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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, Q4 2023

Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Dec 31, 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
160
+13 vs. Q3 2023
Shares held
18.0M
+2.64M (+17.2%) vs. Q3 2023
Total value
$222.0M
+$37.9M (+20.6%) vs. Q3 2023
New holders
22
47 more added
Sold out
9
52 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 160 institutions
Q1 2021: 142 institutionsQ2 2021: 143 institutionsQ3 2021: 136 institutionsQ4 2021: 154 institutionsQ1 2022: 159 institutionsQ2 2022: 154 institutionsQ3 2022: 146 institutionsQ4 2022: 153 institutionsQ1 2023: 147 institutionsQ2 2023: 149 institutionsQ3 2023: 150 institutionsQ4 2023: 160 institutionsQ1 2024: 152 institutionsQ2 2024: 157 institutionsQ3 2024: 166 institutionsQ4 2024: 178 institutionsQ1 2025: 178 institutionsQ2 2025: 186 institutionsQ3 2025: 185 institutionsQ4 2025: 184 institutionsQ1 2026: 182 institutionsQ2 2026: 193 institutions
Value heldQ4 2023: $222.0M
Q1 2021: $189.3MQ2 2021: $208.3MQ3 2021: $214.0MQ4 2021: $248.2MQ1 2022: $239.4MQ2 2022: $203.8MQ3 2022: $180.4MQ4 2022: $167.6MQ1 2023: $172.2MQ2 2023: $199.6MQ3 2023: $184.8MQ4 2023: $222.0MQ1 2024: $237.8MQ2 2024: $259.0MQ3 2024: $259.9MQ4 2024: $292.6MQ1 2025: $264.9MQ2 2025: $284.5MQ3 2025: $305.3MQ4 2025: $314.5MQ1 2026: $301.6MQ2 2026: $332.8M
Institutions holding ETV and their total value by quarter
QuarterHoldersValue
Q2 2026193$332.8M
Q1 2026182$301.6M
Q4 2025184$314.5M
Q3 2025185$305.3M
Q2 2025186$284.5M
Q1 2025178$264.9M
Q4 2024178$292.6M
Q3 2024166$259.9M
Q2 2024157$259.0M
Q1 2024152$237.8M
Q4 2023160$222.0M
Q3 2023150$184.8M
Q2 2023149$199.6M
Q1 2023147$172.2M
Q4 2022153$167.6M
Q3 2022146$180.4M
Q2 2022154$203.8M
Q1 2022159$239.4M
Q4 2021154$248.2M
Q3 2021136$214.0M
Q2 2021143$208.3M
Q1 2021142$189.3M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q3 2023.

Institutions holding ETV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,706,999$21.0M0.00%+40,877+2.5%Added
Cornerstone Advisors, LLC1,627,245$20.1M0.88%+679,028+71.6%Added
LPL Financial LLC1,514,518$18.7M0.01%+639,167+73.0%Added
Invesco Ltd.1,205,540$14.9M0.00%+141,042+13.2%Added
Guggenheim Capital LLC974,713$12.0M0.09%+61,955+6.8%Added
Bank of America Corp675,610$8.33M0.00%+30,832+4.8%Added
Raymond James Financial Services Advisors, Inc.668,605$8.24M0.01%+171,122+34.4%Added
UBS Group AG611,563$7.54M0.00%−16,161−2.6%Reduced
Principal Securities, Inc.442,901$5.46M0.20%+442,901New
Balanced Wealth Group LLC424,045$5.23M2.72%+424,045New
Advisor Group Holdings, Inc.420,760$5.19M0.01%−116,628−21.7%Reduced
Royal Bank of Canada410,334$5.06M0.00%−26,862−6.1%Reduced
Raymond James & Associates378,918$4.67M0.00%−13,178−3.4%Reduced
Commonwealth Equity Services, LLC327,599$4.04M0.01%−27,688−7.8%Reduced
Franklin Resources Inc313,032$3.86M0.00%−17,813−5.4%Reduced
Wells Fargo & Company282,255$3.48M0.00%+33,961+13.7%Added
Shaker Financial Services, LLC281,978$3.48M1.43%+135,463+92.5%Added
Envestnet Asset Management Inc278,752$3.44M0.00%+10,619+4.0%Added
Karpus Management, Inc.273,432$3.37M0.10%+58,462+27.2%Added
Truist Financial Corp270,457$3.33M0.01%+3,178+1.2%Added
Cambridge Investment Research Advisors, Inc.253,297$3.12M0.01%+3,326+1.3%Added
Mariner, LLC241,796$2.98M0.01%−25,557−9.6%Reduced
Ameriprise Financial Inc227,566$2.81M0.00%−12,217−5.1%Reduced
Naples Global Advisors, LLC226,363$2.79M0.31%−14,050−5.8%Reduced
Sit Investment Associates Inc220,915$2.72M0.07%−102,549−31.7%Reduced
MML Investors Services, LLC217,707$2.68M0.01%+15,409+7.6%Added
Landscape Capital Management, L.L.C.203,886$2.51M0.22%+121,182+146.5%Added
Ieq Capital, LLC200,681$2.47M0.04%+7,151+3.7%Added
Beacon Pointe Advisors, LLC183,915$2.27M0.03%−11,712−6.0%Reduced
Mutual Advisors, LLC119,835$1.48M0.05%−2,046−1.7%Reduced
Advisors Asset Management, Inc.116,637$1.44M0.03%+18,279+18.6%Added
Cohen & Steers, Inc.114,431$1.41M0.00%00.0%Unchanged
Cresset Asset Management, LLC74,844$922.8K0.01%+1,714+2.3%Added
RMB Capital Management, LLC72,871$898.5K0.03%−6,296−8.0%Reduced
Oppenheimer & Co Inc71,027$875.8K0.02%−130.0%Reduced
Obermeyer Wood Investment Counsel, LLLP67,830$836.3K0.06%+2,670+4.1%Added
Kestra Advisory Services, LLC66,326$817.8K0.01%+6,619+11.1%Added
Wedbush Securities Inc62,688$773.0K0.03%−14,086−18.3%Reduced
National Asset Management, Inc.62,346$770.2K0.02%+8,600+16.0%Added
Janney Montgomery Scott LLC62,442$770.0K0.00%−2,757−4.2%Reduced
Stifel Financial Corp50,827$626.7K0.00%−6,978−12.1%Reduced
Cetera Advisor Networks LLC48,595$599.2K0.00%−7,178−12.9%Reduced
Wealth Alliance Advisory Group, LLC47,502$585.7K0.15%00.0%Unchanged
Creative Planning45,829$565.1K0.00%+14,885+48.1%Added
Wealth Effects LLC44,012$542.7K0.20%−2,391−5.2%Reduced
Mercer Global Advisors Inc43,927$542.0K0.00%+3,085+7.6%Added
Focus Financial Network Inc43,640$538.1K0.02%+43,640New
Rockefeller Capital Management L.P.43,167$532.3K0.00%−3,986−8.5%Reduced
Outlook Wealth Advisors, LLC42,301$521.6K0.18%−2,644−5.9%Reduced
HBK Sorce Advisory LLC40,730$502.2K0.02%00.0%Unchanged
Steel Peak Wealth Management LLC39,593$488.2K0.03%+10,606+36.6%Added
Arkadios Wealth Advisors39,448$486.4K0.04%−1,138−2.8%Reduced
Private Advisor Group, LLC39,444$486.3K0.00%−5,110−11.5%Reduced
HighTower Advisors, LLC36,985$454.0K0.00%+4,600+14.2%Added
Meridian Wealth Management, LLC35,942$443.2K0.03%+403+1.1%Added
Triumph Capital Management35,340$435.7K0.18%+2,612+8.0%Added
Stableford Capital II LLC35,053$435.4K0.19%00.0%Unchanged
IFG Advisory, LLC33,785$416.6K0.03%00.0%Unchanged
GPS Wealth Strategies Group, LLC33,470$412.7K0.08%−1,147−3.3%Reduced
Keeley-Teton Advisors, LLC32,815$404.6K0.05%−1,200−3.5%Reduced
International Assets Investment Management, LLC32,564$401.5K0.05%+32,564New
Susquehanna International Group, LLP31,998$394.5K0.00%−12,746−28.5%Reduced
Dynamic Advisor Solutions LLC32,201$393.8K0.01%−2,317−6.7%Reduced
Avory & Company, LLC30,308$373.7K0.26%00.0%Unchanged
Cetera Investment Advisers30,028$370.2K0.00%+506+1.7%Added
Gladstone Institutional Advisory LLC28,875$356.0K0.02%−459−1.6%Reduced
Texas Capital Bank Wealth Management Services Inc27,530$339.4K0.04%−4,633−14.4%Reduced
American Institute for Advanced Investment Management, LLP27,350$337.2K0.30%−16,071−37.0%Reduced
ICA Group Wealth Management, LLC26,733$329.6K0.07%−37,150−58.2%Reduced
Prospera Financial Services Inc26,652$328.6K0.01%+623+2.4%Added
GWM Advisors LLC26,214$324.0K0.00%−6,553−20.0%Reduced
Essex Financial Services, Inc.26,080$321.6K0.03%+502+2.0%Added
Atria Wealth Solutions, Inc.25,894$319.3K0.00%+9,125+54.4%Added
Flputnam Investment Management Co25,775$317.8K0.01%00.0%Unchanged
Wolverine Asset Management LLC25,015$308.4K0.00%−31,686−55.9%Reduced
NBC Securities, Inc.24,525$302.0K0.03%+2,125+9.5%Added
Elequin Capital LP24,191$298.3K0.09%−33,510−58.1%Reduced
D.A. Davidson & Co.22,424$276.5K0.00%+2,084+10.2%Added
Wiley Bros.-Aintree Capital, LLC22,219$274.0K0.07%00.0%Unchanged
J.W. Cole Advisors, Inc.21,520$265.3K0.02%−665−3.0%Reduced
Turtle Creek Wealth Advisors, LLC21,021$259.2K0.08%+21,021New
Colony Group, LLC19,625$242.0K0.00%+19,625New
Cerity Partners LLC18,999$234.0K0.00%+18,999New
Avantax Advisory Services, Inc.18,860$232.5K0.00%−5,100−21.3%Reduced
Baird Financial Group, Inc.18,589$229.2K0.00%+18,589New
Arete Wealth Advisors, LLC18,199$224.4K0.02%−9,342−33.9%Reduced
Diversified, LLC18,089$223.0K0.05%+61+0.3%Added
SeaCrest Wealth Management, LLC17,880$218.7K0.03%−100−0.6%Reduced
CI Private Wealth, LLC17,600$217.0K0.00%+500+2.9%Added
Silverlake Wealth Management LLC17,242$212.6K0.12%00.0%Unchanged
The PNC Financial Services Group, Inc.17,180$211.8K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC17,162$211.6K0.00%00.0%Unchanged
Abbrea Capital, LLC16,875$208.0K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co15,876$195.7K0.00%−7,531−32.2%Reduced
Summit Investment Advisory Services, LLC15,215$187.6K0.12%+356+2.4%Added
Centaurus Financial, Inc.14,940$184.0K0.01%−4,363−22.6%Reduced
Cornerstone Wealth Management, LLC14,288$176.2K0.02%+101+0.7%Added
Integrated Wealth Concepts LLC14,065$173.4K0.00%−7,296−34.2%Reduced
Stratos Wealth Advisors, LLC14,041$173.1K0.01%+14,041New
Wealth Enhancement Advisory Services, LLC14,035$173.1K0.00%+750+5.6%Added