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, Q1 2024
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Mar 31, 2024. 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
- 152
- −7 vs. Q4 2023
- Shares held
- 18.4M
- +449.2K (+2.5%) vs. Q4 2023
- Total value
- $237.8M
- +$16.3M (+7.4%) vs. Q4 2023
- New holders
- 14
- 55 more added
- Sold out
- 21
- 41 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 2,064,948 | $26.7M | 1.11% | +437,703+26.9% | Added |
| Morgan Stanley | 1,688,979 | $21.8M | 0.00% | −18,020−1.1% | Reduced |
| LPL Financial LLC | 1,581,327 | $20.4M | 0.01% | +66,809+4.4% | Added |
| Invesco Ltd. | 1,075,974 | $13.9M | 0.00% | −129,566−10.7% | Reduced |
| Guggenheim Capital LLC | 972,244 | $12.6M | 0.09% | −2,469−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 691,886 | $8.95M | 0.01% | +23,281+3.5% | Added |
| Bank of America Corp | 661,397 | $8.55M | 0.00% | −14,213−2.1% | Reduced |
| UBS Group AG | 579,524 | $7.49M | 0.00% | −32,039−5.2% | Reduced |
| Principal Securities, Inc. | 490,307 | $6.34M | 0.20% | +47,406+10.7% | Added |
| Balanced Wealth Group LLC | 489,265 | $6.09M | 2.71% | +65,220+15.4% | Added |
| Advisor Group Holdings, Inc. | 420,220 | $5.43M | 0.01% | −540−0.1% | Reduced |
| Raymond James & Associates | 383,923 | $4.96M | 0.00% | +5,005+1.3% | Added |
| Royal Bank of Canada | 382,615 | $4.95M | 0.00% | −27,719−6.8% | Reduced |
| Shaker Financial Services, LLC | 358,786 | $4.64M | 1.79% | +76,808+27.2% | Added |
| Franklin Resources Inc | 315,461 | $4.08M | 0.00% | +2,429+0.8% | Added |
| Commonwealth Equity Services, LLC | 305,854 | $3.96M | 0.01% | −21,745−6.6% | Reduced |
| Wells Fargo & Company | 297,931 | $3.85M | 0.00% | +15,676+5.6% | Added |
| MML Investors Services, LLC | 284,656 | $3.68M | 0.02% | +66,949+30.8% | Added |
| Karpus Management, Inc. | 272,180 | $3.52M | 0.10% | −1,252−0.5% | Reduced |
| Landscape Capital Management, L.L.C. | 270,591 | $3.50M | 0.31% | +66,705+32.7% | Added |
| Envestnet Asset Management Inc | 264,012 | $3.41M | 0.00% | −14,740−5.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 258,989 | $3.35M | 0.01% | +5,692+2.2% | Added |
| Truist Financial Corp | 250,683 | $3.24M | 0.00% | −19,774−7.3% | Reduced |
| Ameriprise Financial Inc | 222,808 | $2.89M | 0.00% | −4,758−2.1% | Reduced |
| Naples Global Advisors, LLC | 222,013 | $2.87M | 0.29% | −4,350−1.9% | Reduced |
| Mariner, LLC | 207,987 | $2.69M | 0.01% | −33,809−14.0% | Reduced |
| Beacon Pointe Advisors, LLC | 186,658 | $2.41M | 0.03% | +2,743+1.5% | Added |
| Cohen & Steers, Inc. | 182,931 | $2.37M | 0.00% | +68,500+59.9% | Added |
| Wedbush Securities Inc | 155,443 | $2.01M | 0.07% | +92,755+148.0% | Added |
| Ieq Capital, LLC | 137,052 | $1.77M | 0.03% | −63,629−31.7% | Reduced |
| Mutual Advisors, LLC | 121,383 | $1.57M | 0.05% | +1,548+1.3% | Added |
| Cetera Investment Advisers | 101,533 | $1.31M | 0.00% | +71,505+238.1% | Added |
| Wolverine Asset Management LLC | 91,453 | $1.18M | 0.02% | +66,438+265.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 80,012 | $1.03M | 0.06% | +12,182+18.0% | Added |
| Cresset Asset Management, LLC | 76,510 | $989.3K | 0.00% | +1,666+2.2% | Added |
| Advisors Asset Management, Inc. | 72,858 | $942.1K | 0.02% | −43,779−37.5% | Reduced |
| Oppenheimer & Co Inc | 69,611 | $900.1K | 0.01% | −1,416−2.0% | Reduced |
| Kestra Advisory Services, LLC | 67,545 | $873.4K | 0.01% | +1,219+1.8% | Added |
| RMB Capital Management, LLC | 66,532 | $860.3K | 0.02% | −6,339−8.7% | Reduced |
| Janney Montgomery Scott LLC | 64,922 | $839.0K | 0.00% | +2,480+4.0% | Added |
| Private Advisor Group, LLC | 58,291 | $753.7K | 0.01% | +18,847+47.8% | Added |
| HighTower Advisors, LLC | 56,157 | $728.0K | 0.00% | +19,172+51.8% | Added |
| Stifel Financial Corp | 50,990 | $659.3K | 0.00% | +163+0.3% | Added |
| National Asset Management, Inc. | 53,746 | $644.9K | 0.02% | −8,600−13.8% | Reduced |
| Focus Financial Network, Inc. | 48,994 | $620.3K | 0.03% | +48,994 | New |
| Wealth Alliance Advisory Group, LLC | 47,271 | $611.2K | 0.14% | −231−0.5% | Reduced |
| Creative Planning | 46,442 | $600.5K | 0.00% | +613+1.3% | Added |
| Rockefeller Capital Management L.P. | 43,170 | $558.2K | 0.00% | +30.0% | Added |
| Steel Peak Wealth Management LLC | 43,135 | $557.7K | 0.03% | +3,542+8.9% | Added |
| Wealth Effects LLC | 43,026 | $556.3K | 0.21% | −986−2.2% | Reduced |
| Outlook Wealth Advisors, LLC | 42,648 | $551.4K | 0.17% | +347+0.8% | Added |
| HBK Sorce Advisory LLC | 40,330 | $521.5K | 0.02% | −400−1.0% | Reduced |
| Mercer Global Advisors Inc | 39,832 | $515.0K | 0.00% | −4,095−9.3% | Reduced |
| Arkadios Wealth Advisors | 39,272 | $507.8K | 0.04% | −176−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 36,277 | $469.1K | 0.01% | +10,383+40.1% | Added |
| Triumph Capital Management | 36,292 | $468.5K | 0.19% | +952+2.7% | Added |
| Stableford Capital II LLC | 35,053 | $453.2K | 0.18% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 34,864 | $450.1K | 0.05% | +2,300+7.1% | Added |
| Dynamic Advisor Solutions LLC | 34,131 | $441.3K | 0.01% | +1,930+6.0% | Added |
| GPS Wealth Strategies Group, LLC | 33,845 | $437.6K | 0.07% | +375+1.1% | Added |
| IFG Advisory, LLC | 33,785 | $436.8K | 0.03% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 32,815 | $424.3K | 0.05% | 00.0% | Unchanged |
| Avory & Company, LLC | 30,308 | $391.9K | 0.27% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 28,275 | $365.7K | 0.01% | +1,623+6.1% | Added |
| GWM Advisors LLC | 27,914 | $360.9K | 0.00% | +1,700+6.5% | Added |
| Gladstone Institutional Advisory LLC | 27,703 | $358.2K | 0.02% | −1,172−4.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 27,530 | $356.0K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 26,574 | $343.6K | 0.03% | +494+1.9% | Added |
| Colony Group, LLC | 24,753 | $320.0K | 0.00% | +5,128+26.1% | Added |
| NBC Securities, Inc. | 24,549 | $317.0K | 0.03% | +24+0.1% | Added |
| American Institute for Advanced Investment Management, LLP | 24,395 | $315.4K | 0.25% | −2,955−10.8% | Reduced |
| Flputnam Investment Management Co | 23,575 | $304.8K | 0.01% | −2,200−8.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,219 | $287.3K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,135 | $286.2K | 0.00% | +22,135 | New |
| D.A. Davidson & Co. | 22,003 | $284.5K | 0.00% | −421−1.9% | Reduced |
| Stratos Wealth Advisors, LLC | 19,580 | $253.2K | 0.02% | +5,539+39.4% | Added |
| Imprint Wealth LLC | 19,425 | $250.8K | 0.06% | +19,425 | New |
| CIBC Private Wealth Group, LLC | 18,708 | $241.5K | 0.00% | +1,546+9.0% | Added |
| Baird Financial Group, Inc. | 18,589 | $240.4K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 18,337 | $237.1K | 0.05% | −8,396−31.4% | Reduced |
| Diversified, LLC | 18,168 | $234.9K | 0.03% | +79+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,008 | $232.8K | 0.00% | +3,973+28.3% | Added |
| CI Private Wealth, LLC | 17,475 | $226.0K | 0.00% | −125−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 17,279 | $223.4K | 0.01% | −4,241−19.7% | Reduced |
| Silverlake Wealth Management LLC | 17,242 | $222.9K | 0.11% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 16,939 | $219.0K | 0.05% | −4,082−19.4% | Reduced |
| Robinson Capital Management, LLC | 17,189 | $218.6K | 0.08% | +17,189 | New |
| Abbrea Capital, LLC | 16,875 | $218.0K | 0.03% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 15,555 | $201.1K | 0.12% | +340+2.2% | Added |
| Main Street Group, LTD | 15,415 | $199.3K | 0.09% | +14,435+1,473.0% | Added |
| Centaurus Financial, Inc. | 15,188 | $196.0K | 0.01% | +248+1.7% | Added |
| Cornerstone Wealth Management, LLC | 14,372 | $185.8K | 0.02% | +84+0.6% | Added |
| AlphaStar Capital Management, LLC | 14,314 | $185.1K | 0.02% | +14,314 | New |
| Focused Wealth Management, Inc | 14,097 | $182.3K | 0.03% | +350+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 13,672 | $176.8K | 0.00% | −130−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 13,450 | $173.9K | 0.00% | −615−4.4% | Reduced |
| Jacobi Capital Management LLC | 13,240 | $171.2K | 0.02% | +143+1.1% | Added |
| Burford Brothers, Inc. | 13,200 | $170.7K | 0.11% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,800 | $165.5K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,781 | $164.5K | 0.00% | 00.0% | Unchanged |