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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 47,502 | $607.1K | 0.21% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 48,678 | $622.1K | 0.00% | −145,728−75.0% | Reduced |
| National Asset Management, Inc. | 53,554 | $686.1K | 0.02% | +21,435+66.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 58,532 | $748.0K | 0.08% | −8,444−12.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 61,735 | $789.0K | 0.69% | +18,622+43.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 62,497 | $798.7K | 0.06% | +4,006+6.8% | Added |
| Janney Montgomery Scott LLC | 64,029 | $818.0K | 0.00% | −63,219−49.7% | Reduced |
| Stifel Financial Corp | 65,687 | $839.5K | 0.00% | −6,496−9.0% | Reduced |
| ICA Group Wealth Management, LLC | 65,723 | $839.9K | 0.21% | +7,948+13.8% | Added |
| Kestra Advisory Services, LLC | 65,922 | $842.5K | 0.01% | +11,169+20.4% | Added |
| Cohen & Steers, Inc. | 66,192 | $846.0K | 0.00% | +66,192 | New |
| International Assets Investment Management, LLC | 71,788 | $906.2K | 0.12% | +71,788 | New |
| Oppenheimer & Co Inc | 71,040 | $907.9K | 0.02% | +2,855+4.2% | Added |
| Cresset Asset Management, LLC | 71,502 | $913.8K | 0.01% | +1,605+2.3% | Added |
| Atria Wealth Solutions, Inc. | 76,429 | $977.5K | 0.01% | +27,696+56.8% | Added |
| Wedbush Securities Inc | 78,438 | $1.00M | 0.05% | +17,238+28.2% | Added |
| RMB Capital Management, LLC | 79,036 | $1.01M | 0.03% | +348+0.4% | Added |
| Shaker Financial Services, LLC | 95,333 | $1.22M | 0.53% | +95,333 | New |
| Mutual Advisors, LLC | 127,393 | $1.63M | 0.06% | −1,511−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 170,887 | $2.18M | 0.04% | −29,899−14.9% | Reduced |
| Advisors Asset Management, Inc. | 175,783 | $2.25M | 0.05% | +97,183+123.6% | Added |
| Ieq Capital, LLC | 187,894 | $2.40M | 0.05% | +187,894 | New |
| Houlihan Financial Resource Group, Ltd. | 202,926 | $2.52M | 0.08% | +202,926 | New |
| MML Investors Services, LLC | 200,170 | $2.56M | 0.01% | +9,901+5.2% | Added |
| Landscape Capital Management, L.L.C. | 202,469 | $2.59M | 0.34% | +182,872+933.2% | Added |
| Wolverine Asset Management LLC | 212,927 | $2.72M | 0.05% | +107,602+102.2% | Added |
| Karpus Management, Inc. | 221,370 | $2.83M | 0.09% | +221,370 | New |
| Cambridge Investment Research Advisors, Inc. | 242,335 | $3.10M | 0.01% | +4,630+1.9% | Added |
| Truist Financial Corp | 244,958 | $3.13M | 0.01% | +64,482+35.7% | Added |
| Envestnet Asset Management Inc | 248,387 | $3.17M | 0.00% | +53,234+27.3% | Added |
| Naples Global Advisors, LLC | 255,683 | $3.27M | 0.38% | −16,950−6.2% | Reduced |
| Ameriprise Financial Inc | 259,956 | $3.32M | 0.00% | −103,651−28.5% | Reduced |
| Wells Fargo & Company | 268,997 | $3.44M | 0.00% | +22,798+9.3% | Added |
| Mariner, LLC | 289,744 | $3.70M | 0.01% | +4,386+1.5% | Added |
| Franklin Resources Inc | 326,258 | $4.17M | 0.00% | −258−0.1% | Reduced |
| Raymond James & Associates | 350,763 | $4.48M | 0.00% | +18,261+5.5% | Added |
| Sit Investment Associates Inc | 362,347 | $4.63M | 0.12% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 373,014 | $4.77M | 0.01% | +17,870+5.0% | Added |
| Cornerstone Advisors, LLC | 380,393 | $4.86M | 0.23% | +380,393 | New |
| Paragon Financial Partners, Inc. | 453,730 | $5.80M | 5.48% | +453,730 | New |
| Advisor Group Holdings, Inc. | 458,002 | $5.86M | 0.01% | +45,867+11.1% | Added |
| Royal Bank of Canada | 460,683 | $5.89M | 0.00% | +2,048+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 477,947 | $6.11M | 0.01% | +111,095+30.3% | Added |
| UBS Group AG | 590,570 | $7.55M | 0.00% | +36,336+6.6% | Added |
| Bank of America Corp | 622,118 | $7.95M | 0.00% | +44,727+7.7% | Added |
| Guggenheim Capital LLC | 851,224 | $10.9M | 0.09% | −7,686−0.9% | Reduced |
| LPL Financial LLC | 902,406 | $11.5M | 0.01% | +167,384+22.8% | Added |
| Invesco Ltd. | 904,407 | $11.6M | 0.00% | +195,759+27.6% | Added |
| Morgan Stanley | 1,751,918 | $22.4M | 0.00% | −627,460−26.4% | Reduced |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,190−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,306−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −18,308−100.0% | Sold out |
| Legacy Private Trust Co. | 0 | $0 | 0.00% | −13,275−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,074−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −10,928−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −10,311−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −8,305−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |