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, Q4 2022
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Dec 31, 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
- 153
- +12 vs. Q3 2022
- Shares held
- 13.8M
- +453.8K (+3.4%) vs. Q3 2022
- Total value
- $167.6M
- −$7.93M (−4.5%) vs. Q3 2022
- New holders
- 25
- 49 more added
- Sold out
- 13
- 41 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,045,265 | $25.1M | 0.00% | +782,028+61.9% | Added |
| Guggenheim Capital LLC | 936,849 | $11.5M | 0.10% | −63,737−6.4% | Reduced |
| Invesco Ltd. | 788,340 | $9.68M | 0.00% | +78,763+11.1% | Added |
| LPL Financial LLC | 709,899 | $8.72M | 0.01% | +27,778+4.1% | Added |
| Bank of America Corp | 709,159 | $8.71M | 0.00% | −459,396−39.3% | Reduced |
| UBS Group AG | 554,416 | $6.81M | 0.00% | +24,046+4.5% | Added |
| Royal Bank of Canada | 419,976 | $5.16M | 0.00% | −152,342−26.6% | Reduced |
| Advisor Group Holdings, Inc. | 412,721 | $5.07M | 0.01% | −5,371−1.3% | Reduced |
| Ameriprise Financial Inc | 357,162 | $4.40M | 0.00% | −82,082−18.7% | Reduced |
| Commonwealth Equity Services, LLC | 347,429 | $4.27M | 0.01% | +7,721+2.3% | Added |
| Franklin Resources Inc | 331,306 | $4.07M | 0.00% | −7,325−2.2% | Reduced |
| Raymond James & Associates | 323,869 | $3.98M | 0.00% | +951+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 321,253 | $3.95M | 0.01% | −5,386−1.6% | Reduced |
| Mariner, LLC | 316,502 | $3.89M | 0.01% | +267,545+546.5% | Added |
| Naples Global Advisors, LLC | 273,083 | $3.35M | 0.43% | +8,635+3.3% | Added |
| Wells Fargo & Company | 262,283 | $3.22M | 0.00% | −18,259−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 239,055 | $2.94M | 0.02% | +3,123+1.3% | Added |
| MML Investors Services, LLC | 215,307 | $2.64M | 0.02% | +3,543+1.7% | Added |
| Beacon Pointe Advisors, LLC | 202,511 | $2.49M | 0.05% | −2,476−1.2% | Reduced |
| Cetera Advisor Networks LLC | 184,999 | $2.27M | 0.02% | +9,625+5.5% | Added |
| Envestnet Asset Management Inc | 180,763 | $2.22M | 0.00% | −60,382−25.0% | Reduced |
| Janney Montgomery Scott LLC | 161,636 | $1.99M | 0.01% | +82,460+104.1% | Added |
| Truist Financial Corp | 158,649 | $1.95M | 0.00% | +23,696+17.6% | Added |
| Mutual Advisors, LLC | 130,910 | $1.61M | 0.07% | −9,894−7.0% | Reduced |
| Wolverine Asset Management LLC | 126,372 | $1.55M | 0.02% | +126,372 | New |
| Elequin Capital LP | 108,531 | $1.33M | 0.38% | +108,531 | New |
| American Institute for Advanced Investment Management, LLP | 97,136 | $1.19M | 1.10% | −1,518−1.5% | Reduced |
| Stifel Financial Corp | 93,721 | $1.15M | 0.00% | +8,171+9.6% | Added |
| HBK Sorce Advisory LLC | 80,980 | $994.0K | 0.03% | +37,918+88.1% | Added |
| Oppenheimer & Co Inc | 80,060 | $983.1K | 0.02% | −3,250−3.9% | Reduced |
| Advisors Asset Management, Inc. | 79,281 | $973.6K | 0.02% | −2,582−3.2% | Reduced |
| RMB Capital Management, LLC | 78,252 | $960.9K | 0.03% | +440+0.6% | Added |
| Brinker Capital Investments, LLC | 69,882 | $858.2K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 68,328 | $839.1K | 0.01% | +2,166+3.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 66,976 | $822.5K | 0.10% | −47,129−41.3% | Reduced |
| Kestra Advisory Services, LLC | 64,850 | $796.4K | 0.01% | +7,490+13.1% | Added |
| Arkadios Wealth Advisors | 61,525 | $755.5K | 0.10% | −10,953−15.1% | Reduced |
| ICA Group Wealth Management, LLC | 57,190 | $746.9K | 0.18% | +29,496+106.5% | Added |
| Wedbush Securities Inc | 59,670 | $733.0K | 0.04% | +11,856+24.8% | Added |
| Centaurus Financial, Inc. | 59,569 | $732.0K | 0.07% | −6,572−9.9% | Reduced |
| Susquehanna International Group, LLP | 57,838 | $710.3K | 0.00% | +57,838 | New |
| Obermeyer Wood Investment Counsel, LLLP | 51,320 | $630.2K | 0.05% | +9,386+22.4% | Added |
| Wealth Alliance Advisory Group, LLC | 47,502 | $583.3K | 0.22% | +7,000+17.3% | Added |
| Outlook Wealth Advisors, LLC | 46,776 | $574.4K | 0.27% | −36,536−43.9% | Reduced |
| Mercer Global Advisors Inc | 45,566 | $560.0K | 0.00% | −76,921−62.8% | Reduced |
| Wealth Effects LLC | 45,314 | $556.5K | 0.32% | +3,969+9.6% | Added |
| Atria Wealth Solutions, Inc. | 44,678 | $548.8K | 0.01% | +16,779+60.1% | Added |
