% | +70,188+7.2% | Added |
| Invesco Ltd. | 735,140 | $9.93M | 0.00% | −17,206−2.3% | Reduced |
| UBS Group AG | 721,431 | $9.75M | 0.00% | +36,544+5.3% | Added |
| Ameriprise Financial Inc | 713,440 | $9.64M | 0.00% | +41,083+6.1% | Added |
| Royal Bank of Canada | 669,767 | $9.05M | 0.00% | +11,780+1.8% | Added |
| LPL Financial LLC | 649,003 | $8.77M | 0.01% | +64,851+11.1% | Added |
| Paragon Financial Partners, Inc. | 529,488 | $7.15M | 7.35% | +69,109+15.0% | Added |
| Advisor Group Holdings, Inc. | 453,186 | $6.13M | 0.01% | +9,369+2.1% | Added |
| Strategic Wealth Advisors Group, LLC | 348,995 | $4.90M | 0.21% | +25,906+8.0% | Added |
| Commonwealth Equity Services, LLC | 352,814 | $4.77M | 0.01% | +25,485+7.8% | Added |
| Franklin Resources Inc | 333,630 | $4.51M | 0.00% | +4,750+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 313,946 | $4.24M | 0.01% | +17,722+6.0% | Added |
| Raymond James & Associates | 300,816 | $4.06M | 0.00% | +13,111+4.6% | Added |
| Envestnet Asset Management Inc | 279,671 | $3.78M | 0.00% | −8,794−3.0% | Reduced |
| Naples Global Advisors, LLC | 276,373 | $3.73M | 0.48% | +5,470+2.0% | Added |
| Wells Fargo & Company | 267,727 | $3.62M | 0.00% | +53,102+24.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 239,677 | $3.24M | 0.02% | +11,284+4.9% | Added |
| MML Investors Services, LLC | 236,587 | $3.20M | 0.02% | −12,962−5.2% | Reduced |
| Mercer Global Advisors Inc | 180,171 | $2.43M | 0.01% | +116,829+184.4% | Added |
| Beacon Pointe Advisors, LLC | 174,236 | $2.35M | 0.05% | +3,915+2.3% | Added |
| Cetera Advisor Networks LLC | 161,857 | $2.19M | 0.03% | +17,925+12.5% | Added |
| Oppenheimer & Co Inc | 154,004 | $2.08M | 0.04% | −250−0.2% | Reduced |
| Mutual Advisors, LLC | 149,772 | $2.02M | 0.13% | +1,947+1.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 132,264 | $1.79M | 0.21% | −21,910−14.2% | Reduced |
| Arkadios Wealth Advisors | 130,064 | $1.76M | 0.26% | +960+0.7% | Added |
| Truist Financial Corp | 114,924 | $1.55M | 0.00% | +11,369+11.0% | Added |
| Stratos Wealth Partners, LTD. | 113,695 | $1.54M | 0.04% | +5,605+5.2% | Added |
| American Institute for Advanced Investment Management, LLP | 98,654 | $1.33M | 1.17% | −2,000−2.0% | Reduced |
| Stifel Financial Corp | 86,445 | $1.17M | 0.00% | −17,882−17.1% | Reduced |
| Outlook Wealth Advisors, LLC | 82,800 | $1.12M | 0.46% | −33,045−28.5% | Reduced |
| RMB Capital Management, LLC | 77,812 | $1.05M | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 69,882 | $944.0K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 68,187 | $921.0K | 0.12% | −102,766−60.1% | Reduced |
| Retirement Group, LLC | 68,186 | $921.0K | 0.38% | −15,471−18.5% | Reduced |
| Advisors Asset Management, Inc. | 67,875 | $917.0K | 0.02% | +67,875 | New |
| Centaurus Financial, Inc. | 67,144 | $907.0K | 0.09% | +15,115+29.1% | Added |
| Cresset Asset Management, LLC | 65,141 | $880.0K | 0.01% | +2,058+3.3% | Added |
| Kestra Advisory Services, LLC | 57,833 | $781.0K | 0.01% | +4,942+9.3% | Added |
| Janney Montgomery Scott LLC | 56,144 | $765.0K | 0.00% | −12,159−17.8% | Reduced |
| HBK Sorce Advisory LLC | 55,612 | $751.0K | 0.06% | −500−0.9% | Reduced |
| Mariner, LLC | 49,857 | $674.0K | 0.00% | +1,200+2.5% | Added |
| Wedbush Securities Inc | 48,866 | $660.0K | 0.04% | +8,135+20.0% | Added |
| J.W. Cole Advisors, Inc. | 47,252 | $638.0K | 0.05% | −1,015−2.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 47,036 | $635.0K | 0.05% | +883+1.9% | Added |
| Focus Financial Network, Inc. | 41,650 | $562.7K | 0.05% | +161+0.4% | Added |
| Wealth Effects LLC | 41,332 | $558.0K | 0.34% | +1,713+4.3% | Added |
| Avantax Advisory Services, Inc. | 40,786 | $551.0K | 0.01% | −12,258−23.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 40,502 | $547.0K | 0.26% | 00.0% | Unchanged |
