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 |
|---|---|---|---|---|---|
| Keeley-Teton Advisors, LLC | 32,815 | $404.6K | 0.05% | −1,200−3.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 33,470 | $412.7K | 0.08% | −1,147−3.3% | Reduced |
| IFG Advisory, LLC | 33,785 | $416.6K | 0.03% | 00.0% | Unchanged |
| Stableford Capital II LLC | 35,053 | $435.4K | 0.19% | 00.0% | Unchanged |
| Triumph Capital Management | 35,340 | $435.7K | 0.18% | +2,612+8.0% | Added |
| Meridian Wealth Management, LLC | 35,942 | $443.2K | 0.03% | +403+1.1% | Added |
| HighTower Advisors, LLC | 36,985 | $454.0K | 0.00% | +4,600+14.2% | Added |
| Private Advisor Group, LLC | 39,444 | $486.3K | 0.00% | −5,110−11.5% | Reduced |
| Arkadios Wealth Advisors | 39,448 | $486.4K | 0.04% | −1,138−2.8% | Reduced |
| Steel Peak Wealth Management LLC | 39,593 | $488.2K | 0.03% | +10,606+36.6% | Added |
| HBK Sorce Advisory LLC | 40,730 | $502.2K | 0.02% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 42,301 | $521.6K | 0.18% | −2,644−5.9% | Reduced |
| Rockefeller Capital Management L.P. | 43,167 | $532.3K | 0.00% | −3,986−8.5% | Reduced |
| Focus Financial Network Inc | 43,640 | $538.1K | 0.02% | +43,640 | New |
| Mercer Global Advisors Inc | 43,927 | $542.0K | 0.00% | +3,085+7.6% | Added |
| Wealth Effects LLC | 44,012 | $542.7K | 0.20% | −2,391−5.2% | Reduced |
| Creative Planning | 45,829 | $565.1K | 0.00% | +14,885+48.1% | Added |
| Wealth Alliance Advisory Group, LLC | 47,502 | $585.7K | 0.15% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 48,595 | $599.2K | 0.00% | −7,178−12.9% | Reduced |
| Stifel Financial Corp | 50,827 | $626.7K | 0.00% | −6,978−12.1% | Reduced |
| Janney Montgomery Scott LLC | 62,442 | $770.0K | 0.00% | −2,757−4.2% | Reduced |
| National Asset Management, Inc. | 62,346 | $770.2K | 0.02% | +8,600+16.0% | Added |
| Wedbush Securities Inc | 62,688 | $773.0K | 0.03% | −14,086−18.3% | Reduced |
| Kestra Advisory Services, LLC | 66,326 | $817.8K | 0.01% | +6,619+11.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 67,830 | $836.3K | 0.06% | +2,670+4.1% | Added |
| Oppenheimer & Co Inc | 71,027 | $875.8K | 0.02% | −130.0% | Reduced |
| RMB Capital Management, LLC | 72,871 | $898.5K | 0.03% | −6,296−8.0% | Reduced |
| Cresset Asset Management, LLC | 74,844 | $922.8K | 0.01% | +1,714+2.3% | Added |
| Cohen & Steers, Inc. | 114,431 | $1.41M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 116,637 | $1.44M | 0.03% | +18,279+18.6% | Added |
| Mutual Advisors, LLC | 119,835 | $1.48M | 0.05% | −2,046−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 183,915 | $2.27M | 0.03% | −11,712−6.0% | Reduced |
| Ieq Capital, LLC | 200,681 | $2.47M | 0.04% | +7,151+3.7% | Added |
| Landscape Capital Management, L.L.C. | 203,886 | $2.51M | 0.22% | +121,182+146.5% | Added |
| MML Investors Services, LLC | 217,707 | $2.68M | 0.01% | +15,409+7.6% | Added |
| Sit Investment Associates Inc | 220,915 | $2.72M | 0.07% | −102,549−31.7% | Reduced |
| Naples Global Advisors, LLC | 226,363 | $2.79M | 0.31% | −14,050−5.8% | Reduced |
| Ameriprise Financial Inc | 227,566 | $2.81M | 0.00% | −12,217−5.1% | Reduced |
| Mariner, LLC | 241,796 | $2.98M | 0.01% | −25,557−9.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 253,297 | $3.12M | 0.01% | +3,326+1.3% | Added |
| Truist Financial Corp | 270,457 | $3.33M | 0.01% | +3,178+1.2% | Added |
| Karpus Management, Inc. | 273,432 | $3.37M | 0.10% | +58,462+27.2% | Added |
| Envestnet Asset Management Inc | 278,752 | $3.44M | 0.00% | +10,619+4.0% | Added |
| Shaker Financial Services, LLC | 281,978 | $3.48M | 1.43% | +135,463+92.5% | Added |
| Wells Fargo & Company | 282,255 | $3.48M | 0.00% | +33,961+13.7% | Added |
| Franklin Resources Inc | 313,032 | $3.86M | 0.00% | −17,813−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 327,599 | $4.04M | 0.01% | −27,688−7.8% | Reduced |
| Raymond James & Associates | 378,918 | $4.67M | 0.00% | −13,178−3.4% | Reduced |
| Royal Bank of Canada | 410,334 | $5.06M | 0.00% | −26,862−6.1% | Reduced |
| Advisor Group Holdings, Inc. | 420,760 | $5.19M | 0.01% | −116,628−21.7% | Reduced |
| Balanced Wealth Group LLC | 424,045 | $5.23M | 2.72% | +424,045 | New |
| Principal Securities, Inc. | 442,901 | $5.46M | 0.20% | +442,901 | New |
| UBS Group AG | 611,563 | $7.54M | 0.00% | −16,161−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 668,605 | $8.24M | 0.01% | +171,122+34.4% | Added |
| Bank of America Corp | 675,610 | $8.33M | 0.00% | +30,832+4.8% | Added |
| Guggenheim Capital LLC | 974,713 | $12.0M | 0.09% | +61,955+6.8% | Added |
| Invesco Ltd. | 1,205,540 | $14.9M | 0.00% | +141,042+13.2% | Added |
| LPL Financial LLC | 1,514,518 | $18.7M | 0.01% | +639,167+73.0% | Added |
| Cornerstone Advisors, LLC | 1,627,245 | $20.1M | 0.88% | +679,028+71.6% | Added |
| Morgan Stanley | 1,706,999 | $21.0M | 0.00% | +40,877+2.5% | Added |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −14,506−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −14,401−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −10,311−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |