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, Q3 2022
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Sep 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
- 146
- −8 vs. Q2 2022
- Shares held
- 13.7M
- −1.36M (−9.0%) vs. Q2 2022
- Total value
- $180.4M
- −$23.5M (−11.5%) vs. Q2 2022
- New holders
- 9
- 48 more added
- Sold out
- 17
- 41 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,263,237 | $16.6M | 0.00% | +22,242+1.8% | Added |
| Bank of America Corp | 1,168,555 | $15.4M | 0.00% | −334,692−22.3% | Reduced |
| Guggenheim Capital LLC | 1,000,586 | $13.2M | 0.12% | −49,178−4.7% | Reduced |
| Invesco Ltd. | 709,577 | $9.33M | 0.00% | −25,563−3.5% | Reduced |
| LPL Financial LLC | 682,121 | $8.97M | 0.01% | +33,118+5.1% | Added |
| Royal Bank of Canada | 572,318 | $7.53M | 0.00% | −97,449−14.5% | Reduced |
| Paragon Financial Partners, Inc. | 560,043 | $7.37M | 8.29% | +30,555+5.8% | Added |
| UBS Group AG | 530,370 | $6.97M | 0.00% | −191,061−26.5% | Reduced |
| Ameriprise Financial Inc | 439,244 | $5.78M | 0.00% | −274,196−38.4% | Reduced |
| Advisor Group Holdings, Inc. | 418,092 | $5.50M | 0.01% | −35,094−7.7% | Reduced |
| Commonwealth Equity Services, LLC | 339,708 | $4.47M | 0.01% | −13,106−3.7% | Reduced |
| Franklin Resources Inc | 338,631 | $4.45M | 0.00% | +5,001+1.5% | Added |
| Strategic Wealth Advisors Group, LLC | 328,590 | $4.32M | 0.19% | −20,405−5.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 326,639 | $4.29M | 0.01% | +12,693+4.0% | Added |
| Raymond James & Associates | 322,918 | $4.25M | 0.00% | +22,102+7.3% | Added |
| Wells Fargo & Company | 280,542 | $3.69M | 0.00% | +12,815+4.8% | Added |
| Naples Global Advisors, LLC | 264,448 | $3.48M | 0.48% | −11,925−4.3% | Reduced |
| Envestnet Asset Management Inc | 241,145 | $3.17M | 0.00% | −38,526−13.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 235,932 | $3.10M | 0.02% | −3,745−1.6% | Reduced |
| MML Investors Services, LLC | 211,764 | $2.79M | 0.02% | −24,823−10.5% | Reduced |
| Beacon Pointe Advisors, LLC | 204,987 | $2.70M | 0.06% | +30,751+17.6% | Added |
| Cetera Advisor Networks LLC | 175,374 | $2.31M | 0.03% | +13,517+8.4% | Added |
| Mutual Advisors, LLC | 140,804 | $1.85M | 0.10% | −8,968−6.0% | Reduced |
| Truist Financial Corp | 134,953 | $1.77M | 0.00% | +20,029+17.4% | Added |
| Mercer Global Advisors Inc | 122,487 | $1.61M | 0.01% | −57,684−32.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 114,105 | $1.50M | 0.19% | −18,159−13.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 98,654 | $1.30M | 1.21% | 00.0% | Unchanged |
| Stifel Financial Corp | 85,550 | $1.13M | 0.00% | −895−1.0% | Reduced |
| Oppenheimer & Co Inc | 83,310 | $1.09M | 0.03% | −70,694−45.9% | Reduced |
| Outlook Wealth Advisors, LLC | 83,312 | $1.09M | 0.49% | +512+0.6% | Added |
| Advisors Asset Management, Inc. | 81,863 | $1.08M | 0.02% | +13,988+20.6% | Added |
| Janney Montgomery Scott LLC | 79,176 | $1.04M | 0.00% | +23,032+41.0% | Added |
| RMB Capital Management, LLC | 77,812 | $1.02M | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 72,478 | $953.0K | 0.14% | −57,586−44.3% | Reduced |
| Brinker Capital Investments, LLC | 69,882 | $919.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 66,141 | $870.0K | 0.08% | −1,003−1.5% | Reduced |
| Cresset Asset Management, LLC | 66,162 | $870.0K | 0.01% | +1,021+1.6% | Added |
| Kestra Advisory Services, LLC | 57,360 | $754.0K | 0.01% | −473−0.8% | Reduced |
| Mariner, LLC | 48,957 | $644.0K | 0.00% | −900−1.8% | Reduced |
| Wedbush Securities Inc | 47,814 | $629.0K | 0.04% | −1,052−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 46,118 | $606.0K | 0.05% | −1,134−2.4% | Reduced |
| HBK Sorce Advisory LLC | 43,062 | $566.0K | 0.04% | −12,550−22.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 41,934 | $551.0K | 0.04% | −5,102−10.8% | Reduced |
| Focus Financial Network, Inc. | 41,810 | $549.8K | 0.05% | +160+0.4% | Added |
| Wealth Effects LLC | 41,345 | $544.0K | 0.33% | +130.0% | Added |
| Wealth Alliance Advisory Group, LLC | 40,502 | $533.0K | 0.23% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 40,184 | $528.0K | 0.01% | −602−1.5% | Reduced |
