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 |
|---|---|---|---|---|---|
| American Institute for Advanced Investment Management, LLP | 43,421 | $531.5K | 0.49% | −18,314−29.7% | Reduced |
| Private Advisor Group, LLC | 44,554 | $533.3K | 0.00% | −298−0.7% | Reduced |
| Susquehanna International Group, LLP | 44,744 | $535.6K | 0.00% | +44,744 | New |
| Outlook Wealth Advisors, LLC | 44,945 | $538.0K | 0.21% | 00.0% | Unchanged |
| Wealth Effects LLC | 46,403 | $555.4K | 0.27% | +130.0% | Added |
| Rockefeller Capital Management L.P. | 47,153 | $564.4K | 0.00% | +2,790+6.3% | Added |
| Wealth Alliance Advisory Group, LLC | 47,502 | $568.6K | 0.17% | 00.0% | Unchanged |
| National Asset Management, Inc. | 53,746 | $644.9K | 0.02% | +192+0.4% | Added |
| Cetera Advisor Networks LLC | 55,773 | $667.6K | 0.00% | +7,095+14.6% | Added |
| Wolverine Asset Management LLC | 56,701 | $678.7K | 0.01% | −156,226−73.4% | Reduced |
| Elequin Capital LP | 57,701 | $690.7K | 0.13% | +52,518+1,013.3% | Added |
| Stifel Financial Corp | 57,805 | $691.9K | 0.00% | −7,882−12.0% | Reduced |
| Kestra Advisory Services, LLC | 59,707 | $714.7K | 0.01% | −6,215−9.4% | Reduced |
| ICA Group Wealth Management, LLC | 63,883 | $767.9K | 0.22% | −1,840−2.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 65,160 | $780.0K | 0.06% | +2,663+4.3% | Added |
| Janney Montgomery Scott LLC | 65,199 | $780.0K | 0.00% | +1,170+1.8% | Added |
| Oppenheimer & Co Inc | 71,040 | $850.3K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 73,130 | $875.4K | 0.01% | +1,628+2.3% | Added |
| Wedbush Securities Inc | 76,774 | $919.0K | 0.05% | −1,664−2.1% | Reduced |
| RMB Capital Management, LLC | 79,167 | $947.6K | 0.03% | +131+0.2% | Added |
| Landscape Capital Management, L.L.C. | 82,704 | $990.0K | 0.13% | −119,765−59.2% | Reduced |
| Advisors Asset Management, Inc. | 98,358 | $1.18M | 0.03% | −77,425−44.0% | Reduced |
| Cohen & Steers, Inc. | 114,431 | $1.37M | 0.00% | +48,239+72.9% | Added |
| Mutual Advisors, LLC | 121,881 | $1.46M | 0.06% | −5,512−4.3% | Reduced |
| Shaker Financial Services, LLC | 146,515 | $1.75M | 0.82% | +51,182+53.7% | Added |
| Ieq Capital, LLC | 193,530 | $2.32M | 0.05% | +5,636+3.0% | Added |
| Beacon Pointe Advisors, LLC | 195,627 | $2.34M | 0.03% | +24,740+14.5% | Added |
| MML Investors Services, LLC | 202,298 | $2.42M | 0.01% | +2,128+1.1% | Added |
| Karpus Management, Inc. | 214,970 | $2.57M | 0.09% | −6,400−2.9% | Reduced |
| Naples Global Advisors, LLC | 240,413 | $2.88M | 0.35% | −15,270−6.0% | Reduced |
| Wells Fargo & Company | 248,294 | $2.97M | 0.00% | −20,703−7.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 249,971 | $2.99M | 0.01% | +7,636+3.2% | Added |
| Ameriprise Financial Inc | 239,783 | $3.00M | 0.00% | −20,173−7.8% | Reduced |
| Truist Financial Corp | 267,279 | $3.20M | 0.01% | +22,321+9.1% | Added |
| Mariner, LLC | 267,353 | $3.20M | 0.01% | −22,391−7.7% | Reduced |
| Envestnet Asset Management Inc | 268,133 | $3.21M | 0.00% | +19,746+7.9% | Added |
| Sit Investment Associates Inc | 323,464 | $3.87M | 0.11% | −38,883−10.7% | Reduced |
| Franklin Resources Inc | 330,845 | $3.96M | 0.00% | +4,587+1.4% | Added |
| Commonwealth Equity Services, LLC | 355,287 | $4.25M | 0.01% | −17,727−4.8% | Reduced |
| Raymond James & Associates | 392,096 | $4.69M | 0.00% | +41,333+11.8% | Added |
| Royal Bank of Canada | 437,196 | $5.23M | 0.00% | −23,487−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 497,483 | $5.95M | 0.01% | +19,536+4.1% | Added |
| Advisor Group Holdings, Inc. | 537,388 | $6.43M | 0.01% | +79,386+17.3% | Added |
| UBS Group AG | 627,724 | $7.51M | 0.00% | +37,154+6.3% | Added |
| Bank of America Corp | 644,778 | $7.72M | 0.00% | +22,660+3.6% | Added |
| LPL Financial LLC | 875,351 | $10.5M | 0.01% | −27,055−3.0% | Reduced |
| Guggenheim Capital LLC | 912,758 | $10.9M | 0.09% | +61,534+7.2% | Added |
| Cornerstone Advisors, LLC | 948,217 | $11.4M | 0.53% | +567,824+149.3% | Added |
| Invesco Ltd. | 1,064,498 | $12.7M | 0.00% | +160,091+17.7% | Added |
| Morgan Stanley | 1,666,122 | $19.9M | 0.00% | −85,796−4.9% | Reduced |
| Paragon Financial Partners, Inc. | 0 | $0 | 0.00% | −453,730−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −202,926−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −71,788−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −20,484−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −13,595−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,229−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |