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, Q2 2023
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Jun 30, 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
- 149
- +4 vs. Q1 2023
- Shares held
- 15.6M
- +2.02M (+14.9%) vs. Q1 2023
- Total value
- $199.6M
- +$27.5M (+16.0%) vs. Q1 2023
- New holders
- 17
- 63 more added
- Sold out
- 13
- 29 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,751,918 | $22.4M | 0.00% | −627,460−26.4% | Reduced |
| Invesco Ltd. | 904,407 | $11.6M | 0.00% | +195,759+27.6% | Added |
| LPL Financial LLC | 902,406 | $11.5M | 0.01% | +167,384+22.8% | Added |
| Guggenheim Capital LLC | 851,224 | $10.9M | 0.09% | −7,686−0.9% | Reduced |
| Bank of America Corp | 622,118 | $7.95M | 0.00% | +44,727+7.7% | Added |
| UBS Group AG | 590,570 | $7.55M | 0.00% | +36,336+6.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 477,947 | $6.11M | 0.01% | +111,095+30.3% | Added |
| Royal Bank of Canada | 460,683 | $5.89M | 0.00% | +2,048+0.4% | Added |
| Advisor Group Holdings, Inc. | 458,002 | $5.86M | 0.01% | +45,867+11.1% | Added |
| Paragon Financial Partners, Inc. | 453,730 | $5.80M | 5.48% | +453,730 | New |
| Cornerstone Advisors, LLC | 380,393 | $4.86M | 0.23% | +380,393 | New |
| Commonwealth Equity Services, LLC | 373,014 | $4.77M | 0.01% | +17,870+5.0% | Added |
| Sit Investment Associates Inc | 362,347 | $4.63M | 0.12% | 00.0% | Unchanged |
| Raymond James & Associates | 350,763 | $4.48M | 0.00% | +18,261+5.5% | Added |
| Franklin Resources Inc | 326,258 | $4.17M | 0.00% | −258−0.1% | Reduced |
| Mariner, LLC | 289,744 | $3.70M | 0.01% | +4,386+1.5% | Added |
| Wells Fargo & Company | 268,997 | $3.44M | 0.00% | +22,798+9.3% | Added |
| Ameriprise Financial Inc | 259,956 | $3.32M | 0.00% | −103,651−28.5% | Reduced |
| Naples Global Advisors, LLC | 255,683 | $3.27M | 0.38% | −16,950−6.2% | Reduced |
| Envestnet Asset Management Inc | 248,387 | $3.17M | 0.00% | +53,234+27.3% | Added |
| Truist Financial Corp | 244,958 | $3.13M | 0.01% | +64,482+35.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 242,335 | $3.10M | 0.01% | +4,630+1.9% | Added |
| Karpus Management, Inc. | 221,370 | $2.83M | 0.09% | +221,370 | New |
| Wolverine Asset Management LLC | 212,927 | $2.72M | 0.05% | +107,602+102.2% | Added |
| Landscape Capital Management, L.L.C. | 202,469 | $2.59M | 0.34% | +182,872+933.2% | Added |
| MML Investors Services, LLC | 200,170 | $2.56M | 0.01% | +9,901+5.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 202,926 | $2.52M | 0.08% | +202,926 | New |
| Ieq Capital, LLC | 187,894 | $2.40M | 0.05% | +187,894 | New |
| Advisors Asset Management, Inc. | 175,783 | $2.25M | 0.05% | +97,183+123.6% | Added |
| Beacon Pointe Advisors, LLC | 170,887 | $2.18M | 0.04% | −29,899−14.9% | Reduced |
| Mutual Advisors, LLC | 127,393 | $1.63M | 0.06% | −1,511−1.2% | Reduced |
| Shaker Financial Services, LLC | 95,333 | $1.22M | 0.53% | +95,333 | New |
| RMB Capital Management, LLC | 79,036 | $1.01M | 0.03% | +348+0.4% | Added |
| Wedbush Securities Inc | 78,438 | $1.00M | 0.05% | +17,238+28.2% | Added |
| Atria Wealth Solutions, Inc. | 76,429 | $977.5K | 0.01% | +27,696+56.8% | Added |
| Cresset Asset Management, LLC | 71,502 | $913.8K | 0.01% | +1,605+2.3% | Added |
| Oppenheimer & Co Inc | 71,040 | $907.9K | 0.02% | +2,855+4.2% | Added |
| International Assets Investment Management, LLC | 71,788 | $906.2K | 0.12% | +71,788 | New |
| Cohen & Steers, Inc. | 66,192 | $846.0K | 0.00% | +66,192 | New |
| Kestra Advisory Services, LLC | 65,922 | $842.5K | 0.01% | +11,169+20.4% | Added |
| ICA Group Wealth Management, LLC | 65,723 | $839.9K | 0.21% | +7,948+13.8% | Added |
| Stifel Financial Corp | 65,687 | $839.5K | 0.00% | −6,496−9.0% | Reduced |
| Janney Montgomery Scott LLC | 64,029 | $818.0K | 0.00% | −63,219−49.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 62,497 | $798.7K | 0.06% | +4,006+6.8% | Added |
| American Institute for Advanced Investment Management, LLP | 61,735 | $789.0K | 0.69% | +18,622+43.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 58,532 | $748.0K | 0.08% | −8,444−12.6% | Reduced |
| National Asset Management, Inc. | 53,554 | $686.1K | 0.02% | +21,435+66.7% | Added |
