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 |
|---|---|---|---|---|---|
| American Institute for Advanced Investment Management, LLP | 43,113 | $532.5K | 0.57% | −54,023−55.6% | Reduced |
| Cetera Investment Advisers | 42,247 | $533.6K | 0.00% | −1,741−4.0% | Reduced |
| Private Advisor Group, LLC | 44,536 | $562.5K | 0.01% | +2,072+4.9% | Added |
| Outlook Wealth Advisors, LLC | 44,945 | $567.7K | 0.25% | −1,831−3.9% | Reduced |
| Bluefin Capital Management, LLC | – | $570.8K | 0.08% | – | – |
| Wealth Effects LLC | 46,277 | $584.5K | 0.30% | +963+2.1% | Added |
| Wealth Alliance Advisory Group, LLC | 47,502 | $600.0K | 0.22% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 48,733 | $615.5K | 0.01% | +4,055+9.1% | Added |
| Centaurus Financial, Inc. | 51,097 | $645.0K | 0.05% | −8,472−14.2% | Reduced |
| Kestra Advisory Services, LLC | 54,753 | $691.5K | 0.01% | −10,097−15.6% | Reduced |
| ICA Group Wealth Management, LLC | 57,775 | $729.7K | 0.17% | +585+1.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 58,491 | $738.8K | 0.06% | +7,171+14.0% | Added |
| Arkadios Wealth Advisors | 58,926 | $744.2K | 0.09% | −2,599−4.2% | Reduced |
| Wedbush Securities Inc | 61,200 | $773.0K | 0.04% | +1,530+2.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 66,976 | $845.9K | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 68,185 | $861.2K | 0.02% | −11,875−14.8% | Reduced |
| Cresset Asset Management, LLC | 69,897 | $882.8K | 0.02% | +1,569+2.3% | Added |
| Stifel Financial Corp | 72,183 | $911.7K | 0.00% | −21,538−23.0% | Reduced |
| Advisors Asset Management, Inc. | 78,600 | $992.7K | 0.02% | −681−0.9% | Reduced |
| RMB Capital Management, LLC | 78,688 | $993.8K | 0.03% | +436+0.6% | Added |
| Wolverine Asset Management LLC | 105,325 | $1.33M | 0.02% | −21,047−16.7% | Reduced |
| Janney Montgomery Scott LLC | 127,248 | $1.61M | 0.01% | −34,388−21.3% | Reduced |
| Mutual Advisors, LLC | 128,904 | $1.63M | 0.07% | −2,006−1.5% | Reduced |
| Truist Financial Corp | 180,476 | $2.28M | 0.00% | +21,827+13.8% | Added |
| MML Investors Services, LLC | 190,269 | $2.40M | 0.02% | −25,038−11.6% | Reduced |
| Cetera Advisor Networks LLC | 194,406 | $2.46M | 0.02% | +9,407+5.1% | Added |
| Envestnet Asset Management Inc | 195,153 | $2.46M | 0.00% | +14,390+8.0% | Added |
| Beacon Pointe Advisors, LLC | 200,786 | $2.54M | 0.04% | −1,725−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 237,705 | $3.00M | 0.01% | −1,350−0.6% | Reduced |
| Wells Fargo & Company | 246,199 | $3.11M | 0.00% | −16,084−6.1% | Reduced |
| Naples Global Advisors, LLC | 272,633 | $3.44M | 0.43% | −450−0.2% | Reduced |
| Mariner, LLC | 285,358 | $3.60M | 0.01% | −31,144−9.8% | Reduced |
| Franklin Resources Inc | 326,516 | $4.12M | 0.00% | −4,790−1.4% | Reduced |
| Raymond James & Associates | 332,502 | $4.20M | 0.00% | +8,633+2.7% | Added |
| Commonwealth Equity Services, LLC | 355,144 | $4.49M | 0.01% | +7,715+2.2% | Added |
| Sit Investment Associates Inc | 362,347 | $4.58M | 0.12% | +362,347 | New |
| Ameriprise Financial Inc | 363,607 | $4.59M | 0.00% | +6,445+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 366,852 | $4.63M | 0.01% | +45,599+14.2% | Added |
| Advisor Group Holdings, Inc. | 412,135 | $5.20M | 0.01% | −586−0.1% | Reduced |
| Royal Bank of Canada | 458,635 | $5.79M | 0.00% | +38,659+9.2% | Added |
| UBS Group AG | 554,234 | $7.00M | 0.00% | −1820.0% | Reduced |
| Bank of America Corp | 577,391 | $7.29M | 0.00% | −131,768−18.6% | Reduced |
| Invesco Ltd. | 708,648 | $8.95M | 0.00% | −79,692−10.1% | Reduced |
| LPL Financial LLC | 735,022 | $9.28M | 0.01% | +25,123+3.5% | Added |
| Guggenheim Capital LLC | 858,910 | $10.8M | 0.09% | −77,939−8.3% | Reduced |
| Morgan Stanley | 2,379,378 | $30.1M | 0.00% | +334,113+16.3% | Added |
| CIBC Private Wealth Group, LLC | 17,162 | – | – | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −69,882−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −39,283−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −37,190−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −17,670−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −13,439−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −11,118−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −5,341−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −5,196−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −115,884−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Financial Advisors Network, Inc. | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |