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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 29 | $0 | 0.00% | +29 | New |
| FMR LLC | 2 | $25 | 0.00% | +2 | New |
| Tompkins Financial Corp | 300 | $3.79K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $3.79K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 300 | $3.79K | 0.00% | +300 | New |
| Bellevue Asset Management, LLC | 333 | $4.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $4.21K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $5.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $6.54K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.58K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $8.53K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $9.47K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $10.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 896 | $11.3K | 0.00% | −14,285−94.1% | Reduced |
| CoreFirst Bank & Trust | 937 | $11.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $12.6K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $12.6K | 0.01% | +1,000 | New |
| SOA Wealth Advisors, LLC. | 1,250 | $15.8K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,298 | $16.4K | 0.00% | +1,000+335.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $17.0K | 0.01% | +1,361 | New |
| Parallel Advisors, LLC | 1,412 | $17.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,500 | $18.9K | 0.00% | +500+50.0% | Added |
| Advisory Services Network, LLC | 1,851 | $23.4K | 0.00% | +250+15.6% | Added |
| Sandy Spring Bank | 2,000 | $25.3K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,500 | $31.6K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,671 | $33.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,169 | $40.0K | 0.00% | +663+26.5% | Added |
| Princeton Global Asset Management LLC | 3,479 | $43.9K | 0.01% | +76+2.2% | Added |
| US Bancorp | 3,954 | $49.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $50.6K | 0.00% | – | – |
| Retirement Group, LLC | 5,439 | $69.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,900 | $74.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,923 | $87.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 7,484 | $94.5K | 0.01% | +12+0.2% | Added |
| Belpointe Asset Management LLC | 8,305 | $104.9K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 8,928 | $112.8K | 0.06% | −1,500−14.4% | Reduced |
| Hilltop Holdings Inc. | 10,105 | $127.6K | 0.02% | +10,105 | New |
| Ameritas Advisory Services, LLC | 10,311 | $128.8K | 0.01% | −1,735−14.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,924 | $138.0K | 0.00% | +441+4.2% | Added |
| Integrated Advisors Network LLC | 10,928 | $138.0K | 0.01% | +122+1.1% | Added |
| Kingsview Wealth Management, LLC | 10,996 | $138.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,000 | $138.9K | 0.00% | −1,962−15.1% | Reduced |
| Citadel Advisors LLC | 11,074 | $139.9K | 0.00% | −8,374−43.1% | Reduced |
| Pinnacle Associates Ltd | 11,219 | $141.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,645 | $147.1K | 0.00% | −478−3.9% | Reduced |
| Wesbanco Bank Inc | 11,700 | $148.0K | 0.01% | +11,700 | New |
| Integrated Wealth Concepts LLC | 11,789 | $149.0K | 0.00% | +11,789 | New |
| Merit Financial Group, LLC | 12,189 | $153.9K | 0.01% | −10.0% | Reduced |
| Gladstone Institutional Advisory LLC | 12,276 | $155.0K | 0.01% | −4,414−26.4% | Reduced |
| Empower Advisory Group, LLC | 12,466 | $156.3K | 0.00% | +12,466 | New |
| Cornerstone Wealth Management, LLC | 12,677 | $160.1K | 0.02% | +12,677 | New |
| Principle Wealth Partners LLC | 12,800 | $161.7K | 0.02% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 13,324 | $163.0K | 0.19% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 13,115 | $165.6K | 0.03% | −3,525−21.2% | Reduced |
| Legacy Private Trust Co. | 13,275 | $167.7K | 0.01% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,595 | $171.7K | 0.03% | −320−2.3% | Reduced |
| Cetera Advisors LLC | 13,627 | $172.1K | 0.00% | +1,623+13.5% | Added |
| Semus Wealth Partners LLC | 13,640 | $172.3K | 0.19% | +60+0.4% | Added |
| Summit Investment Advisory Services, LLC | 14,300 | $180.6K | 0.13% | +34+0.2% | Added |
| Buckingham Strategic Partners | 14,506 | $183.2K | 0.01% | −4,325−23.0% | Reduced |
| Laidlaw Wealth Management LLC | 14,833 | $187.3K | 0.04% | +20.0% | Added |
| AE Wealth Management LLC | 14,895 | $188.1K | 0.00% | −293−1.9% | Reduced |
| Virtu Financial LLC | 16,839 | $213.0K | 0.02% | −3,382−16.7% | Reduced |
| CI Private Wealth, LLC | 16,975 | $214.4K | 0.00% | +16,975 | New |
| Silverlake Wealth Management LLC | 17,242 | $217.8K | 0.13% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 18,075 | $228.0K | 0.04% | −500−2.7% | Reduced |
| SeaCrest Wealth Management, LLC | 18,250 | $230.5K | 0.03% | +830+4.8% | Added |
| Busey Wealth Management | 18,308 | $231.2K | 0.01% | +1,204+7.0% | Added |
| Global Retirement Partners, LLC | 20,072 | $242.1K | 0.01% | +205+1.0% | Added |
| Diversified, LLC | 19,583 | $247.3K | 0.09% | −967−4.7% | Reduced |
| Landscape Capital Management, L.L.C. | 19,597 | $247.5K | 0.03% | −15,185−43.7% | Reduced |
| D.A. Davidson & Co. | 19,693 | $248.7K | 0.00% | −837−4.1% | Reduced |
| Jacobi Capital Management LLC | 19,803 | $250.1K | 0.03% | +260+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 20,317 | $256.6K | 0.00% | −13,526−40.0% | Reduced |
| Jane Street Group, LLC | 21,306 | $269.1K | 0.00% | +21,306 | New |
| Elequin Capital LP | 21,319 | $269.3K | 0.19% | −87,212−80.4% | Reduced |
| Colony Group LLC | 21,378 | $270.0K | 0.00% | +560+2.7% | Added |
| Susquehanna International Group, LLP | 22,190 | $280.3K | 0.00% | −35,648−61.6% | Reduced |
| Meridian Wealth Management, LLC | 23,263 | $293.8K | 0.03% | +8,228+54.7% | Added |
| Essex Financial Services, Inc. | 24,647 | $311.3K | 0.03% | +463+1.9% | Added |
| GWM Advisors LLC | 25,967 | $313.4K | 0.00% | +3,893+17.6% | Added |
| Prospera Financial Services Inc | 24,879 | $314.3K | 0.01% | +535+2.2% | Added |
| Rockefeller Capital Management L.P. | 26,783 | $338.0K | 0.00% | +1,300+5.1% | Added |
| Dynamic Advisor Solutions LLC | 27,507 | $347.4K | 0.02% | +1,215+4.6% | Added |
| Avantax Advisory Services, Inc. | 28,329 | $357.8K | 0.00% | −6,328−18.3% | Reduced |
| Birchcreek Wealth Management, LLC | 28,904 | $365.1K | 0.29% | +170+0.6% | Added |
| Avory & Company, LLC | 30,308 | $382.8K | 0.26% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 30,328 | $383.0K | 0.03% | +3,494+13.0% | Added |
| Kistler-Tiffany Companies, LLC | 30,919 | $390.5K | 0.07% | +130.0% | Added |
| Arete Wealth Advisors, LLC | 31,637 | $400.0K | 0.03% | −4,160−11.6% | Reduced |
| HighTower Advisors, LLC | 31,843 | $402.0K | 0.00% | +4,918+18.3% | Added |
| National Asset Management, Inc. | 32,119 | $406.1K | 0.01% | −413−1.3% | Reduced |
| Keeley-Teton Advisors, LLC | 32,564 | $411.3K | 0.05% | +704+2.2% | Added |
| J.W. Cole Advisors, Inc. | 32,654 | $412.4K | 0.03% | −11,385−25.9% | Reduced |
| HBK Sorce Advisory LLC | 40,490 | $511.4K | 0.02% | −40,490−50.0% | Reduced |
| Focus Financial Network, Inc. | 41,329 | $522.0K | 0.03% | +196+0.5% | Added |
| Mercer Global Advisors Inc | 41,908 | $529.0K | 0.00% | −3,658−8.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 41,901 | $529.2K | 0.11% | +6,487+18.3% | Added |