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.
| 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, 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $12 | 0.00% | – | – |
| FMR LLC | 3 | $37 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $62 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 8 | $99 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 66 | $814 | 0.00% | +66 | New |
| Signature Resources Capital Management, LLC | 225 | $2.77K | 0.00% | +225 | New |
| Bellevue Asset Management, LLC | 333 | $4.11K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $4.93K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 451 | $5.56K | 0.00% | +451 | New |
| Spire Wealth Management | 517 | $6.45K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.61K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 636 | $7.84K | 0.00% | −260−29.0% | Reduced |
| Sound Income Strategies, LLC | 675 | $8.32K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $9.00K | 0.00% | −294−29.6% | Reduced |
| Brown Brothers Harriman & Co | 875 | $10.8K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $11.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 980 | $12.1K | 0.00% | +980 | New |
| Barrett & Company, Inc. | 1,000 | $12.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $12.3K | 0.00% | +1,000 | New |
| SOA Wealth Advisors, LLC. | 1,250 | $15.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $16.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,500 | $18.5K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1,700 | $21.0K | 0.02% | +1,700 | New |
| Benjamin F. Edwards & Company, Inc. | 2,025 | $25.0K | 0.00% | −98−4.6% | Reduced |
| Carolinas Wealth Consulting LLC | 2,242 | $27.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,671 | $32.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,055 | $37.7K | 0.02% | −265−8.0% | Reduced |
| Advisory Services Network, LLC | 3,308 | $40.8K | 0.00% | +3,308 | New |
| Princeton Global Asset Management LLC | 3,479 | $42.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $43.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,954 | $48.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,000 | $49.3K | 0.02% | +4,000 | New |
| Retirement Group, LLC | 4,508 | $55.6K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,900 | $85.1K | 0.00% | +1,000+16.9% | Added |
| Private Trust Co NA | 7,523 | $92.8K | 0.01% | +14+0.2% | Added |
| Parallel Advisors, LLC | 8,294 | $102.3K | 0.00% | +1,598+23.9% | Added |
| Clark Capital Management Group, Inc. | 10,395 | $128.2K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $137.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $138.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,236 | $138.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11,343 | $139.9K | 0.00% | +10,500+1,245.6% | Added |
| CTC Alternative Strategies, Ltd. | 11,456 | $141.3K | 0.29% | +11,456 | New |
| Wesbanco Bank Inc | 11,470 | $141.4K | 0.01% | −10,000−46.6% | Reduced |
| Empower Advisory Group, LLC | 12,466 | $153.7K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,507 | $154.0K | 0.01% | +12,507 | New |
| Birchcreek Wealth Management, LLC | 12,593 | $155.3K | 0.09% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 12,624 | $155.7K | 0.15% | −700−5.3% | Reduced |
| Kingsview Wealth Management, LLC | 12,655 | $156.0K | 0.00% | −81−0.6% | Reduced |
| Merit Financial Group, LLC | 12,781 | $157.6K | 0.00% | +592+4.9% | Added |
| Principle Wealth Partners LLC | 12,800 | $157.8K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 12,814 | $158.0K | 0.02% | −3,190−19.9% | Reduced |
| Semus Wealth Partners LLC | 12,983 | $160.1K | 0.13% | +66+0.5% | Added |
| Jacobi Capital Management LLC | 13,097 | $161.5K | 0.02% | −7,258−35.7% | Reduced |
| Cetera Advisors LLC | 13,194 | $162.7K | 0.00% | −2,093−13.7% | Reduced |
| Burford Brothers, Inc. | 13,200 | $162.8K | 0.12% | +13,200 | New |
| AE Wealth Management LLC | 13,474 | $168.2K | 0.00% | +1,650+14.0% | Added |
| Focused Wealth Management, Inc | 13,747 | $169.5K | 0.03% | +266+2.0% | Added |
| Worth Asset Management, LLC | 13,758 | $169.6K | 0.12% | −15,963−53.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,802 | $170.2K | 0.00% | +1,318+10.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,035 | $173.1K | 0.00% | +750+5.6% | Added |
| Stratos Wealth Advisors, LLC | 14,041 | $173.1K | 0.01% | +14,041 | New |
| Integrated Wealth Concepts LLC | 14,065 | $173.4K | 0.00% | −7,296−34.2% | Reduced |
| Cornerstone Wealth Management, LLC | 14,288 | $176.2K | 0.02% | +101+0.7% | Added |
| Centaurus Financial, Inc. | 14,940 | $184.0K | 0.01% | −4,363−22.6% | Reduced |
| Summit Investment Advisory Services, LLC | 15,215 | $187.6K | 0.12% | +356+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 15,876 | $195.7K | 0.00% | −7,531−32.2% | Reduced |
| Abbrea Capital, LLC | 16,875 | $208.0K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,162 | $211.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,180 | $211.8K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $212.6K | 0.12% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,600 | $217.0K | 0.00% | +500+2.9% | Added |
| SeaCrest Wealth Management, LLC | 17,880 | $218.7K | 0.03% | −100−0.6% | Reduced |
| Diversified, LLC | 18,089 | $223.0K | 0.05% | +61+0.3% | Added |
| Arete Wealth Advisors, LLC | 18,199 | $224.4K | 0.02% | −9,342−33.9% | Reduced |
| Baird Financial Group, Inc. | 18,589 | $229.2K | 0.00% | +18,589 | New |
| Avantax Advisory Services, Inc. | 18,860 | $232.5K | 0.00% | −5,100−21.3% | Reduced |
| Cerity Partners LLC | 18,999 | $234.0K | 0.00% | +18,999 | New |
| Colony Group, LLC | 19,625 | $242.0K | 0.00% | +19,625 | New |
| Turtle Creek Wealth Advisors, LLC | 21,021 | $259.2K | 0.08% | +21,021 | New |
| J.W. Cole Advisors, Inc. | 21,520 | $265.3K | 0.02% | −665−3.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,219 | $274.0K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 22,424 | $276.5K | 0.00% | +2,084+10.2% | Added |
| Elequin Capital LP | 24,191 | $298.3K | 0.09% | −33,510−58.1% | Reduced |
| NBC Securities, Inc. | 24,525 | $302.0K | 0.03% | +2,125+9.5% | Added |
| Wolverine Asset Management LLC | 25,015 | $308.4K | 0.00% | −31,686−55.9% | Reduced |
| Flputnam Investment Management Co | 25,775 | $317.8K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 25,894 | $319.3K | 0.00% | +9,125+54.4% | Added |
| Essex Financial Services, Inc. | 26,080 | $321.6K | 0.03% | +502+2.0% | Added |
| GWM Advisors LLC | 26,214 | $324.0K | 0.00% | −6,553−20.0% | Reduced |
| Prospera Financial Services Inc | 26,652 | $328.6K | 0.01% | +623+2.4% | Added |
| ICA Group Wealth Management, LLC | 26,733 | $329.6K | 0.07% | −37,150−58.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 27,350 | $337.2K | 0.30% | −16,071−37.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 27,530 | $339.4K | 0.04% | −4,633−14.4% | Reduced |
| Gladstone Institutional Advisory LLC | 28,875 | $356.0K | 0.02% | −459−1.6% | Reduced |
| Cetera Investment Advisers | 30,028 | $370.2K | 0.00% | +506+1.7% | Added |
| Avory & Company, LLC | 30,308 | $373.7K | 0.26% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 32,201 | $393.8K | 0.01% | −2,317−6.7% | Reduced |
| Susquehanna International Group, LLP | 31,998 | $394.5K | 0.00% | −12,746−28.5% | Reduced |
| International Assets Investment Management, LLC | 32,564 | $401.5K | 0.05% | +32,564 | New |