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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 12 | $0 | 0.00% | +12 | New |
| Wagner Wealth Management, LLC | 225 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $4.00K | 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% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 298 | $4.00K | 0.00% | +298 | New |
| Laurel Wealth Advisors LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $8.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $8.00K | 0.00% | 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 |
| Sargent Bickham Lagudis LLC | 787 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $12.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $12.3K | 0.01% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,000 | $13.0K | 0.00% | −2,715−73.1% | Reduced |
| Column Capital Advisors, LLC | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $17.0K | 0.01% | +1,361 | New |
| Parallel Advisors, LLC | 1,413 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,401 | $32.0K | 0.00% | −546−18.5% | Reduced |
| FourThought Financial, LLC | 2,459 | $32.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,500 | $33.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,577 | $34.0K | 0.01% | +58+2.3% | Added |
| Harbour Investments, Inc. | 2,671 | $36.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,326 | $44.0K | 0.02% | +25+0.8% | Added |
| US Bancorp | 3,954 | $52.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $53.0K | 0.00% | – | New |
| Tyler-Stone Wealth Management | 4,100 | $54.0K | 0.04% | −3,040−42.6% | Reduced |
| RWM Asset Management, LLC | 5,260 | $69.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 5,439 | $72.0K | 0.06% | −62,747−92.0% | Reduced |
| Fifth Third Bancorp | 5,740 | $75.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,900 | $78.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 7,460 | $98.0K | 0.02% | +16+0.2% | Added |
| Cornerstone Wealth Management, LLC | 10,464 | $138.0K | 0.02% | +10,464 | New |
| Ahrens Investment Partners LLC | 10,928 | $144.0K | 0.08% | +140+1.3% | Added |
| Kingsview Wealth Management, LLC | 10,996 | $145.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $146.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $148.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,507 | $151.0K | 0.01% | +11,507 | New |
| American Portfolios Advisors | 11,537 | $151.7K | 0.01% | +191+1.7% | Added |
| The PNC Financial Services Group, Inc. | 11,712 | $154.0K | 0.00% | +9,750+496.9% | Added |
| Ameritas Advisory Services, LLC | 11,811 | $155.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Meridian Wealth Management, LLC | 12,243 | $161.0K | 0.02% | +1,200+10.9% | Added |
| Creative Planning | 12,423 | $163.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,446 | $164.0K | 0.00% | +232+1.9% | Added |
| Principle Wealth Partners LLC | 12,800 | $168.0K | 0.02% | 00.0% | Unchanged |
| Capital CS Group, LLC | 13,184 | $173.0K | 0.19% | +253+2.0% | Added |
| National Wealth Management Group, LLC | 13,324 | $175.2K | 0.23% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11,400 | $176.0K | 0.01% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 13,650 | $179.0K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,915 | $183.0K | 0.04% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 14,229 | $187.0K | 0.04% | −99−0.7% | Reduced |
| Financial Advisors Network, Inc. | 14,401 | $189.0K | 0.06% | +14,401 | New |
| Cetera Advisors LLC | 14,534 | $191.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 14,900 | $196.0K | 0.12% | +3,400+29.6% | Added |
| Personal Capital Advisors Corp | 15,666 | $206.0K | 0.00% | +3,000+23.7% | Added |
| Cetera Investment Advisers | 16,201 | $213.0K | 0.00% | −15,658−49.1% | Reduced |
| Gladstone Institutional Advisory LLC | 16,919 | $222.0K | 0.02% | +3,521+26.3% | Added |
| Busey Wealth Management | 17,104 | $225.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $226.0K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $226.7K | 0.15% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17,531 | $231.0K | 0.05% | +287+1.7% | Added |
| 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 |
| Buckingham Strategic Partners | 18,831 | $248.0K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 19,075 | $251.0K | 0.05% | −1,000−5.0% | Reduced |
| Jacobi Capital Management LLC | 19,280 | $254.0K | 0.03% | +285+1.5% | Added |
| SeaCrest Wealth Management, LLC | 19,420 | $255.0K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,663 | $259.0K | 0.00% | +329+1.7% | Added |
| Rockefeller Capital Management L.P. | 20,483 | $269.0K | 0.00% | 00.0% | Unchanged |
| Diversified, LLC | 21,433 | $282.0K | 0.14% | +93+0.4% | Added |
| Colony Group LLC | 21,503 | $283.0K | 0.00% | +278+1.3% | Added |
| Steel Peak Wealth Management LLC | 23,895 | $314.0K | 0.02% | +1,884+8.6% | Added |
| Essex Financial Services, Inc. | 24,146 | $318.0K | 0.04% | +103+0.4% | Added |
| Dynamic Advisor Solutions LLC | 25,233 | $332.0K | 0.03% | +3,686+17.1% | Added |
| Birchcreek Wealth Management, LLC | 25,672 | $338.0K | 0.31% | +100+0.4% | Added |
| HighTower Advisors, LLC | 27,376 | $360.0K | 0.00% | −2,577−8.6% | Reduced |
| ICA Group Wealth Management, LLC | 27,694 | $364.0K | 0.08% | +12,794+85.9% | Added |
| Atria Wealth Solutions, Inc. | 27,899 | $366.9K | 0.01% | +3,040+12.2% | Added |
| National Asset Management, Inc. | 28,034 | $369.0K | 0.01% | +7,464+36.3% | Added |
| Laurel Wealth Advisors, Inc. | 29,379 | $386.0K | 0.04% | +355+1.2% | Added |
| Avory & Company, LLC | 30,308 | $399.0K | 0.34% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 30,894 | $406.0K | 0.09% | +120.0% | Added |
| 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 |
| Northwestern Mutual Wealth Management Co | 34,825 | $458.0K | 0.00% | −4,436−11.3% | Reduced |
| Arete Wealth Advisors, LLC | 35,532 | $467.0K | 0.05% | +5,086+16.7% | Added |
| Stableford Capital II LLC | 34,940 | $473.0K | 0.23% | −754−2.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 37,069 | $487.0K | 0.12% | −650−1.7% | Reduced |
| Brighton Jones LLC | 37,961 | $499.0K | 0.03% | +1,891+5.2% | Added |
| Private Advisor Group, LLC | 39,609 | $521.0K | 0.01% | +4,799+13.8% | Added |
| Avantax Advisory Services, Inc. | 40,184 | $528.0K | 0.01% | −602−1.5% | Reduced |