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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $12 | 0.00% | – | – |
| FMR LLC | 3 | $36 | 0.00% | +2+200.0% | Added |
| Global Retirement Partners, LLC | 6 | $73 | 0.00% | −21,872−100.0% | Reduced |
| Tompkins Financial Corp | 300 | $3.59K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $3.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 333 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $3.99K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $4.79K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $6.19K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.39K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $8.08K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $8.98K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $10.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 875 | $10.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 896 | $10.7K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $11.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $12.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 994 | $12.0K | 0.00% | +294+42.0% | Added |
| SOA Wealth Advisors, LLC. | 1,250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $16.3K | 0.01% | +1,361 | New |
| Geneos Wealth Management Inc. | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,123 | $25.0K | 0.00% | −1,066−33.4% | Reduced |
| Carolinas Wealth Consulting LLC | 2,242 | $25.3K | 0.01% | +2,242 | New |
| Harbour Investments, Inc. | 2,671 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,320 | $40.0K | 0.02% | −280−7.8% | Reduced |
| Princeton Global Asset Management LLC | 3,479 | $41.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $42.5K | 0.00% | +1,120+46.1% | Added |
| US Bancorp | 3,954 | $47.3K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,508 | $54.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,900 | $70.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,696 | $80.2K | 0.00% | +429+6.8% | Added |
| Cary Street Partner Investment Advisory LLC | 6,923 | $82.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7,509 | $89.9K | 0.01% | +13+0.2% | Added |
| Ameritas Advisory Services, LLC | 10,311 | $123.1K | 0.01% | +10,311 | New |
| Clark Capital Management Group, Inc. | 10,395 | $124.4K | 0.00% | +10,395 | New |
| Wealthcare Advisory Partners LLC | 11,118 | $133.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $134.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,236 | $134.5K | 0.00% | +11,236 | New |
| AE Wealth Management LLC | 11,824 | $141.5K | 0.00% | −2,911−19.8% | Reduced |
| Merit Financial Group, LLC | 12,189 | $145.9K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 12,466 | $149.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,484 | $149.4K | 0.00% | −1,451−10.4% | Reduced |
| Birchcreek Wealth Management, LLC | 12,593 | $150.7K | 0.10% | −2,741−17.9% | Reduced |
| Kingsview Wealth Management, LLC | 12,736 | $152.4K | 0.01% | +1,740+15.8% | Added |
| Principle Wealth Partners LLC | 12,800 | $153.2K | 0.02% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 12,917 | $154.6K | 0.14% | −790−5.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,285 | $159.0K | 0.00% | +13,285 | New |
| National Wealth Management Group, LLC | 13,324 | $159.5K | 0.17% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 13,481 | $161.4K | 0.03% | +139+1.0% | Added |
| Cornerstone Wealth Management, LLC | 14,187 | $169.8K | 0.02% | +119+0.8% | Added |
| Financial Advisors Network, Inc. | 14,401 | $172.4K | 0.04% | +14,401 | New |
| Buckingham Strategic Partners | 14,506 | $173.6K | 0.01% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 14,859 | $177.9K | 0.13% | +328+2.3% | Added |
| Cetera Advisors LLC | 15,287 | $183.0K | 0.00% | +930+6.5% | Added |
| Hilltop Holdings Inc. | 16,004 | $191.6K | 0.02% | −1,715−9.7% | Reduced |
| Atria Wealth Solutions, Inc. | 16,769 | $200.7K | 0.00% | −59,660−78.1% | Reduced |
| Abbrea Capital, LLC | 16,875 | $202.0K | 0.03% | −1,200−6.6% | Reduced |
| CI Private Wealth, LLC | 17,100 | $204.7K | 0.00% | +125+0.7% | Added |
| CIBC Private Wealth Group, LLC | 17,162 | $205.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,180 | $205.6K | 0.00% | −500−2.8% | Reduced |
| Silverlake Wealth Management LLC | 17,242 | $206.4K | 0.12% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 17,980 | $215.2K | 0.03% | −70−0.4% | Reduced |
| Diversified, LLC | 18,028 | $215.8K | 0.06% | −1,450−7.4% | Reduced |
| Centaurus Financial, Inc. | 19,303 | $231.0K | 0.02% | −517−2.6% | Reduced |
| D.A. Davidson & Co. | 20,340 | $243.5K | 0.00% | +76+0.4% | Added |
| Jacobi Capital Management LLC | 20,355 | $243.6K | 0.03% | +276+1.4% | Added |
| Colony Group LLC | 20,757 | $248.0K | 0.00% | −610−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 21,361 | $255.7K | 0.00% | +5,635+35.8% | Added |
| Wesbanco Bank Inc | 21,470 | $257.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 22,185 | $265.6K | 0.02% | −2,008−8.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,219 | $266.0K | 0.12% | −1,200−5.1% | Reduced |
| NBC Securities, Inc. | 22,400 | $268.0K | 0.03% | +22,400 | New |
| Northwestern Mutual Wealth Management Co | 23,407 | $280.2K | 0.00% | −1,866−7.4% | Reduced |
| Avantax Advisory Services, Inc. | 23,960 | $286.8K | 0.00% | −1,154−4.6% | Reduced |
| Essex Financial Services, Inc. | 25,578 | $306.2K | 0.04% | +462+1.8% | Added |
| Flputnam Investment Management Co | 25,775 | $308.5K | 0.01% | +25,775 | New |
| Prospera Financial Services Inc | 26,029 | $311.6K | 0.01% | +574+2.3% | Added |
| Arete Wealth Advisors, LLC | 27,541 | $329.7K | 0.06% | −4,044−12.8% | Reduced |
| Steel Peak Wealth Management LLC | 28,987 | $347.0K | 0.02% | −2,523−8.0% | Reduced |
| Gladstone Institutional Advisory LLC | 29,334 | $351.1K | 0.02% | +15,854+117.6% | Added |
| Cetera Investment Advisers | 29,522 | $353.4K | 0.00% | −779−2.6% | Reduced |
| Worth Asset Management, LLC | 29,721 | $355.8K | 0.29% | 00.0% | Unchanged |
| Avory & Company, LLC | 30,308 | $362.8K | 0.31% | 00.0% | Unchanged |
| Creative Planning | 30,944 | $370.4K | 0.00% | −146−0.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 32,163 | $385.0K | 0.05% | −26,369−45.1% | Reduced |
| HighTower Advisors, LLC | 32,385 | $387.0K | 0.00% | −2,319−6.7% | Reduced |
| Stableford Capital II LLC | 35,053 | $389.4K | 0.18% | −1,000−2.8% | Reduced |
| Triumph Capital Management | 32,728 | $391.8K | 0.18% | +92+0.3% | Added |
| GWM Advisors LLC | 32,767 | $392.2K | 0.00% | +5,449+19.9% | Added |
| IFG Advisory, LLC | 33,785 | $404.4K | 0.03% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 34,015 | $407.2K | 0.06% | +731+2.2% | Added |
| Dynamic Advisor Solutions LLC | 34,518 | $413.2K | 0.02% | +78+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 34,617 | $414.4K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 35,539 | $425.4K | 0.03% | +8,471+31.3% | Added |
| Arkadios Wealth Advisors | 40,586 | $485.8K | 0.05% | −1,318−3.1% | Reduced |
| HBK Sorce Advisory LLC | 40,730 | $487.5K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 40,842 | $489.0K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 41,709 | $499.3K | 0.03% | +185+0.4% | Added |