| J.W. Cole Advisors, Inc. | 44,039 | $540.8K | 0.04% | −2,079−4.5% | Reduced |
| Cetera Investment Advisers | 43,988 | $540.2K | 0.01% | +27,787+171.5% | Added |
| Focus Financial Network, Inc. | 41,133 | $505.1K | 0.04% | −677−1.6% | Reduced |
| Alpine Global Management, LLC | 39,283 | $482.0K | 0.16% | +39,283 | New |
| Stableford Capital II LLC | 37,190 | $457.1K | 0.25% | +2,250+6.4% | Added |
| Arete Wealth Advisors, LLC | 35,797 | $439.6K | 0.04% | +265+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 35,414 | $434.9K | 0.13% | −1,655−4.5% | Reduced |
| Landscape Capital Management, L.L.C. | 34,782 | $427.1K | 0.06% | +34,782 | New |
| Avantax Advisory Services, Inc. | 34,657 | $425.6K | 0.01% | −5,527−13.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 33,843 | $415.6K | 0.00% | −982−2.8% | Reduced |
| National Asset Management, Inc. | 32,532 | $399.9K | 0.01% | +4,498+16.0% | Added |
| Keeley-Teton Advisors, LLC | 31,860 | $391.2K | 0.05% | +709+2.3% | Added |
| Kistler-Tiffany Companies, LLC | 30,906 | $379.5K | 0.08% | +120.0% | Added |
| Avory & Company, LLC | 30,308 | $372.2K | 0.30% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 29,223 | $359.0K | 0.04% | −156−0.5% | Reduced |
| Birchcreek Wealth Management, LLC | 28,734 | $352.9K | 0.31% | +3,062+11.9% | Added |
| HighTower Advisors, LLC | 26,925 | $331.0K | 0.00% | −451−1.6% | Reduced |
| Steel Peak Wealth Management LLC | 26,834 | $329.5K | 0.02% | +2,939+12.3% | Added |
| Dynamic Advisor Solutions LLC | 26,292 | $322.9K | 0.02% | +1,059+4.2% | Added |
| Rockefeller Capital Management L.P. | 25,483 | $312.0K | 0.00% | +5,000+24.4% | Added |
| Prospera Financial Services Inc | 24,344 | $299.0K | 0.01% | +24,344 | New |
| Essex Financial Services, Inc. | 24,184 | $296.0K | 0.03% | +38+0.2% | Added |
| GWM Advisors LLC | 22,074 | $271.1K | 0.01% | +2,411+12.3% | Added |
| Colony Group LLC | 20,818 | $256.0K | 0.00% | −685−3.2% | Reduced |
| Diversified, LLC | 20,550 | $252.4K | 0.10% | −883−4.1% | Reduced |
| D.A. Davidson & Co. | 20,530 | $252.1K | 0.00% | +8,471+70.2% | Added |
| Virtu Financial LLC | 20,221 | $248.0K | 0.03% | +20,221 | New |
| Global Retirement Partners, LLC | 19,867 | $244.0K | 0.02% | +19,867 | New |
| Jacobi Capital Management LLC | 19,543 | $240.0K | 0.03% | +263+1.4% | Added |
| Citadel Advisors LLC | 19,448 | $238.8K | 0.00% | +19,448 | New |
| Buckingham Strategic Partners | 18,831 | $231.2K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 18,575 | $228.1K | 0.04% | −500−2.6% | Reduced |
| Cerity Partners LLC | 17,670 | $217.1K | 0.00% | +17,670 | New |
| SeaCrest Wealth Management, LLC | 17,420 | $213.9K | 0.03% | −2,000−10.3% | Reduced |
| Silverlake Wealth Management LLC | 17,242 | $211.7K | 0.13% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $210.7K | 0.00% | 00.0% | Unchanged |
| Busey Wealth Management | 17,104 | $210.0K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 16,690 | $205.0K | 0.01% | −229−1.4% | Reduced |
| Focused Wealth Management, Inc | 16,640 | $204.3K | 0.04% | −891−5.1% | Reduced |
| AE Wealth Management LLC | 15,188 | $186.5K | 0.00% | −3,495−18.7% | Reduced |
| JPMorgan Chase & Co | 15,181 | $186.0K | 0.00% | +15,181 | New |
| Meridian Wealth Management, LLC | 15,035 | $184.6K | 0.02% | +2,792+22.8% | Added |
| Laidlaw Wealth Management LLC | 14,831 | $182.1K | 0.04% | +602+4.2% | Added |
| Financial Advisors Network, Inc. | 14,401 | $176.8K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11,400 | $176.0K | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 14,325 | $175.9K | 0.03% | +14,325 | New |
| Summit Investment Advisory Services, LLC | 14,266 | $175.2K | 0.21% | +14,266 | New |
| V Wealth Advisors LLC | 13,915 | $170.9K | 0.04% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 13,580 | $166.8K | 0.20% | +13,580 | New |
| Capital CS Group, LLC | 13,439 | $165.0K | 0.18% | +255+1.9% | Added |
| National Wealth Management Group, LLC | 13,324 | $163.6K | 0.20% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 13,275 | $163.0K | 0.01% | −375−2.7% | Reduced |
| The PNC Financial Services Group, Inc. | 12,962 | $159.2K | 0.00% | +1,250+10.7% | Added |