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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 12,800 | $157.2K | 0.02% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 12,466 | $153.1K | 0.00% | −3,200−20.4% | Reduced |
| Merit Financial Group, LLC | 12,190 | $149.7K | 0.01% | +63+0.5% | Added |
| Creative Planning | 12,123 | $148.9K | 0.00% | −300−2.4% | Reduced |
| Ameritas Advisory Services, LLC | 12,046 | $147.9K | 0.01% | +235+2.0% | Added |
| Cetera Advisors LLC | 12,004 | $147.4K | 0.00% | −2,530−17.4% | Reduced |
| Pinnacle Associates Ltd | 11,219 | $137.8K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $136.5K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,996 | $135.0K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 10,806 | $132.7K | 0.01% | +10,806 | New |
| Steward Partners Investment Advisory, LLC | 10,483 | $128.7K | 0.00% | −1,963−15.8% | Reduced |
| Ahrens Investment Partners LLC | 10,428 | $128.1K | 0.06% | −500−4.6% | Reduced |
| Belpointe Asset Management LLC | 8,305 | $102.0K | 0.01% | +8,305 | New |
| Private Trust Co NA | 7,472 | $92.0K | 0.01% | +12+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 6,923 | $85.0K | 0.01% | +6,923 | New |
| Montag A & Associates Inc | 5,900 | $72.5K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5,439 | $67.0K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5,341 | $65.6K | 0.01% | +81+1.5% | Added |
| PrairieView Partners, LLC | 5,196 | $63.0K | 0.01% | +5,196 | New |
| Huntington National Bank | – | $49.2K | 0.00% | – | – |
| US Bancorp | 3,954 | $48.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,900 | $48.0K | 0.03% | −200−4.9% | Reduced |
| Princeton Global Asset Management LLC | 3,403 | $42.0K | 0.01% | +77+2.3% | Added |
| Harbour Investments, Inc. | 2,671 | $32.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,506 | $31.0K | 0.00% | +105+4.4% | Added |
| Worth Asset Management, LLC | 2,500 | $30.7K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,200 | $27.0K | 0.00% | +2,200 | 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 |
| CoreCap Advisors, LLC | 1,608 | $19.7K | 0.00% | +1,608 | New |
| Advisory Services Network, LLC | 1,601 | $19.7K | 0.00% | +1,601 | New |
| Parallel Advisors, LLC | 1,412 | $17.3K | 0.00% | −1−0.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,250 | $15.3K | 0.00% | 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 |
| CoreFirst Bank & Trust | 937 | $11.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 787 | $9.66K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $9.21K | 0.01% | +750 | New |
| CWM, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $8.29K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $4.91K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.05K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $3.68K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 298 | $3.66K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 160 | $1.97K | 0.00% | +160 | New |
| Private Advisor Group, LLC | 42,464 | $521 | 0.00% | +2,855+7.2% | Added |
| Johnson & White Wealth Management, LLC | 115,884 | – | – | +115,884 | New |
| Paragon Financial Partners, Inc. | 0 | $0 | 0.00% | −560,043−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −37,961−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −31,192−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −11,507−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −5,740−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −2,577−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Cornerstone Wealth Management, LLC | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |