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 |
|---|---|---|---|---|---|
| National Wealth Management Group, LLC | 13,324 | $159.5K | 0.17% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,285 | $159.0K | 0.00% | +13,285 | New |
| Semus Wealth Partners LLC | 12,917 | $154.6K | 0.14% | −790−5.8% | Reduced |
| Principle Wealth Partners LLC | 12,800 | $153.2K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,736 | $152.4K | 0.01% | +1,740+15.8% | Added |
| Birchcreek Wealth Management, LLC | 12,593 | $150.7K | 0.10% | −2,741−17.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,484 | $149.4K | 0.00% | −1,451−10.4% | Reduced |
| Empower Advisory Group, LLC | 12,466 | $149.2K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,189 | $145.9K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,824 | $141.5K | 0.00% | −2,911−19.8% | Reduced |
| Comerica Bank | 11,236 | $134.5K | 0.00% | +11,236 | New |
| Pinnacle Associates Ltd | 11,219 | $134.3K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $133.1K | 0.01% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 10,395 | $124.4K | 0.00% | +10,395 | New |
| Ameritas Advisory Services, LLC | 10,311 | $123.1K | 0.01% | +10,311 | New |
| Private Trust Co NA | 7,509 | $89.9K | 0.01% | +13+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 6,923 | $82.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,696 | $80.2K | 0.00% | +429+6.8% | Added |
| Montag A & Associates Inc | 5,900 | $70.6K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,508 | $54.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 3,954 | $47.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $42.5K | 0.00% | +1,120+46.1% | Added |
| Princeton Global Asset Management LLC | 3,479 | $41.6K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,320 | $40.0K | 0.02% | −280−7.8% | Reduced |
| Harbour Investments, Inc. | 2,671 | $32.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,242 | $25.3K | 0.01% | +2,242 | New |
| Benjamin F. Edwards & Company, Inc. | 2,123 | $25.0K | 0.00% | −1,066−33.4% | Reduced |
| Geneos Wealth Management Inc. | 1,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $16.3K | 0.01% | +1,361 | New |
| SOA Wealth Advisors, LLC. | 1,250 | $15.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 994 | $12.0K | 0.00% | +294+42.0% | Added |
| 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 |
| CoreFirst Bank & Trust | 937 | $11.2K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 896 | $10.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 875 | $10.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 843 | $10.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $8.98K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $8.08K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.39K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $6.19K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $4.79K | 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 |
| Tompkins Financial Corp | 300 | $3.59K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 300 | $3.59K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $73 | 0.00% | −21,872−100.0% | Reduced |
| FMR LLC | 3 | $36 | 0.00% | +2+200.0% | Added |
| Huntington National Bank | – | $12 | 0.00% | – | – |
| 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 |