| Private Advisor Group, LLC | 39,609 | $521.0K | 0.01% | +4,799+13.8% | Added |
| Brighton Jones LLC | 37,961 | $499.0K | 0.03% | +1,891+5.2% | Added |
| GPS Wealth Strategies Group, LLC | 37,069 | $487.0K | 0.12% | −650−1.7% | Reduced |
| Stableford Capital II LLC | 34,940 | $473.0K | 0.23% | −754−2.1% | Reduced |
| Arete Wealth Advisors, LLC | 35,532 | $467.0K | 0.05% | +5,086+16.7% | Added |
| Northwestern Mutual Wealth Management Co | 34,825 | $458.0K | 0.00% | −4,436−11.3% | Reduced |
| Hilltop Holdings Inc. | 31,192 | $410.0K | 0.06% | −36,995−54.3% | Reduced |
| Keeley-Teton Advisors, LLC | 31,151 | $410.0K | 0.06% | +721+2.4% | Added |
| Kistler-Tiffany Companies, LLC | 30,894 | $406.0K | 0.09% | +120.0% | Added |
| Avory & Company, LLC | 30,308 | $399.0K | 0.34% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 29,379 | $386.0K | 0.04% | +355+1.2% | Added |
| National Asset Management, Inc. | 28,034 | $369.0K | 0.01% | +7,464+36.3% | Added |
| Atria Wealth Solutions, Inc. | 27,899 | $366.9K | 0.01% | +3,040+12.2% | Added |
| ICA Group Wealth Management, LLC | 27,694 | $364.0K | 0.08% | +12,794+85.9% | Added |
| HighTower Advisors, LLC | 27,376 | $360.0K | 0.00% | −2,577−8.6% | Reduced |
| Birchcreek Wealth Management, LLC | 25,672 | $338.0K | 0.31% | +100+0.4% | Added |
| Dynamic Advisor Solutions LLC | 25,233 | $332.0K | 0.03% | +3,686+17.1% | Added |
| Essex Financial Services, Inc. | 24,146 | $318.0K | 0.04% | +103+0.4% | Added |
| Steel Peak Wealth Management LLC | 23,895 | $314.0K | 0.02% | +1,884+8.6% | Added |
| Colony Group LLC | 21,503 | $283.0K | 0.00% | +278+1.3% | Added |
| Diversified, LLC | 21,433 | $282.0K | 0.14% | +93+0.4% | Added |
| Rockefeller Capital Management L.P. | 20,483 | $269.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,663 | $259.0K | 0.00% | +329+1.7% | Added |
| SeaCrest Wealth Management, LLC | 19,420 | $255.0K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 19,280 | $254.0K | 0.03% | +285+1.5% | Added |
| Abbrea Capital, LLC | 19,075 | $251.0K | 0.05% | −1,000−5.0% | Reduced |
| Buckingham Strategic Partners | 18,831 | $248.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 18,725 | $246.0K | 0.00% | −880−4.5% | Reduced |
| AE Wealth Management LLC | 18,683 | $246.0K | 0.00% | +7,108+61.4% | Added |
| Focused Wealth Management, Inc | 17,531 | $231.0K | 0.05% | +287+1.7% | Added |
| Silverlake Wealth Management LLC | 17,242 | $226.7K | 0.15% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $226.0K | 0.00% | 00.0% | Unchanged |
| Busey Wealth Management | 17,104 | $225.0K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,919 | $222.0K | 0.02% | +3,521+26.3% | Added |
| Cetera Investment Advisers | 16,201 | $213.0K | 0.00% | −15,658−49.1% | Reduced |
| Personal Capital Advisors Corp | 15,666 | $206.0K | 0.00% | +3,000+23.7% | Added |
| Total Clarity Wealth Management, Inc. | 14,900 | $196.0K | 0.12% | +3,400+29.6% | Added |
| Cetera Advisors LLC | 14,534 | $191.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 14,401 | $189.0K | 0.06% | +14,401 | New |
| Laidlaw Wealth Management LLC | 14,229 | $187.0K | 0.04% | −99−0.7% | Reduced |
| V Wealth Advisors LLC | 13,915 | $183.0K | 0.04% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 13,650 | $179.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11,400 | $176.0K | 0.01% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 13,324 | $175.2K | 0.23% | 00.0% | Unchanged |
| Capital CS Group, LLC | 13,184 | $173.0K | 0.19% | +253+2.0% | Added |
| Principle Wealth Partners LLC | 12,800 | $168.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,446 | $164.0K | 0.00% | +232+1.9% | Added |
| Creative Planning | 12,423 | $163.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 12,243 | $161.0K | 0.02% | +1,200+10.9% | Added |
| D.A. Davidson & Co. | 12,059 | $159.0K | 0.00% | −491−3.9% | Reduced |
| Merit Financial Group, LLC | 12,127 | $159.0K | 0.01% | +94+0.8% | Added |
| Ameritas Advisory Services, LLC | 11,811 | $155.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,712 | $154.0K | 0.00% | +9,750+496.9% | Added |