| Stableford Capital II LLC | 35,694 | $545.0K | 0.25% | −2,500−6.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 39,261 | $531.0K | 0.00% | +2,124+5.7% | Added |
| GPS Wealth Strategies Group, LLC | 37,719 | $510.0K | 0.13% | +20,940+124.8% | Added |
| Brighton Jones LLC | 36,070 | $487.0K | 0.03% | +879+2.5% | Added |
| Private Advisor Group, LLC | 34,810 | $470.0K | 0.00% | +2,084+6.4% | Added |
| Cetera Investment Advisers | 31,859 | $430.0K | 0.01% | +1,625+5.4% | Added |
| Kistler-Tiffany Companies, LLC | 30,882 | $417.0K | 0.09% | +120.0% | Added |
| Keeley-Teton Advisors, LLC | 30,430 | $411.0K | 0.05% | +924+3.1% | Added |
| Arete Wealth Advisors, LLC | 30,446 | $411.0K | 0.04% | +30,446 | New |
| Avory & Company, LLC | 30,308 | $409.0K | 0.35% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,953 | $405.0K | 0.00% | +5,907+24.6% | Added |
| Laurel Wealth Advisors, Inc. | 29,024 | $392.0K | 0.04% | −6,283−17.8% | Reduced |
| Birchcreek Wealth Management, LLC | 25,572 | $345.0K | 0.31% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 24,859 | $336.0K | 0.01% | +1,914+8.3% | Added |
| Essex Financial Services, Inc. | 24,043 | $325.0K | 0.04% | +97+0.4% | Added |
| Cohen & Steers, Inc. | 22,753 | $307.0K | 0.00% | −19,594−46.3% | Reduced |
| Steel Peak Wealth Management LLC | 22,011 | $297.0K | 0.02% | +1,514+7.4% | Added |
| Dynamic Advisor Solutions LLC | 21,547 | $291.0K | 0.02% | +3,880+22.0% | Added |
| Diversified, LLC | 21,340 | $288.0K | 0.12% | +112+0.5% | Added |
| Colony Group LLC | 21,225 | $287.0K | 0.00% | −18,184−46.1% | Reduced |
| National Asset Management, Inc. | 20,570 | $278.0K | 0.01% | −1,680−7.6% | Reduced |
| Rockefeller Capital Management L.P. | 20,483 | $276.0K | 0.00% | −994−4.6% | Reduced |
| Abbrea Capital, LLC | 20,075 | $271.0K | 0.05% | 00.0% | Unchanged |
| Eaton Vance Management | 19,605 | $265.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 19,420 | $262.0K | 0.03% | +2,538+15.0% | Added |
| GWM Advisors LLC | 19,334 | $261.0K | 0.00% | +2,127+12.4% | Added |
| Jacobi Capital Management LLC | 18,995 | $257.0K | 0.03% | +347+1.9% | Added |
| Buckingham Strategic Partners | 18,831 | $254.0K | 0.02% | +5,831+44.9% | Added |
| Focused Wealth Management, Inc | 17,244 | $233.0K | 0.04% | +340+2.0% | Added |
| Silverlake Wealth Management LLC | 17,242 | $232.9K | 0.15% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $232.0K | 0.00% | 00.0% | Unchanged |
| Busey Wealth Management | 17,104 | $231.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 14,900 | $226.0K | 0.04% | +1,878+14.4% | Added |
| Cetera Advisors LLC | 14,534 | $196.0K | 0.00% | +660+4.8% | Added |
| Laidlaw Wealth Management LLC | 14,328 | $194.0K | 0.04% | −998−6.5% | Reduced |
| River & Mercantile LLC | 14,030 | $190.0K | 0.12% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,915 | $188.0K | 0.04% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 13,650 | $184.0K | 0.02% | −4,000−22.7% | Reduced |
| Castle Rock Wealth Management, LLC | 13,022 | $184.0K | 0.09% | −254−1.9% | Reduced |
| Gladstone Institutional Advisory LLC | 13,398 | $181.0K | 0.01% | −430−3.1% | Reduced |
| National Wealth Management Group, LLC | 13,324 | $180.0K | 0.23% | +1,050+8.6% | Added |
| IFP Advisors, Inc | 11,400 | $176.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,017 | $176.0K | 0.00% | +13,017 | New |
| Capital CS Group, LLC | 12,931 | $175.0K | 0.18% | +12,931 | New |
| Principle Wealth Partners LLC | 12,800 | $173.0K | 0.02% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 12,666 | $171.0K | 0.00% | +12,666 | New |
| D.A. Davidson & Co. | 12,550 | $170.0K | 0.00% | −3,435−21.5% | Reduced |
| Creative Planning | 12,423 | $168.0K | 0.00% | −34,140−73.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,214 | $165.0K | 0.00% | +1,774+17.0% | Added |
| Merit Financial Group, LLC | 12,033 | $163.0K | 0.01% | +12,033 | New |