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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $13 | 0.00% | −2−66.7% | Reduced |
| Huntington National Bank | – | $13 | 0.00% | – | – |
| DecisionPoint Financial, LLC | 8 | $101 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 225 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.31K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $5.17K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 451 | $5.83K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $6.46K | 0.00% | −1,000−66.7% | Reduced |
| Spire Wealth Management | 517 | $6.69K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 617 | $7.98K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 675 | $8.73K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $9.70K | 0.01% | +750 | New |
| JPMorgan Chase & Co | 886 | $11.5K | 0.00% | +250+39.3% | Added |
| CoreFirst Bank & Trust | 937 | $12.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $12.9K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $12.9K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $12.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,000 | $12.9K | 0.00% | +1,000 | New |
| Benjamin Edwards Inc | 1,000 | $13.0K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,054 | $13.6K | 0.00% | +1,049+20,980.0% | Added |
| SOA Wealth Advisors, LLC. | 1,250 | $16.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,300 | $17.0K | 0.01% | +1,300 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $17.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,164 | $28.0K | 0.00% | +139+6.9% | Added |
| US Bancorp | 2,205 | $28.5K | 0.00% | −1,749−44.2% | Reduced |
| Carolinas Wealth Consulting LLC | 2,242 | $29.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,508 | $32.4K | 0.00% | +2,508 | New |
| Tyler-Stone Wealth Management | 2,555 | $33.0K | 0.01% | −500−16.4% | Reduced |
| Harbour Investments, Inc. | 2,671 | $34.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,479 | $45.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $45.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,900 | $89.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7,536 | $97.4K | 0.01% | +13+0.2% | Added |
| Parallel Advisors, LLC | 8,352 | $108.0K | 0.00% | +58+0.7% | Added |
| Ameritas Advisory Services, LLC | 10,080 | $129.9K | 0.01% | +10,080 | New |
| Capital CS Group, LLC | 10,119 | $130.8K | 0.13% | +10,119 | New |
| Clark Capital Management Group, Inc. | 10,395 | $134.4K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 11,023 | $142.5K | 0.06% | +11,023 | New |
| Northwestern Mutual Wealth Management Co | 11,100 | $143.5K | 0.00% | −4,776−30.1% | Reduced |
| Wealthcare Advisory Partners LLC | 11,125 | $143.8K | 0.00% | +7+0.1% | Added |
| Pinnacle Associates Ltd | 11,219 | $145.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,236 | $145.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11,343 | $146.7K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 11,470 | $148.3K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 12,151 | $157.1K | 0.00% | +12,151 | New |
| Semus Wealth Partners LLC | 12,358 | $159.8K | 0.13% | −625−4.8% | Reduced |
| Empower Advisory Group, LLC | 12,466 | $161.2K | 0.00% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 12,593 | $162.8K | 0.09% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 12,624 | $163.2K | 0.13% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,655 | $163.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,680 | $164.0K | 0.00% | −4,500−26.2% | Reduced |
| Merit Financial Group, LLC | 12,781 | $164.5K | 0.00% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,800 | $165.5K | 0.01% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 13,200 | $170.7K | 0.11% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,240 | $171.2K | 0.02% | +143+1.1% | Added |
| Integrated Wealth Concepts LLC | 13,450 | $173.9K | 0.00% | −615−4.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,672 | $176.8K | 0.00% | −130−0.9% | Reduced |
| Focused Wealth Management, Inc | 14,097 | $182.3K | 0.03% | +350+2.5% | Added |
| AlphaStar Capital Management, LLC | 14,314 | $185.1K | 0.02% | +14,314 | New |
| Cornerstone Wealth Management, LLC | 14,372 | $185.8K | 0.02% | +84+0.6% | Added |
| Centaurus Financial, Inc. | 15,188 | $196.0K | 0.01% | +248+1.7% | Added |
| Main Street Group, LTD | 15,415 | $199.3K | 0.09% | +14,435+1,473.0% | Added |
| Summit Investment Advisory Services, LLC | 15,555 | $201.1K | 0.12% | +340+2.2% | Added |
| Abbrea Capital, LLC | 16,875 | $218.0K | 0.03% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 17,189 | $218.6K | 0.08% | +17,189 | New |
| Turtle Creek Wealth Advisors, LLC | 16,939 | $219.0K | 0.05% | −4,082−19.4% | Reduced |
| Silverlake Wealth Management LLC | 17,242 | $222.9K | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 17,279 | $223.4K | 0.01% | −4,241−19.7% | Reduced |
| CI Private Wealth, LLC | 17,475 | $226.0K | 0.00% | −125−0.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,008 | $232.8K | 0.00% | +3,973+28.3% | Added |
| Diversified, LLC | 18,168 | $234.9K | 0.03% | +79+0.4% | Added |
| ICA Group Wealth Management, LLC | 18,337 | $237.1K | 0.05% | −8,396−31.4% | Reduced |
| Baird Financial Group, Inc. | 18,589 | $240.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 18,708 | $241.5K | 0.00% | +1,546+9.0% | Added |
| Imprint Wealth LLC | 19,425 | $250.8K | 0.06% | +19,425 | New |
| Stratos Wealth Advisors, LLC | 19,580 | $253.2K | 0.02% | +5,539+39.4% | Added |
| D.A. Davidson & Co. | 22,003 | $284.5K | 0.00% | −421−1.9% | Reduced |
| Jane Street Group, LLC | 22,135 | $286.2K | 0.00% | +22,135 | New |
| Wiley Bros.-Aintree Capital, LLC | 22,219 | $287.3K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 23,575 | $304.8K | 0.01% | −2,200−8.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 24,395 | $315.4K | 0.25% | −2,955−10.8% | Reduced |
| NBC Securities, Inc. | 24,549 | $317.0K | 0.03% | +24+0.1% | Added |
| Colony Group, LLC | 24,753 | $320.0K | 0.00% | +5,128+26.1% | Added |
| Essex Financial Services, Inc. | 26,574 | $343.6K | 0.03% | +494+1.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 27,530 | $356.0K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 27,703 | $358.2K | 0.02% | −1,172−4.1% | Reduced |
| GWM Advisors LLC | 27,914 | $360.9K | 0.00% | +1,700+6.5% | Added |
| Prospera Financial Services Inc | 28,275 | $365.7K | 0.01% | +1,623+6.1% | Added |
| Avory & Company, LLC | 30,308 | $391.9K | 0.27% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 32,815 | $424.3K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 33,785 | $436.8K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33,845 | $437.6K | 0.07% | +375+1.1% | Added |
| Dynamic Advisor Solutions LLC | 34,131 | $441.3K | 0.01% | +1,930+6.0% | Added |
| International Assets Investment Management, LLC | 34,864 | $450.1K | 0.05% | +2,300+7.1% | Added |
| Stableford Capital II LLC | 35,053 | $453.2K | 0.18% | 00.0% | Unchanged |
| Triumph Capital Management | 36,292 | $468.5K | 0.19% | +952+2.7% | Added |
| Atria Wealth Solutions, Inc. | 36,277 | $469.1K | 0.01% | +10,383+40.1% | Added |
| Arkadios Wealth Advisors | 39,272 | $507.8K | 0.04% | −176−0.4% | Reduced |
| Mercer Global Advisors Inc | 39,832 | $515.0K | 0.00% | −4,095−9.3% | Reduced |