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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 36,070 | $487.0K | 0.03% | +879+2.5% | Added |
| GPS Wealth Strategies Group, LLC | 37,719 | $510.0K | 0.13% | +20,940+124.8% | Added |
| Northwestern Mutual Wealth Management Co | 39,261 | $531.0K | 0.00% | +2,124+5.7% | Added |
| Stableford Capital II LLC | 35,694 | $545.0K | 0.25% | −2,500−6.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 40,502 | $547.0K | 0.26% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 40,786 | $551.0K | 0.01% | −12,258−23.1% | Reduced |
| Wealth Effects LLC | 41,332 | $558.0K | 0.34% | +1,713+4.3% | Added |
| Focus Financial Network, Inc. | 41,650 | $562.7K | 0.05% | +161+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 47,036 | $635.0K | 0.05% | +883+1.9% | Added |
| J.W. Cole Advisors, Inc. | 47,252 | $638.0K | 0.05% | −1,015−2.1% | Reduced |
| Wedbush Securities Inc | 48,866 | $660.0K | 0.04% | +8,135+20.0% | Added |
| Mariner, LLC | 49,857 | $674.0K | 0.00% | +1,200+2.5% | Added |
| HBK Sorce Advisory LLC | 55,612 | $751.0K | 0.06% | −500−0.9% | Reduced |
| Janney Montgomery Scott LLC | 56,144 | $765.0K | 0.00% | −12,159−17.8% | Reduced |
| Kestra Advisory Services, LLC | 57,833 | $781.0K | 0.01% | +4,942+9.3% | Added |
| Cresset Asset Management, LLC | 65,141 | $880.0K | 0.01% | +2,058+3.3% | Added |
| Centaurus Financial, Inc. | 67,144 | $907.0K | 0.09% | +15,115+29.1% | Added |
| Advisors Asset Management, Inc. | 67,875 | $917.0K | 0.02% | +67,875 | New |
| 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 |
| Brinker Capital Investments, LLC | 69,882 | $944.0K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 77,812 | $1.05M | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 82,800 | $1.12M | 0.46% | −33,045−28.5% | Reduced |
| Stifel Financial Corp | 86,445 | $1.17M | 0.00% | −17,882−17.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 98,654 | $1.33M | 1.17% | −2,000−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 113,695 | $1.54M | 0.04% | +5,605+5.2% | Added |
| Truist Financial Corp | 114,924 | $1.55M | 0.00% | +11,369+11.0% | Added |
| Arkadios Wealth Advisors | 130,064 | $1.76M | 0.26% | +960+0.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 132,264 | $1.79M | 0.21% | −21,910−14.2% | Reduced |
| Mutual Advisors, LLC | 149,772 | $2.02M | 0.13% | +1,947+1.3% | Added |
| Oppenheimer & Co Inc | 154,004 | $2.08M | 0.04% | −250−0.2% | Reduced |
| Cetera Advisor Networks LLC | 161,857 | $2.19M | 0.03% | +17,925+12.5% | Added |
| Beacon Pointe Advisors, LLC | 174,236 | $2.35M | 0.05% | +3,915+2.3% | Added |
| Mercer Global Advisors Inc | 180,171 | $2.43M | 0.01% | +116,829+184.4% | Added |
| MML Investors Services, LLC | 236,587 | $3.20M | 0.02% | −12,962−5.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 239,677 | $3.24M | 0.02% | +11,284+4.9% | Added |
| Wells Fargo & Company | 267,727 | $3.62M | 0.00% | +53,102+24.7% | Added |
| Naples Global Advisors, LLC | 276,373 | $3.73M | 0.48% | +5,470+2.0% | Added |
| Envestnet Asset Management Inc | 279,671 | $3.78M | 0.00% | −8,794−3.0% | Reduced |
| Raymond James & Associates | 300,816 | $4.06M | 0.00% | +13,111+4.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 313,946 | $4.24M | 0.01% | +17,722+6.0% | Added |
| Franklin Resources Inc | 333,630 | $4.51M | 0.00% | +4,750+1.4% | Added |
| Commonwealth Equity Services, LLC | 352,814 | $4.77M | 0.01% | +25,485+7.8% | Added |
| Strategic Wealth Advisors Group, LLC | 348,995 | $4.90M | 0.21% | +25,906+8.0% | Added |
| Advisor Group Holdings, Inc. | 453,186 | $6.13M | 0.01% | +9,369+2.1% | Added |
| Paragon Financial Partners, Inc. | 529,488 | $7.15M | 7.35% | +69,109+15.0% | Added |
| LPL Financial LLC | 649,003 | $8.77M | 0.01% | +64,851+11.1% | Added |
| Royal Bank of Canada | 669,767 | $9.05M | 0.00% | +11,780+1.8% | Added |
| Ameriprise Financial Inc | 713,440 | $9.64M | 0.00% | +41,083+6.1% | Added |
| UBS Group AG | 721,431 | $9.75M | 0.00% | +36,544+5.3% | Added |
| Invesco Ltd. | 735,140 | $9.93M | 0.00% | −17,206−2.3% | Reduced |
| Guggenheim Capital LLC | 1,049,764 | $14.2M | 0.11% | +70,188+7.2% | Added |
| Morgan Stanley | 1,240,995 | $16.8M | 0.00% | −17,497−1.4% | Reduced |
| Bank of America Corp | 1,503,247 | $20.3M | 0.00% | +17,044+1.1% | Added |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −510,856−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −119,617−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −20,867−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −18,553−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −17,443−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,579−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −15,155−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,560−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −10,048−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −9,766−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −9,281−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −3,245−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −550−100.0% | 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 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |