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, Q3 2023
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Sep 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
- 150
- +2 vs. Q2 2023
- Shares held
- 15.4M
- −156.2K (−1.0%) vs. Q2 2023
- Total value
- $184.8M
- −$14.4M (−7.2%) vs. Q2 2023
- New holders
- 10
- 49 more added
- Sold out
- 8
- 47 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,666,122 | $19.9M | 0.00% | −85,796−4.9% | Reduced |
| Invesco Ltd. | 1,064,498 | $12.7M | 0.00% | +160,091+17.7% | Added |
| Cornerstone Advisors, LLC | 948,217 | $11.4M | 0.53% | +567,824+149.3% | Added |
| Guggenheim Capital LLC | 912,758 | $10.9M | 0.09% | +61,534+7.2% | Added |
| LPL Financial LLC | 875,351 | $10.5M | 0.01% | −27,055−3.0% | Reduced |
| Bank of America Corp | 644,778 | $7.72M | 0.00% | +22,660+3.6% | Added |
| UBS Group AG | 627,724 | $7.51M | 0.00% | +37,154+6.3% | Added |
| Advisor Group Holdings, Inc. | 537,388 | $6.43M | 0.01% | +79,386+17.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 497,483 | $5.95M | 0.01% | +19,536+4.1% | Added |
| Royal Bank of Canada | 437,196 | $5.23M | 0.00% | −23,487−5.1% | Reduced |
| Raymond James & Associates | 392,096 | $4.69M | 0.00% | +41,333+11.8% | Added |
| Commonwealth Equity Services, LLC | 355,287 | $4.25M | 0.01% | −17,727−4.8% | Reduced |
| Franklin Resources Inc | 330,845 | $3.96M | 0.00% | +4,587+1.4% | Added |
| Sit Investment Associates Inc | 323,464 | $3.87M | 0.11% | −38,883−10.7% | Reduced |
| Envestnet Asset Management Inc | 268,133 | $3.21M | 0.00% | +19,746+7.9% | Added |
| Mariner, LLC | 267,353 | $3.20M | 0.01% | −22,391−7.7% | Reduced |
| Truist Financial Corp | 267,279 | $3.20M | 0.01% | +22,321+9.1% | Added |
| Ameriprise Financial Inc | 239,783 | $3.00M | 0.00% | −20,173−7.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 249,971 | $2.99M | 0.01% | +7,636+3.2% | Added |
| Wells Fargo & Company | 248,294 | $2.97M | 0.00% | −20,703−7.7% | Reduced |
| Naples Global Advisors, LLC | 240,413 | $2.88M | 0.35% | −15,270−6.0% | Reduced |
| Karpus Management, Inc. | 214,970 | $2.57M | 0.09% | −6,400−2.9% | Reduced |
| MML Investors Services, LLC | 202,298 | $2.42M | 0.01% | +2,128+1.1% | Added |
| Beacon Pointe Advisors, LLC | 195,627 | $2.34M | 0.03% | +24,740+14.5% | Added |
| Ieq Capital, LLC | 193,530 | $2.32M | 0.05% | +5,636+3.0% | Added |
| Shaker Financial Services, LLC | 146,515 | $1.75M | 0.82% | +51,182+53.7% | Added |
| Mutual Advisors, LLC | 121,881 | $1.46M | 0.06% | −5,512−4.3% | Reduced |
| Cohen & Steers, Inc. | 114,431 | $1.37M | 0.00% | +48,239+72.9% | Added |
| Advisors Asset Management, Inc. | 98,358 | $1.18M | 0.03% | −77,425−44.0% | Reduced |
| Landscape Capital Management, L.L.C. | 82,704 | $990.0K | 0.13% | −119,765−59.2% | Reduced |
| RMB Capital Management, LLC | 79,167 | $947.6K | 0.03% | +131+0.2% | Added |
| Wedbush Securities Inc | 76,774 | $919.0K | 0.05% | −1,664−2.1% | Reduced |
| Cresset Asset Management, LLC | 73,130 | $875.4K | 0.01% | +1,628+2.3% | Added |
| Oppenheimer & Co Inc | 71,040 | $850.3K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 65,199 | $780.0K | 0.00% | +1,170+1.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 65,160 | $780.0K | 0.06% | +2,663+4.3% | Added |
| ICA Group Wealth Management, LLC | 63,883 | $767.9K | 0.22% | −1,840−2.8% | Reduced |
| Kestra Advisory Services, LLC | 59,707 | $714.7K | 0.01% | −6,215−9.4% | Reduced |
| Stifel Financial Corp | 57,805 | $691.9K | 0.00% | −7,882−12.0% | Reduced |
| Elequin Capital LP | 57,701 | $690.7K | 0.13% | +52,518+1,013.3% | Added |
| Wolverine Asset Management LLC | 56,701 | $678.7K | 0.01% | −156,226−73.4% | Reduced |
| Cetera Advisor Networks LLC | 55,773 | $667.6K | 0.00% | +7,095+14.6% | Added |
| National Asset Management, Inc. | 53,746 | $644.9K | 0.02% | +192+0.4% | Added |
| Wealth Alliance Advisory Group, LLC | 47,502 | $568.6K | 0.17% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 47,153 | $564.4K | 0.00% | +2,790+6.3% | Added |
| Wealth Effects LLC | 46,403 | $555.4K | 0.27% | +130.0% | Added |
| Outlook Wealth Advisors, LLC | 44,945 | $538.0K | 0.21% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 44,744 | $535.6K | 0.00% | +44,744 | New |
| Private Advisor Group, LLC | 44,554 | $533.3K | 0.00% | −298−0.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 43,421 | $531.5K | 0.49% | −18,314−29.7% | Reduced |
| Focus Financial Network, Inc. | 41,709 | $499.3K | 0.03% | +185+0.4% | Added |
| Mercer Global Advisors Inc | 40,842 | $489.0K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 40,730 | $487.5K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 40,586 | $485.8K | 0.05% | −1,318−3.1% | Reduced |
| Meridian Wealth Management, LLC | 35,539 | $425.4K | 0.03% | +8,471+31.3% | Added |
| GPS Wealth Strategies Group, LLC | 34,617 | $414.4K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 34,518 | $413.2K | 0.02% | +78+0.2% | Added |
| Keeley-Teton Advisors, LLC | 34,015 | $407.2K | 0.06% | +731+2.2% | Added |
| IFG Advisory, LLC | 33,785 | $404.4K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 32,767 | $392.2K | 0.00% | +5,449+19.9% | Added |
| Triumph Capital Management | 32,728 | $391.8K | 0.18% | +92+0.3% | Added |
| Stableford Capital II LLC | 35,053 | $389.4K | 0.18% | −1,000−2.8% | Reduced |
| HighTower Advisors, LLC | 32,385 | $387.0K | 0.00% | −2,319−6.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 32,163 | $385.0K | 0.05% | −26,369−45.1% | Reduced |
| Creative Planning | 30,944 | $370.4K | 0.00% | −146−0.5% | Reduced |
| Avory & Company, LLC | 30,308 | $362.8K | 0.31% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 29,721 | $355.8K | 0.29% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,522 | $353.4K | 0.00% | −779−2.6% | Reduced |
| Gladstone Institutional Advisory LLC | 29,334 | $351.1K | 0.02% | +15,854+117.6% | Added |
| Steel Peak Wealth Management LLC | 28,987 | $347.0K | 0.02% | −2,523−8.0% | Reduced |
| Arete Wealth Advisors, LLC | 27,541 | $329.7K | 0.06% | −4,044−12.8% | Reduced |
| Prospera Financial Services Inc | 26,029 | $311.6K | 0.01% | +574+2.3% | Added |
| Flputnam Investment Management Co | 25,775 | $308.5K | 0.01% | +25,775 | New |
| Essex Financial Services, Inc. | 25,578 | $306.2K | 0.04% | +462+1.8% | Added |
| Avantax Advisory Services, Inc. | 23,960 | $286.8K | 0.00% | −1,154−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 23,407 | $280.2K | 0.00% | −1,866−7.4% | Reduced |
| NBC Securities, Inc. | 22,400 | $268.0K | 0.03% | +22,400 | New |
| Wiley Bros.-Aintree Capital, LLC | 22,219 | $266.0K | 0.12% | −1,200−5.1% | Reduced |
| J.W. Cole Advisors, Inc. | 22,185 | $265.6K | 0.02% | −2,008−8.3% | Reduced |
| Wesbanco Bank Inc | 21,470 | $257.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 21,361 | $255.7K | 0.00% | +5,635+35.8% | Added |
| Colony Group LLC | 20,757 | $248.0K | 0.00% | −610−2.9% | Reduced |
| Jacobi Capital Management LLC | 20,355 | $243.6K | 0.03% | +276+1.4% | Added |
| D.A. Davidson & Co. | 20,340 | $243.5K | 0.00% | +76+0.4% | Added |
| Centaurus Financial, Inc. | 19,303 | $231.0K | 0.02% | −517−2.6% | Reduced |
| Diversified, LLC | 18,028 | $215.8K | 0.06% | −1,450−7.4% | Reduced |
| SeaCrest Wealth Management, LLC | 17,980 | $215.2K | 0.03% | −70−0.4% | Reduced |
| Silverlake Wealth Management LLC | 17,242 | $206.4K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,180 | $205.6K | 0.00% | −500−2.8% | Reduced |
| CIBC Private Wealth Group, LLC | 17,162 | $205.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,100 | $204.7K | 0.00% | +125+0.7% | Added |
| Abbrea Capital, LLC | 16,875 | $202.0K | 0.03% | −1,200−6.6% | Reduced |
| Atria Wealth Solutions, Inc. | 16,769 | $200.7K | 0.00% | −59,660−78.1% | Reduced |
| Hilltop Holdings Inc. | 16,004 | $191.6K | 0.02% | −1,715−9.7% | Reduced |
| Cetera Advisors LLC | 15,287 | $183.0K | 0.00% | +930+6.5% | Added |
| Summit Investment Advisory Services, LLC | 14,859 | $177.9K | 0.13% | +328+2.3% | Added |
| Buckingham Strategic Partners | 14,506 | $173.6K | 0.01% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 14,401 | $172.4K | 0.04% | +14,401 | New |
| Cornerstone Wealth Management, LLC | 14,187 | $169.8K | 0.02% | +119+0.8% | Added |
| Focused Wealth Management, Inc | 13,481 | $161.4K | 0.03% | +139+1.0% | Added |