| Cetera Advisor Networks LLC | 48,678 | $622.1K | 0.00% | −145,728−75.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 47,502 | $607.1K | 0.21% | 00.0% | Unchanged |
| Wealth Effects LLC | 46,390 | $592.9K | 0.26% | +113+0.2% | Added |
| Outlook Wealth Advisors, LLC | 44,945 | $574.4K | 0.22% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 44,852 | $573.2K | 0.00% | +316+0.7% | Added |
| Rockefeller Capital Management L.P. | 44,363 | $567.0K | 0.00% | +17,580+65.6% | Added |
| Arkadios Wealth Advisors | 41,904 | $535.5K | 0.06% | −17,022−28.9% | Reduced |
| Focus Financial Network, Inc. | 41,524 | $530.7K | 0.03% | +195+0.5% | Added |
| Mercer Global Advisors Inc | 40,842 | $522.0K | 0.00% | −1,066−2.5% | Reduced |
| HBK Sorce Advisory LLC | 40,730 | $520.5K | 0.02% | +240+0.6% | Added |
| Stableford Capital II LLC | 36,053 | $472.3K | 0.21% | +36,053 | New |
| HighTower Advisors, LLC | 34,704 | $444.0K | 0.00% | +2,861+9.0% | Added |
| GPS Wealth Strategies Group, LLC | 34,617 | $442.4K | 0.08% | −7,284−17.4% | Reduced |
| Dynamic Advisor Solutions LLC | 34,440 | $440.1K | 0.02% | +6,933+25.2% | Added |
| IFG Advisory, LLC | 33,785 | $431.8K | 0.04% | +33,785 | New |
| Keeley-Teton Advisors, LLC | 33,284 | $425.4K | 0.05% | +720+2.2% | Added |
| Triumph Capital Management | 32,636 | $417.1K | 0.19% | +32,636 | New |
| Arete Wealth Advisors, LLC | 31,585 | $404.0K | 0.04% | −52−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 31,510 | $402.7K | 0.02% | +1,182+3.9% | Added |
| Creative Planning | 31,090 | $397.3K | 0.00% | +19,445+167.0% | Added |
| Kistler-Tiffany Companies, LLC | 30,931 | $395.3K | 0.06% | +120.0% | Added |
| Avory & Company, LLC | 30,308 | $387.3K | 0.29% | 00.0% | Unchanged |
| Cetera Investment Advisers | 30,301 | $387.3K | 0.00% | −11,946−28.3% | Reduced |
| Worth Asset Management, LLC | 29,721 | $379.8K | 0.29% | +27,221+1,088.8% | Added |
| GWM Advisors LLC | 27,318 | $349.1K | 0.00% | +1,351+5.2% | Added |
| Meridian Wealth Management, LLC | 27,068 | $345.9K | 0.03% | +3,805+16.4% | Added |
| Prospera Financial Services Inc | 25,455 | $325.3K | 0.01% | +576+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 25,273 | $323.0K | 0.00% | +4,956+24.4% | Added |
| Essex Financial Services, Inc. | 25,116 | $321.0K | 0.04% | +469+1.9% | Added |
| Avantax Advisory Services, Inc. | 25,114 | $321.0K | 0.00% | −3,215−11.3% | Reduced |
| J.W. Cole Advisors, Inc. | 24,193 | $309.2K | 0.02% | −8,461−25.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,419 | $299.3K | 0.13% | +23,419 | New |
| Global Retirement Partners, LLC | 21,878 | $279.6K | 0.01% | +1,806+9.0% | Added |
| Wesbanco Bank Inc | 21,470 | $274.0K | 0.01% | +9,770+83.5% | Added |
| Colony Group LLC | 21,367 | $273.0K | 0.00% | −11−0.1% | Reduced |
| Laidlaw Wealth Management LLC | 20,484 | $261.8K | 0.05% | +5,651+38.1% | Added |
| D.A. Davidson & Co. | 20,264 | $259.0K | 0.00% | +571+2.9% | Added |
| Jacobi Capital Management LLC | 20,079 | $256.6K | 0.03% | +276+1.4% | Added |
| Centaurus Financial, Inc. | 19,820 | $253.0K | 0.02% | −31,277−61.2% | Reduced |
| Diversified, LLC | 19,478 | $248.9K | 0.06% | −105−0.5% | Reduced |
| Abbrea Capital, LLC | 18,075 | $231.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 18,050 | $230.7K | 0.03% | −200−1.1% | Reduced |
| Hilltop Holdings Inc. | 17,719 | $226.4K | 0.03% | +7,614+75.3% | Added |
| The PNC Financial Services Group, Inc. | 17,680 | $225.9K | 0.00% | +6,680+60.7% | Added |
| Silverlake Wealth Management LLC | 17,242 | $220.3K | 0.12% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $219.3K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,975 | $216.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,726 | $201.0K | 0.00% | +3,937+33.4% | Added |
| Birchcreek Wealth Management, LLC | 15,334 | $196.0K | 0.14% | −13,570−46.9% | Reduced |
| AE Wealth Management LLC | 14,735 | $188.3K | 0.00% | −160−1.1% | Reduced |
| Summit Investment Advisory Services, LLC | 14,531 | $185.7K | 0.12% | +231+1.6% | Added |
| Buckingham Strategic Partners | 14,506 | $185.4K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,357 | $183.5K | 0.00% | +730+5.4% | Added |