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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 204 | $3.00K | 0.00% | +5+2.5% | Added |
| Wagner Wealth Management, LLC | 225 | $3.00K | 0.00% | +225 | New |
| Tompkins Financial Corp | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $4.00K | 0.00% | +300 | New |
| Laurel Wealth Advisors LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $7.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 556 | $8.00K | 0.00% | +556 | New |
| CWM, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $9.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 750 | $10.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 787 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $13.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,413 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Legacy CG, LLC | 1,500 | $20.0K | 0.01% | +1,500 | New |
| Prospera Financial Services Inc | 1,616 | $22.0K | 0.00% | −681−29.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,962 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,459 | $33.0K | 0.00% | +850+52.8% | Added |
| Tradition Wealth Management, LLC | 2,519 | $34.0K | 0.00% | +56+2.3% | Added |
| Worth Asset Management, LLC | 2,500 | $34.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,536 | $34.0K | 0.00% | +500+24.6% | Added |
| Harbour Investments, Inc. | 2,671 | $36.0K | 0.00% | +2,671 | New |
| Benjamin F. Edwards & Company, Inc. | 2,947 | $40.0K | 0.00% | +90+3.2% | Added |
| Umb Bank N A | 3,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,301 | $45.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,715 | $50.0K | 0.00% | −1,358−26.8% | Reduced |
| US Bancorp | 3,954 | $53.0K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 4,500 | $61.0K | 0.01% | +4,500 | New |
| RWM Asset Management, LLC | 5,260 | $71.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,740 | $78.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,900 | $80.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,098 | $96.0K | 0.01% | −3,000−29.7% | Reduced |
| Tyler-Stone Wealth Management | 7,140 | $96.0K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 7,444 | $101.0K | 0.02% | +7,444 | New |
| Kesler, Norman & Wride, LLC | 10,130 | $137.0K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,658 | $144.0K | 0.00% | +10,658 | New |
| Ahrens Investment Partners LLC | 10,788 | $146.0K | 0.06% | −950−8.1% | Reduced |
| Meridian Wealth Management, LLC | 11,043 | $149.0K | 0.01% | −139−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 10,996 | $149.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $150.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $152.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 11,346 | $153.3K | 0.01% | +78+0.7% | Added |
| Total Clarity Wealth Management, Inc. | 11,500 | $155.0K | 0.08% | −650−5.3% | Reduced |
| AE Wealth Management LLC | 11,575 | $156.0K | 0.00% | +800+7.4% | Added |
| Ameritas Advisory Services, LLC | 11,811 | $160.0K | 0.01% | −2,400−16.9% | Reduced |
| Merit Financial Group, LLC | 12,033 | $163.0K | 0.01% | +12,033 | New |
| Steward Partners Investment Advisory, LLC | 12,214 | $165.0K | 0.00% | +1,774+17.0% | Added |
| Creative Planning | 12,423 | $168.0K | 0.00% | −34,140−73.3% | Reduced |
| D.A. Davidson & Co. | 12,550 | $170.0K | 0.00% | −3,435−21.5% | Reduced |
| Personal Capital Advisors Corp | 12,666 | $171.0K | 0.00% | +12,666 | New |
| Principle Wealth Partners LLC | 12,800 | $173.0K | 0.02% | 00.0% | Unchanged |
| Capital CS Group, LLC | 12,931 | $175.0K | 0.18% | +12,931 | New |
| 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 |
| National Wealth Management Group, LLC | 13,324 | $180.0K | 0.23% | +1,050+8.6% | Added |
| Gladstone Institutional Advisory LLC | 13,398 | $181.0K | 0.01% | −430−3.1% | Reduced |
| 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 |
| V Wealth Advisors LLC | 13,915 | $188.0K | 0.04% | 00.0% | Unchanged |
| River & Mercantile LLC | 14,030 | $190.0K | 0.12% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 14,328 | $194.0K | 0.04% | −998−6.5% | Reduced |
| Cetera Advisors LLC | 14,534 | $196.0K | 0.00% | +660+4.8% | Added |
| ICA Group Wealth Management, LLC | 14,900 | $226.0K | 0.04% | +1,878+14.4% | Added |
| Busey Wealth Management | 17,104 | $231.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $232.0K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $232.9K | 0.15% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17,244 | $233.0K | 0.04% | +340+2.0% | Added |
| Buckingham Strategic Partners | 18,831 | $254.0K | 0.02% | +5,831+44.9% | Added |
| Jacobi Capital Management LLC | 18,995 | $257.0K | 0.03% | +347+1.9% | Added |
| GWM Advisors LLC | 19,334 | $261.0K | 0.00% | +2,127+12.4% | Added |
| SeaCrest Wealth Management, LLC | 19,420 | $262.0K | 0.03% | +2,538+15.0% | Added |
| Eaton Vance Management | 19,605 | $265.0K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 20,075 | $271.0K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 20,483 | $276.0K | 0.00% | −994−4.6% | Reduced |
| National Asset Management, Inc. | 20,570 | $278.0K | 0.01% | −1,680−7.6% | Reduced |
| Colony Group LLC | 21,225 | $287.0K | 0.00% | −18,184−46.1% | Reduced |
| Diversified, LLC | 21,340 | $288.0K | 0.12% | +112+0.5% | Added |
| Dynamic Advisor Solutions LLC | 21,547 | $291.0K | 0.02% | +3,880+22.0% | Added |
| Steel Peak Wealth Management LLC | 22,011 | $297.0K | 0.02% | +1,514+7.4% | Added |
| Cohen & Steers, Inc. | 22,753 | $307.0K | 0.00% | −19,594−46.3% | Reduced |
| Essex Financial Services, Inc. | 24,043 | $325.0K | 0.04% | +97+0.4% | Added |
| Atria Wealth Solutions, Inc. | 24,859 | $336.0K | 0.01% | +1,914+8.3% | Added |
| Birchcreek Wealth Management, LLC | 25,572 | $345.0K | 0.31% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 29,024 | $392.0K | 0.04% | −6,283−17.8% | Reduced |
| HighTower Advisors, LLC | 29,953 | $405.0K | 0.00% | +5,907+24.6% | Added |
| Avory & Company, LLC | 30,308 | $409.0K | 0.35% | 00.0% | Unchanged |
| 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 |
| Kistler-Tiffany Companies, LLC | 30,882 | $417.0K | 0.09% | +120.0% | Added |
| Cetera Investment Advisers | 31,859 | $430.0K | 0.01% | +1,625+5.4% | Added |
| Private Advisor Group, LLC | 34,810 | $470.0K | 0.00% | +2,084+6.4% | Added |