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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 40,502 | $533.0K | 0.23% | 00.0% | Unchanged |
| Wealth Effects LLC | 41,345 | $544.0K | 0.33% | +130.0% | Added |
| Focus Financial Network, Inc. | 41,810 | $549.8K | 0.05% | +160+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 41,934 | $551.0K | 0.04% | −5,102−10.8% | Reduced |
| HBK Sorce Advisory LLC | 43,062 | $566.0K | 0.04% | −12,550−22.6% | Reduced |
| J.W. Cole Advisors, Inc. | 46,118 | $606.0K | 0.05% | −1,134−2.4% | Reduced |
| Wedbush Securities Inc | 47,814 | $629.0K | 0.04% | −1,052−2.2% | Reduced |
| Mariner, LLC | 48,957 | $644.0K | 0.00% | −900−1.8% | Reduced |
| Kestra Advisory Services, LLC | 57,360 | $754.0K | 0.01% | −473−0.8% | Reduced |
| 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 |
| Brinker Capital Investments, LLC | 69,882 | $919.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 72,478 | $953.0K | 0.14% | −57,586−44.3% | Reduced |
| RMB Capital Management, LLC | 77,812 | $1.02M | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 79,176 | $1.04M | 0.00% | +23,032+41.0% | Added |
| Advisors Asset Management, Inc. | 81,863 | $1.08M | 0.02% | +13,988+20.6% | Added |
| 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 |
| Stifel Financial Corp | 85,550 | $1.13M | 0.00% | −895−1.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 98,654 | $1.30M | 1.21% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 114,105 | $1.50M | 0.19% | −18,159−13.7% | Reduced |
| Mercer Global Advisors Inc | 122,487 | $1.61M | 0.01% | −57,684−32.0% | Reduced |
| Truist Financial Corp | 134,953 | $1.77M | 0.00% | +20,029+17.4% | Added |
| Mutual Advisors, LLC | 140,804 | $1.85M | 0.10% | −8,968−6.0% | Reduced |
| Cetera Advisor Networks LLC | 175,374 | $2.31M | 0.03% | +13,517+8.4% | Added |
| Beacon Pointe Advisors, LLC | 204,987 | $2.70M | 0.06% | +30,751+17.6% | Added |
| MML Investors Services, LLC | 211,764 | $2.79M | 0.02% | −24,823−10.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 235,932 | $3.10M | 0.02% | −3,745−1.6% | Reduced |
| Envestnet Asset Management Inc | 241,145 | $3.17M | 0.00% | −38,526−13.8% | Reduced |
| Naples Global Advisors, LLC | 264,448 | $3.48M | 0.48% | −11,925−4.3% | Reduced |
| Wells Fargo & Company | 280,542 | $3.69M | 0.00% | +12,815+4.8% | Added |
| Raymond James & Associates | 322,918 | $4.25M | 0.00% | +22,102+7.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 326,639 | $4.29M | 0.01% | +12,693+4.0% | Added |
| Strategic Wealth Advisors Group, LLC | 328,590 | $4.32M | 0.19% | −20,405−5.8% | Reduced |
| Franklin Resources Inc | 338,631 | $4.45M | 0.00% | +5,001+1.5% | Added |
| Commonwealth Equity Services, LLC | 339,708 | $4.47M | 0.01% | −13,106−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 418,092 | $5.50M | 0.01% | −35,094−7.7% | Reduced |
| Ameriprise Financial Inc | 439,244 | $5.78M | 0.00% | −274,196−38.4% | Reduced |
| UBS Group AG | 530,370 | $6.97M | 0.00% | −191,061−26.5% | Reduced |
| Paragon Financial Partners, Inc. | 560,043 | $7.37M | 8.29% | +30,555+5.8% | Added |
| Royal Bank of Canada | 572,318 | $7.53M | 0.00% | −97,449−14.5% | Reduced |
| LPL Financial LLC | 682,121 | $8.97M | 0.01% | +33,118+5.1% | Added |
| Invesco Ltd. | 709,577 | $9.33M | 0.00% | −25,563−3.5% | Reduced |
| Guggenheim Capital LLC | 1,000,586 | $13.2M | 0.12% | −49,178−4.7% | Reduced |
| Bank of America Corp | 1,168,555 | $15.4M | 0.00% | −334,692−22.3% | Reduced |
| Morgan Stanley | 1,263,237 | $16.6M | 0.00% | +22,242+1.8% | Added |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −113,695−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −22,753−100.0% | Sold out |
| River & Mercantile LLC | 0 | $0 | 0.00% | −14,030−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −13,022−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,017−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,658−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −10,130−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −7,098−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −2,536−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,616−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −160−100.0% | Sold out |