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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 11,811 | $160.0K | 0.01% | −2,400−16.9% | Reduced |
| AE Wealth Management LLC | 11,575 | $156.0K | 0.00% | +800+7.4% | Added |
| Total Clarity Wealth Management, Inc. | 11,500 | $155.0K | 0.08% | −650−5.3% | Reduced |
| American Portfolios Advisors | 11,346 | $153.3K | 0.01% | +78+0.7% | Added |
| Pinnacle Associates Ltd | 11,219 | $152.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $150.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ahrens Investment Partners LLC | 10,788 | $146.0K | 0.06% | −950−8.1% | Reduced |
| Citadel Advisors LLC | 10,658 | $144.0K | 0.00% | +10,658 | New |
| Kesler, Norman & Wride, LLC | 10,130 | $137.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 7,444 | $101.0K | 0.02% | +7,444 | New |
| 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 |
| Montag A & Associates Inc | 5,900 | $80.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,740 | $78.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5,260 | $71.0K | 0.02% | 00.0% | Unchanged |
| ACG Wealth | 4,500 | $61.0K | 0.01% | +4,500 | New |
| US Bancorp | 3,954 | $53.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,715 | $50.0K | 0.00% | −1,358−26.8% | Reduced |
| Princeton Global Asset Management LLC | 3,301 | $45.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 3,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,947 | $40.0K | 0.00% | +90+3.2% | Added |
| Harbour Investments, Inc. | 2,671 | $36.0K | 0.00% | +2,671 | New |
| 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 |
| FourThought Financial, LLC | 2,459 | $33.0K | 0.00% | +850+52.8% | Added |
| 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 |
| Prospera Financial Services Inc | 1,616 | $22.0K | 0.00% | −681−29.6% | Reduced |
| First Financial Corp | 1,500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Legacy CG, LLC | 1,500 | $20.0K | 0.01% | +1,500 | New |
| Parallel Advisors, LLC | 1,413 | $19.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $13.0K | 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 |
| Joseph P. Lucia & Associates, LLC | 750 | $10.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Optimum Investment Advisors | 600 | $8.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 556 | $8.00K | 0.00% | +556 | New |
| Spire Wealth Management | 517 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tompkins Financial Corp | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $4.00K | 0.00% | +300 | New |
| 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 |
| Concord Wealth Partners | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |