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, Q1 2023
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Mar 31, 2023. 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
- 147
- 0 vs. Q4 2022
- Shares held
- 13.6M
- −119.2K (−0.9%) vs. Q4 2022
- Total value
- $172.2M
- +$5.45M (+3.3%) vs. Q4 2022
- New holders
- 13
- 48 more added
- Sold out
- 13
- 50 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,379,378 | $30.1M | 0.00% | +334,113+16.3% | Added |
| Guggenheim Capital LLC | 858,910 | $10.8M | 0.09% | −77,939−8.3% | Reduced |
| LPL Financial LLC | 735,022 | $9.28M | 0.01% | +25,123+3.5% | Added |
| Invesco Ltd. | 708,648 | $8.95M | 0.00% | −79,692−10.1% | Reduced |
| Bank of America Corp | 577,391 | $7.29M | 0.00% | −131,768−18.6% | Reduced |
| UBS Group AG | 554,234 | $7.00M | 0.00% | −1820.0% | Reduced |
| Royal Bank of Canada | 458,635 | $5.79M | 0.00% | +38,659+9.2% | Added |
| Advisor Group Holdings, Inc. | 412,135 | $5.20M | 0.01% | −586−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 366,852 | $4.63M | 0.01% | +45,599+14.2% | Added |
| Ameriprise Financial Inc | 363,607 | $4.59M | 0.00% | +6,445+1.8% | Added |
| Sit Investment Associates Inc | 362,347 | $4.58M | 0.12% | +362,347 | New |
| Commonwealth Equity Services, LLC | 355,144 | $4.49M | 0.01% | +7,715+2.2% | Added |
| Raymond James & Associates | 332,502 | $4.20M | 0.00% | +8,633+2.7% | Added |
| Franklin Resources Inc | 326,516 | $4.12M | 0.00% | −4,790−1.4% | Reduced |
| Mariner, LLC | 285,358 | $3.60M | 0.01% | −31,144−9.8% | Reduced |
| Naples Global Advisors, LLC | 272,633 | $3.44M | 0.43% | −450−0.2% | Reduced |
| Wells Fargo & Company | 246,199 | $3.11M | 0.00% | −16,084−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 237,705 | $3.00M | 0.01% | −1,350−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 200,786 | $2.54M | 0.04% | −1,725−0.9% | Reduced |
| Envestnet Asset Management Inc | 195,153 | $2.46M | 0.00% | +14,390+8.0% | Added |
| Cetera Advisor Networks LLC | 194,406 | $2.46M | 0.02% | +9,407+5.1% | Added |
| MML Investors Services, LLC | 190,269 | $2.40M | 0.02% | −25,038−11.6% | Reduced |
| Truist Financial Corp | 180,476 | $2.28M | 0.00% | +21,827+13.8% | Added |
| Mutual Advisors, LLC | 128,904 | $1.63M | 0.07% | −2,006−1.5% | Reduced |
| Janney Montgomery Scott LLC | 127,248 | $1.61M | 0.01% | −34,388−21.3% | Reduced |
| Wolverine Asset Management LLC | 105,325 | $1.33M | 0.02% | −21,047−16.7% | Reduced |
| RMB Capital Management, LLC | 78,688 | $993.8K | 0.03% | +436+0.6% | Added |
| Advisors Asset Management, Inc. | 78,600 | $992.7K | 0.02% | −681−0.9% | Reduced |
| Stifel Financial Corp | 72,183 | $911.7K | 0.00% | −21,538−23.0% | Reduced |
| Cresset Asset Management, LLC | 69,897 | $882.8K | 0.02% | +1,569+2.3% | Added |
| Oppenheimer & Co Inc | 68,185 | $861.2K | 0.02% | −11,875−14.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 66,976 | $845.9K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 61,200 | $773.0K | 0.04% | +1,530+2.6% | Added |
| Arkadios Wealth Advisors | 58,926 | $744.2K | 0.09% | −2,599−4.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 58,491 | $738.8K | 0.06% | +7,171+14.0% | Added |
| ICA Group Wealth Management, LLC | 57,775 | $729.7K | 0.17% | +585+1.0% | Added |
| Kestra Advisory Services, LLC | 54,753 | $691.5K | 0.01% | −10,097−15.6% | Reduced |
| Centaurus Financial, Inc. | 51,097 | $645.0K | 0.05% | −8,472−14.2% | Reduced |
| Atria Wealth Solutions, Inc. | 48,733 | $615.5K | 0.01% | +4,055+9.1% | Added |
| Wealth Alliance Advisory Group, LLC | 47,502 | $600.0K | 0.22% | 00.0% | Unchanged |
| Wealth Effects LLC | 46,277 | $584.5K | 0.30% | +963+2.1% | Added |
| Bluefin Capital Management, LLC | – | $570.8K | 0.08% | – | – |
| Outlook Wealth Advisors, LLC | 44,945 | $567.7K | 0.25% | −1,831−3.9% | Reduced |
| Private Advisor Group, LLC | 44,536 | $562.5K | 0.01% | +2,072+4.9% | Added |
| Cetera Investment Advisers | 42,247 | $533.6K | 0.00% | −1,741−4.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 43,113 | $532.5K | 0.57% | −54,023−55.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 41,901 | $529.2K | 0.11% | +6,487+18.3% | Added |
| Mercer Global Advisors Inc | 41,908 | $529.0K | 0.00% | −3,658−8.0% | Reduced |
| Focus Financial Network, Inc. | 41,329 | $522.0K | 0.03% | +196+0.5% | Added |
| HBK Sorce Advisory LLC | 40,490 | $511.4K | 0.02% | −40,490−50.0% | Reduced |
| J.W. Cole Advisors, Inc. | 32,654 | $412.4K | 0.03% | −11,385−25.9% | Reduced |
| Keeley-Teton Advisors, LLC | 32,564 | $411.3K | 0.05% | +704+2.2% | Added |
| National Asset Management, Inc. | 32,119 | $406.1K | 0.01% | −413−1.3% | Reduced |
| HighTower Advisors, LLC | 31,843 | $402.0K | 0.00% | +4,918+18.3% | Added |
| Arete Wealth Advisors, LLC | 31,637 | $400.0K | 0.03% | −4,160−11.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 30,919 | $390.5K | 0.07% | +130.0% | Added |
| Steel Peak Wealth Management LLC | 30,328 | $383.0K | 0.03% | +3,494+13.0% | Added |
| Avory & Company, LLC | 30,308 | $382.8K | 0.26% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 28,904 | $365.1K | 0.29% | +170+0.6% | Added |
| Avantax Advisory Services, Inc. | 28,329 | $357.8K | 0.00% | −6,328−18.3% | Reduced |
| Dynamic Advisor Solutions LLC | 27,507 | $347.4K | 0.02% | +1,215+4.6% | Added |
| Rockefeller Capital Management L.P. | 26,783 | $338.0K | 0.00% | +1,300+5.1% | Added |
| Prospera Financial Services Inc | 24,879 | $314.3K | 0.01% | +535+2.2% | Added |
| GWM Advisors LLC | 25,967 | $313.4K | 0.00% | +3,893+17.6% | Added |
| Essex Financial Services, Inc. | 24,647 | $311.3K | 0.03% | +463+1.9% | Added |
| Meridian Wealth Management, LLC | 23,263 | $293.8K | 0.03% | +8,228+54.7% | Added |
| Susquehanna International Group, LLP | 22,190 | $280.3K | 0.00% | −35,648−61.6% | Reduced |
| Colony Group LLC | 21,378 | $270.0K | 0.00% | +560+2.7% | Added |
| Elequin Capital LP | 21,319 | $269.3K | 0.19% | −87,212−80.4% | Reduced |
| Jane Street Group, LLC | 21,306 | $269.1K | 0.00% | +21,306 | New |
| Northwestern Mutual Wealth Management Co | 20,317 | $256.6K | 0.00% | −13,526−40.0% | Reduced |
| Jacobi Capital Management LLC | 19,803 | $250.1K | 0.03% | +260+1.3% | Added |
| D.A. Davidson & Co. | 19,693 | $248.7K | 0.00% | −837−4.1% | Reduced |
| Landscape Capital Management, L.L.C. | 19,597 | $247.5K | 0.03% | −15,185−43.7% | Reduced |
| Diversified, LLC | 19,583 | $247.3K | 0.09% | −967−4.7% | Reduced |
| Global Retirement Partners, LLC | 20,072 | $242.1K | 0.01% | +205+1.0% | Added |
| Busey Wealth Management | 18,308 | $231.2K | 0.01% | +1,204+7.0% | Added |
| SeaCrest Wealth Management, LLC | 18,250 | $230.5K | 0.03% | +830+4.8% | Added |
| Abbrea Capital, LLC | 18,075 | $228.0K | 0.04% | −500−2.7% | Reduced |
| Silverlake Wealth Management LLC | 17,242 | $217.8K | 0.13% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,975 | $214.4K | 0.00% | +16,975 | New |
| Virtu Financial LLC | 16,839 | $213.0K | 0.02% | −3,382−16.7% | Reduced |
| AE Wealth Management LLC | 14,895 | $188.1K | 0.00% | −293−1.9% | Reduced |
| Laidlaw Wealth Management LLC | 14,833 | $187.3K | 0.04% | +20.0% | Added |
| Buckingham Strategic Partners | 14,506 | $183.2K | 0.01% | −4,325−23.0% | Reduced |
| Summit Investment Advisory Services, LLC | 14,300 | $180.6K | 0.13% | +34+0.2% | Added |
| Semus Wealth Partners LLC | 13,640 | $172.3K | 0.19% | +60+0.4% | Added |
| Cetera Advisors LLC | 13,627 | $172.1K | 0.00% | +1,623+13.5% | Added |
| V Wealth Advisors LLC | 13,595 | $171.7K | 0.03% | −320−2.3% | Reduced |
| Legacy Private Trust Co. | 13,275 | $167.7K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 13,115 | $165.6K | 0.03% | −3,525−21.2% | Reduced |
| National Wealth Management Group, LLC | 13,324 | $163.0K | 0.19% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,800 | $161.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 12,677 | $160.1K | 0.02% | +12,677 | New |
| Empower Advisory Group, LLC | 12,466 | $156.3K | 0.00% | +12,466 | New |
| Gladstone Institutional Advisory LLC | 12,276 | $155.0K | 0.01% | −4,414−26.4% | Reduced |
| Merit Financial Group, LLC | 12,189 | $153.9K | 0.01% | −10.0% | Reduced |
| Integrated Wealth Concepts LLC | 11,789 | $149.0K | 0.00% | +11,789 | New |
| Wesbanco Bank Inc | 11,700 | $148.0K | 0.01% | +11,700 | New |
| Creative Planning | 11,645 | $147.1K | 0.00% | −478−3.9% | Reduced |