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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $13 | 0.00% | −1−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 19 | $243 | 0.00% | −10−34.5% | Reduced |
| Tompkins Financial Corp | 300 | $3.83K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $4.26K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $5.11K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $6.61K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.58K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $8.63K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $9.59K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $10.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 875 | $11.2K | 0.00% | +875 | New |
| JPMorgan Chase & Co | 896 | $11.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $12.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $12.8K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,500 | $19.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,430 | $31.1K | 0.00% | +2,430 | New |
| Harbour Investments, Inc. | 2,671 | $34.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,189 | $41.0K | 0.00% | +20+0.6% | Added |
| Princeton Global Asset Management LLC | 3,479 | $44.5K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,600 | $46.0K | 0.03% | +3,600 | New |
| US Bancorp | 3,954 | $50.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $51.2K | 0.00% | – | – |
| Retirement Group, LLC | 4,508 | $57.6K | 0.02% | −931−17.1% | Reduced |
| Elequin Capital LP | 5,183 | $66.2K | 0.03% | −16,136−75.7% | Reduced |
| Montag A & Associates Inc | 5,900 | $75.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,267 | $80.1K | 0.00% | +4,855+343.8% | Added |
| Cary Street Partner Investment Advisory LLC | 6,923 | $88.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 7,496 | $95.8K | 0.01% | +12+0.2% | Added |
| Kingsview Wealth Management, LLC | 10,996 | $140.5K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 11,000 | $140.6K | 0.01% | +11,000 | New |
| Wealthcare Advisory Partners LLC | 11,118 | $142.1K | 0.01% | +11,118 | New |
| Virtu Financial LLC | 11,229 | $143.0K | 0.01% | −5,610−33.3% | Reduced |
| Pinnacle Associates Ltd | 11,219 | $143.4K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,189 | $155.8K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 12,466 | $159.3K | 0.00% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,800 | $163.6K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 13,342 | $170.5K | 0.03% | +227+1.7% | Added |
| Gladstone Institutional Advisory LLC | 13,480 | $172.3K | 0.01% | +1,204+9.8% | Added |
| V Wealth Advisors LLC | 13,595 | $173.7K | 0.03% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 13,324 | $174.1K | 0.18% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 13,707 | $175.2K | 0.16% | +67+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 13,935 | $178.1K | 0.00% | +3,011+27.6% | Added |
| Cornerstone Wealth Management, LLC | 14,068 | $179.8K | 0.02% | +1,391+11.0% | Added |
| Cetera Advisors LLC | 14,357 | $183.5K | 0.00% | +730+5.4% | Added |
| Buckingham Strategic Partners | 14,506 | $185.4K | 0.01% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 14,531 | $185.7K | 0.12% | +231+1.6% | Added |
| AE Wealth Management LLC | 14,735 | $188.3K | 0.00% | −160−1.1% | Reduced |
| Birchcreek Wealth Management, LLC | 15,334 | $196.0K | 0.14% | −13,570−46.9% | Reduced |
| Integrated Wealth Concepts LLC | 15,726 | $201.0K | 0.00% | +3,937+33.4% | Added |
| CI Private Wealth, LLC | 16,975 | $216.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $219.3K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $220.3K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,680 | $225.9K | 0.00% | +6,680+60.7% | Added |
| Hilltop Holdings Inc. | 17,719 | $226.4K | 0.03% | +7,614+75.3% | Added |
| SeaCrest Wealth Management, LLC | 18,050 | $230.7K | 0.03% | −200−1.1% | Reduced |
| Abbrea Capital, LLC | 18,075 | $231.0K | 0.04% | 00.0% | Unchanged |
| Diversified, LLC | 19,478 | $248.9K | 0.06% | −105−0.5% | Reduced |
| Centaurus Financial, Inc. | 19,820 | $253.0K | 0.02% | −31,277−61.2% | Reduced |
| Jacobi Capital Management LLC | 20,079 | $256.6K | 0.03% | +276+1.4% | Added |
| D.A. Davidson & Co. | 20,264 | $259.0K | 0.00% | +571+2.9% | Added |
| Laidlaw Wealth Management LLC | 20,484 | $261.8K | 0.05% | +5,651+38.1% | Added |
| Colony Group LLC | 21,367 | $273.0K | 0.00% | −11−0.1% | Reduced |
| Wesbanco Bank Inc | 21,470 | $274.0K | 0.01% | +9,770+83.5% | Added |
| Global Retirement Partners, LLC | 21,878 | $279.6K | 0.01% | +1,806+9.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,419 | $299.3K | 0.13% | +23,419 | New |
| J.W. Cole Advisors, Inc. | 24,193 | $309.2K | 0.02% | −8,461−25.9% | Reduced |
| Avantax Advisory Services, Inc. | 25,114 | $321.0K | 0.00% | −3,215−11.3% | Reduced |
| Essex Financial Services, Inc. | 25,116 | $321.0K | 0.04% | +469+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 25,273 | $323.0K | 0.00% | +4,956+24.4% | Added |
| Prospera Financial Services Inc | 25,455 | $325.3K | 0.01% | +576+2.3% | Added |
| Meridian Wealth Management, LLC | 27,068 | $345.9K | 0.03% | +3,805+16.4% | Added |
| GWM Advisors LLC | 27,318 | $349.1K | 0.00% | +1,351+5.2% | Added |
| Worth Asset Management, LLC | 29,721 | $379.8K | 0.29% | +27,221+1,088.8% | Added |
| Cetera Investment Advisers | 30,301 | $387.3K | 0.00% | −11,946−28.3% | Reduced |
| Avory & Company, LLC | 30,308 | $387.3K | 0.29% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 30,931 | $395.3K | 0.06% | +120.0% | Added |
| Creative Planning | 31,090 | $397.3K | 0.00% | +19,445+167.0% | Added |
| Steel Peak Wealth Management LLC | 31,510 | $402.7K | 0.02% | +1,182+3.9% | Added |
| Arete Wealth Advisors, LLC | 31,585 | $404.0K | 0.04% | −52−0.2% | Reduced |
| Triumph Capital Management | 32,636 | $417.1K | 0.19% | +32,636 | New |
| Keeley-Teton Advisors, LLC | 33,284 | $425.4K | 0.05% | +720+2.2% | Added |
| IFG Advisory, LLC | 33,785 | $431.8K | 0.04% | +33,785 | New |
| Dynamic Advisor Solutions LLC | 34,440 | $440.1K | 0.02% | +6,933+25.2% | Added |
| GPS Wealth Strategies Group, LLC | 34,617 | $442.4K | 0.08% | −7,284−17.4% | Reduced |
| HighTower Advisors, LLC | 34,704 | $444.0K | 0.00% | +2,861+9.0% | Added |
| Stableford Capital II LLC | 36,053 | $472.3K | 0.21% | +36,053 | New |
| HBK Sorce Advisory LLC | 40,730 | $520.5K | 0.02% | +240+0.6% | Added |
| Mercer Global Advisors Inc | 40,842 | $522.0K | 0.00% | −1,066−2.5% | Reduced |
| Focus Financial Network, Inc. | 41,524 | $530.7K | 0.03% | +195+0.5% | Added |
| Arkadios Wealth Advisors | 41,904 | $535.5K | 0.06% | −17,022−28.9% | Reduced |
| Rockefeller Capital Management L.P. | 44,363 | $567.0K | 0.00% | +17,580+65.6% | Added |
| Private Advisor Group, LLC | 44,852 | $573.2K | 0.00% | +316+0.7% | Added |
| Outlook Wealth Advisors, LLC | 44,945 | $574.4K | 0.22% | 00.0% | Unchanged |
| Wealth Effects LLC | 46,390 | $592.9K | 0.26% | +113+0.2% | Added |