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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 14,068 | $179.8K | 0.02% | +1,391+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 13,935 | $178.1K | 0.00% | +3,011+27.6% | Added |
| Semus Wealth Partners LLC | 13,707 | $175.2K | 0.16% | +67+0.5% | Added |
| National Wealth Management Group, LLC | 13,324 | $174.1K | 0.18% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 13,595 | $173.7K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 13,480 | $172.3K | 0.01% | +1,204+9.8% | Added |
| Focused Wealth Management, Inc | 13,342 | $170.5K | 0.03% | +227+1.7% | Added |
| Principle Wealth Partners LLC | 12,800 | $163.6K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 12,466 | $159.3K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,189 | $155.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $143.4K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,229 | $143.0K | 0.01% | −5,610−33.3% | Reduced |
| Wealthcare Advisory Partners LLC | 11,118 | $142.1K | 0.01% | +11,118 | New |
| Money Concepts Capital Corp | 11,000 | $140.6K | 0.01% | +11,000 | New |
| Kingsview Wealth Management, LLC | 10,996 | $140.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 7,496 | $95.8K | 0.01% | +12+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 6,923 | $88.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,267 | $80.1K | 0.00% | +4,855+343.8% | Added |
| Montag A & Associates Inc | 5,900 | $75.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 5,183 | $66.2K | 0.03% | −16,136−75.7% | Reduced |
| Retirement Group, LLC | 4,508 | $57.6K | 0.02% | −931−17.1% | Reduced |
| Huntington National Bank | – | $51.2K | 0.00% | – | – |
| US Bancorp | 3,954 | $50.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,600 | $46.0K | 0.03% | +3,600 | New |
| Princeton Global Asset Management LLC | 3,479 | $44.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,189 | $41.0K | 0.00% | +20+0.6% | Added |
| Harbour Investments, Inc. | 2,671 | $34.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,430 | $31.1K | 0.00% | +2,430 | New |
| Geneos Wealth Management Inc. | 1,500 | $19.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $16.0K | 0.00% | 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 |
| CoreFirst Bank & Trust | 937 | $12.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 896 | $11.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 875 | $11.2K | 0.00% | +875 | New |
| Allworth Financial LP | 843 | $10.8K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $9.59K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $8.63K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $6.61K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $5.11K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $4.26K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.25K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $3.83K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $3.83K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19 | $243 | 0.00% | −10−34.5% | Reduced |
| FMR LLC | 1 | $13 | 0.00% | −1−50.0% | 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 |