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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 42,464 | $521 | 0.00% | +2,855+7.2% | Added |
| Concord Wealth Partners | 160 | $1.97K | 0.00% | +160 | New |
| TCI Wealth Advisors, Inc. | 298 | $3.66K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $3.68K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.05K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $4.38K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $4.91K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.58K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $8.29K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $9.21K | 0.01% | +750 | New |
| Sargent Bickham Lagudis LLC | 787 | $9.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $10.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $11.5K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $12.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $15.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,412 | $17.3K | 0.00% | −1−0.1% | Reduced |
| Advisory Services Network, LLC | 1,601 | $19.7K | 0.00% | +1,601 | New |
| CoreCap Advisors, LLC | 1,608 | $19.7K | 0.00% | +1,608 | New |
| Sandy Spring Bank | 2,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 2,000 | $24.6K | 0.01% | +2,000 | New |
| Money Concepts Capital Corp | 2,200 | $27.0K | 0.00% | +2,200 | New |
| Worth Asset Management, LLC | 2,500 | $30.7K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,506 | $31.0K | 0.00% | +105+4.4% | Added |
| Harbour Investments, Inc. | 2,671 | $32.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,403 | $42.0K | 0.01% | +77+2.3% | Added |
| Tyler-Stone Wealth Management | 3,900 | $48.0K | 0.03% | −200−4.9% | Reduced |
| US Bancorp | 3,954 | $48.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $49.2K | 0.00% | – | – |
| PrairieView Partners, LLC | 5,196 | $63.0K | 0.01% | +5,196 | New |
| RWM Asset Management, LLC | 5,341 | $65.6K | 0.01% | +81+1.5% | Added |
| Retirement Group, LLC | 5,439 | $67.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,900 | $72.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,923 | $85.0K | 0.01% | +6,923 | New |
| Private Trust Co NA | 7,472 | $92.0K | 0.01% | +12+0.2% | Added |
| Belpointe Asset Management LLC | 8,305 | $102.0K | 0.01% | +8,305 | New |
| Ahrens Investment Partners LLC | 10,428 | $128.1K | 0.06% | −500−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,483 | $128.7K | 0.00% | −1,963−15.8% | Reduced |
| Integrated Advisors Network LLC | 10,806 | $132.7K | 0.01% | +10,806 | New |
| Kingsview Wealth Management, LLC | 10,996 | $135.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $136.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $137.8K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,004 | $147.4K | 0.00% | −2,530−17.4% | Reduced |
| Ameritas Advisory Services, LLC | 12,046 | $147.9K | 0.01% | +235+2.0% | Added |
| Creative Planning | 12,123 | $148.9K | 0.00% | −300−2.4% | Reduced |
| Merit Financial Group, LLC | 12,190 | $149.7K | 0.01% | +63+0.5% | Added |
| Personal Capital Advisors Corp | 12,466 | $153.1K | 0.00% | −3,200−20.4% | Reduced |
| Principle Wealth Partners LLC | 12,800 | $157.2K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,962 | $159.2K | 0.00% | +1,250+10.7% | Added |
| Legacy Private Trust Co. | 13,275 | $163.0K | 0.01% | −375−2.7% | Reduced |
| National Wealth Management Group, LLC | 13,324 | $163.6K | 0.20% | 00.0% | Unchanged |
| Capital CS Group, LLC | 13,439 | $165.0K | 0.18% | +255+1.9% | Added |
| Semus Wealth Partners LLC | 13,580 | $166.8K | 0.20% | +13,580 | New |
| V Wealth Advisors LLC | 13,915 | $170.9K | 0.04% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 14,266 | $175.2K | 0.21% | +14,266 | New |
| Bluefin Capital Management, LLC | 14,325 | $175.9K | 0.03% | +14,325 | New |
| IFP Advisors, Inc | 11,400 | $176.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 14,401 | $176.8K | 0.05% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 14,831 | $182.1K | 0.04% | +602+4.2% | Added |
| Meridian Wealth Management, LLC | 15,035 | $184.6K | 0.02% | +2,792+22.8% | Added |
| JPMorgan Chase & Co | 15,181 | $186.0K | 0.00% | +15,181 | New |
| AE Wealth Management LLC | 15,188 | $186.5K | 0.00% | −3,495−18.7% | Reduced |
| Focused Wealth Management, Inc | 16,640 | $204.3K | 0.04% | −891−5.1% | Reduced |
| Gladstone Institutional Advisory LLC | 16,690 | $205.0K | 0.01% | −229−1.4% | Reduced |
| Busey Wealth Management | 17,104 | $210.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $210.7K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $211.7K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,420 | $213.9K | 0.03% | −2,000−10.3% | Reduced |
| Cerity Partners LLC | 17,670 | $217.1K | 0.00% | +17,670 | New |
| Abbrea Capital, LLC | 18,575 | $228.1K | 0.04% | −500−2.6% | Reduced |
| Buckingham Strategic Partners | 18,831 | $231.2K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,448 | $238.8K | 0.00% | +19,448 | New |
| Jacobi Capital Management LLC | 19,543 | $240.0K | 0.03% | +263+1.4% | Added |
| Global Retirement Partners, LLC | 19,867 | $244.0K | 0.02% | +19,867 | New |
| Virtu Financial LLC | 20,221 | $248.0K | 0.03% | +20,221 | New |
| D.A. Davidson & Co. | 20,530 | $252.1K | 0.00% | +8,471+70.2% | Added |
| Diversified, LLC | 20,550 | $252.4K | 0.10% | −883−4.1% | Reduced |
| Colony Group LLC | 20,818 | $256.0K | 0.00% | −685−3.2% | Reduced |
| GWM Advisors LLC | 22,074 | $271.1K | 0.01% | +2,411+12.3% | Added |
| Essex Financial Services, Inc. | 24,184 | $296.0K | 0.03% | +38+0.2% | Added |
| Prospera Financial Services Inc | 24,344 | $299.0K | 0.01% | +24,344 | New |
| Rockefeller Capital Management L.P. | 25,483 | $312.0K | 0.00% | +5,000+24.4% | Added |
| Dynamic Advisor Solutions LLC | 26,292 | $322.9K | 0.02% | +1,059+4.2% | Added |
| Steel Peak Wealth Management LLC | 26,834 | $329.5K | 0.02% | +2,939+12.3% | Added |
| HighTower Advisors, LLC | 26,925 | $331.0K | 0.00% | −451−1.6% | Reduced |
| Birchcreek Wealth Management, LLC | 28,734 | $352.9K | 0.31% | +3,062+11.9% | Added |
| Laurel Wealth Advisors, Inc. | 29,223 | $359.0K | 0.04% | −156−0.5% | Reduced |
| Avory & Company, LLC | 30,308 | $372.2K | 0.30% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 30,906 | $379.5K | 0.08% | +120.0% | Added |
| Keeley-Teton Advisors, LLC | 31,860 | $391.2K | 0.05% | +709+2.3% | Added |
| National Asset Management, Inc. | 32,532 | $399.9K | 0.01% | +4,498+16.0% | Added |
| Northwestern Mutual Wealth Management Co | 33,843 | $415.6K | 0.00% | −982−2.8% | Reduced |
| Avantax Advisory Services, Inc. | 34,657 | $425.6K | 0.01% | −5,527−13.8% | Reduced |
| Landscape Capital Management, L.L.C. | 34,782 | $427.1K | 0.06% | +34,782 | New |
| GPS Wealth Strategies Group, LLC | 35,414 | $434.9K | 0.13% | −1,655−4.5% | Reduced |
| Arete Wealth Advisors, LLC | 35,797 | $439.6K | 0.04% | +265+0.7% | Added |