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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 13,802 | $170.2K | 0.00% | +1,318+10.6% | Added |
| Worth Asset Management, LLC | 13,758 | $169.6K | 0.12% | −15,963−53.7% | Reduced |
| Focused Wealth Management, Inc | 13,747 | $169.5K | 0.03% | +266+2.0% | Added |
| AE Wealth Management LLC | 13,474 | $168.2K | 0.00% | +1,650+14.0% | Added |
| Burford Brothers, Inc. | 13,200 | $162.8K | 0.12% | +13,200 | New |
| Cetera Advisors LLC | 13,194 | $162.7K | 0.00% | −2,093−13.7% | Reduced |
| Jacobi Capital Management LLC | 13,097 | $161.5K | 0.02% | −7,258−35.7% | Reduced |
| Semus Wealth Partners LLC | 12,983 | $160.1K | 0.13% | +66+0.5% | Added |
| Hilltop Holdings Inc. | 12,814 | $158.0K | 0.02% | −3,190−19.9% | Reduced |
| Principle Wealth Partners LLC | 12,800 | $157.8K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,781 | $157.6K | 0.00% | +592+4.9% | Added |
| Kingsview Wealth Management, LLC | 12,655 | $156.0K | 0.00% | −81−0.6% | Reduced |
| National Wealth Management Group, LLC | 12,624 | $155.7K | 0.15% | −700−5.3% | Reduced |
| Birchcreek Wealth Management, LLC | 12,593 | $155.3K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,507 | $154.0K | 0.01% | +12,507 | New |
| Empower Advisory Group, LLC | 12,466 | $153.7K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 11,470 | $141.4K | 0.01% | −10,000−46.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 11,456 | $141.3K | 0.29% | +11,456 | New |
| Allworth Financial LP | 11,343 | $139.9K | 0.00% | +10,500+1,245.6% | Added |
| Comerica Bank | 11,236 | $138.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $138.3K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,118 | $137.1K | 0.01% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 10,395 | $128.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,294 | $102.3K | 0.00% | +1,598+23.9% | Added |
| Private Trust Co NA | 7,523 | $92.8K | 0.01% | +14+0.2% | Added |
| Montag A & Associates Inc | 6,900 | $85.1K | 0.00% | +1,000+16.9% | Added |
| Retirement Group, LLC | 4,508 | $55.6K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,000 | $49.3K | 0.02% | +4,000 | New |
| US Bancorp | 3,954 | $48.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $43.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,479 | $42.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,308 | $40.8K | 0.00% | +3,308 | New |
| Tyler-Stone Wealth Management | 3,055 | $37.7K | 0.02% | −265−8.0% | Reduced |
| Harbour Investments, Inc. | 2,671 | $32.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,242 | $27.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,025 | $25.0K | 0.00% | −98−4.6% | Reduced |
| Northwest Financial Advisors | 1,700 | $21.0K | 0.02% | +1,700 | New |
| Geneos Wealth Management Inc. | 1,500 | $18.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $16.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $15.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Main Street Group, LTD | 980 | $12.1K | 0.00% | +980 | New |
| CoreFirst Bank & Trust | 937 | $11.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 875 | $10.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $9.00K | 0.00% | −294−29.6% | Reduced |
| Sound Income Strategies, LLC | 675 | $8.32K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 636 | $7.84K | 0.00% | −260−29.0% | Reduced |
| FinTrust Capital Advisors, LLC | 617 | $7.61K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $6.45K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 451 | $5.56K | 0.00% | +451 | New |
| Laurel Wealth Advisors LLC | 400 | $4.93K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.11K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 225 | $2.77K | 0.00% | +225 | New |
| SRS Capital Advisors, Inc. | 66 | $814 | 0.00% | +66 | New |
| DecisionPoint Financial, LLC | 8 | $99 | 0.00% | +8 | New |
| Tower Research Capital LLC (TRC) | 5 | $62 | 0.00% | +5 | New |
| FMR LLC | 3 | $37 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $12 | 0.00% | – | – |
| 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 |