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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 11,219 | $141.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,074 | $139.9K | 0.00% | −8,374−43.1% | Reduced |
| The PNC Financial Services Group, Inc. | 11,000 | $138.9K | 0.00% | −1,962−15.1% | Reduced |
| Kingsview Wealth Management, LLC | 10,996 | $138.9K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 10,928 | $138.0K | 0.01% | +122+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 10,924 | $138.0K | 0.00% | +441+4.2% | Added |
| Ameritas Advisory Services, LLC | 10,311 | $128.8K | 0.01% | −1,735−14.4% | Reduced |
| Hilltop Holdings Inc. | 10,105 | $127.6K | 0.02% | +10,105 | New |
| Ahrens Investment Partners LLC | 8,928 | $112.8K | 0.06% | −1,500−14.4% | Reduced |
| Belpointe Asset Management LLC | 8,305 | $104.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 7,484 | $94.5K | 0.01% | +12+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 6,923 | $87.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,900 | $74.5K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5,439 | $69.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | – | $50.6K | 0.00% | – | – |
| US Bancorp | 3,954 | $49.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,479 | $43.9K | 0.01% | +76+2.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,169 | $40.0K | 0.00% | +663+26.5% | Added |
| Harbour Investments, Inc. | 2,671 | $33.7K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,500 | $31.6K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $25.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,851 | $23.4K | 0.00% | +250+15.6% | Added |
| Geneos Wealth Management Inc. | 1,500 | $18.9K | 0.00% | +500+50.0% | Added |
| Parallel Advisors, LLC | 1,412 | $17.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $17.0K | 0.01% | +1,361 | New |
| TCI Wealth Advisors, Inc. | 1,298 | $16.4K | 0.00% | +1,000+335.6% | Added |
| SOA Wealth Advisors, LLC. | 1,250 | $15.8K | 0.00% | 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 |
| CoreFirst Bank & Trust | 937 | $11.8K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 896 | $11.3K | 0.00% | −14,285−94.1% | Reduced |
| Allworth Financial LP | 843 | $10.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $9.47K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $8.53K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $6.54K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $5.05K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $4.21K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| FMR LLC | 2 | $25 | 0.00% | +2 | New |
| Tower Research Capital LLC (TRC) | 29 | $0 | 0.00% | +29 | New |
| 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 |