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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 40,330 | $521.5K | 0.02% | −400−1.0% | Reduced |
| Outlook Wealth Advisors, LLC | 42,648 | $551.4K | 0.17% | +347+0.8% | Added |
| Wealth Effects LLC | 43,026 | $556.3K | 0.21% | −986−2.2% | Reduced |
| Steel Peak Wealth Management LLC | 43,135 | $557.7K | 0.03% | +3,542+8.9% | Added |
| Rockefeller Capital Management L.P. | 43,170 | $558.2K | 0.00% | +30.0% | Added |
| Creative Planning | 46,442 | $600.5K | 0.00% | +613+1.3% | Added |
| Wealth Alliance Advisory Group, LLC | 47,271 | $611.2K | 0.14% | −231−0.5% | Reduced |
| Focus Financial Network, Inc. | 48,994 | $620.3K | 0.03% | +48,994 | New |
| National Asset Management, Inc. | 53,746 | $644.9K | 0.02% | −8,600−13.8% | Reduced |
| Stifel Financial Corp | 50,990 | $659.3K | 0.00% | +163+0.3% | Added |
| HighTower Advisors, LLC | 56,157 | $728.0K | 0.00% | +19,172+51.8% | Added |
| Private Advisor Group, LLC | 58,291 | $753.7K | 0.01% | +18,847+47.8% | Added |
| Janney Montgomery Scott LLC | 64,922 | $839.0K | 0.00% | +2,480+4.0% | Added |
| RMB Capital Management, LLC | 66,532 | $860.3K | 0.02% | −6,339−8.7% | Reduced |
| Kestra Advisory Services, LLC | 67,545 | $873.4K | 0.01% | +1,219+1.8% | Added |
| Oppenheimer & Co Inc | 69,611 | $900.1K | 0.01% | −1,416−2.0% | Reduced |
| Advisors Asset Management, Inc. | 72,858 | $942.1K | 0.02% | −43,779−37.5% | Reduced |
| Cresset Asset Management, LLC | 76,510 | $989.3K | 0.00% | +1,666+2.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 80,012 | $1.03M | 0.06% | +12,182+18.0% | Added |
| Wolverine Asset Management LLC | 91,453 | $1.18M | 0.02% | +66,438+265.6% | Added |
| Cetera Investment Advisers | 101,533 | $1.31M | 0.00% | +71,505+238.1% | Added |
| Mutual Advisors, LLC | 121,383 | $1.57M | 0.05% | +1,548+1.3% | Added |
| Ieq Capital, LLC | 137,052 | $1.77M | 0.03% | −63,629−31.7% | Reduced |
| Wedbush Securities Inc | 155,443 | $2.01M | 0.07% | +92,755+148.0% | Added |
| Cohen & Steers, Inc. | 182,931 | $2.37M | 0.00% | +68,500+59.9% | Added |
| Beacon Pointe Advisors, LLC | 186,658 | $2.41M | 0.03% | +2,743+1.5% | Added |
| Mariner, LLC | 207,987 | $2.69M | 0.01% | −33,809−14.0% | Reduced |
| Naples Global Advisors, LLC | 222,013 | $2.87M | 0.29% | −4,350−1.9% | Reduced |
| Ameriprise Financial Inc | 222,808 | $2.89M | 0.00% | −4,758−2.1% | Reduced |
| Truist Financial Corp | 250,683 | $3.24M | 0.00% | −19,774−7.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 258,989 | $3.35M | 0.01% | +5,692+2.2% | Added |
| Envestnet Asset Management Inc | 264,012 | $3.41M | 0.00% | −14,740−5.3% | Reduced |
| Landscape Capital Management, L.L.C. | 270,591 | $3.50M | 0.31% | +66,705+32.7% | Added |
| Karpus Management, Inc. | 272,180 | $3.52M | 0.10% | −1,252−0.5% | Reduced |
| MML Investors Services, LLC | 284,656 | $3.68M | 0.02% | +66,949+30.8% | Added |
| Wells Fargo & Company | 297,931 | $3.85M | 0.00% | +15,676+5.6% | Added |
| Commonwealth Equity Services, LLC | 305,854 | $3.96M | 0.01% | −21,745−6.6% | Reduced |
| Franklin Resources Inc | 315,461 | $4.08M | 0.00% | +2,429+0.8% | Added |
| Shaker Financial Services, LLC | 358,786 | $4.64M | 1.79% | +76,808+27.2% | Added |
| Royal Bank of Canada | 382,615 | $4.95M | 0.00% | −27,719−6.8% | Reduced |
| Raymond James & Associates | 383,923 | $4.96M | 0.00% | +5,005+1.3% | Added |
| Advisor Group Holdings, Inc. | 420,220 | $5.43M | 0.01% | −540−0.1% | Reduced |
| Balanced Wealth Group LLC | 489,265 | $6.09M | 2.71% | +65,220+15.4% | Added |
| Principal Securities, Inc. | 490,307 | $6.34M | 0.20% | +47,406+10.7% | Added |
| UBS Group AG | 579,524 | $7.49M | 0.00% | −32,039−5.2% | Reduced |
| Bank of America Corp | 661,397 | $8.55M | 0.00% | −14,213−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 691,886 | $8.95M | 0.01% | +23,281+3.5% | Added |
| Guggenheim Capital LLC | 972,244 | $12.6M | 0.09% | −2,469−0.3% | Reduced |
| Invesco Ltd. | 1,075,974 | $13.9M | 0.00% | −129,566−10.7% | Reduced |
| LPL Financial LLC | 1,581,327 | $20.4M | 0.01% | +66,809+4.4% | Added |
| Morgan Stanley | 1,688,979 | $21.8M | 0.00% | −18,020−1.1% | Reduced |
| Cornerstone Advisors, LLC | 2,064,948 | $26.7M | 1.11% | +437,703+26.9% | Added |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −220,915−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −48,595−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −35,942−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,998−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −24,191−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −18,999−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −18,860−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,199−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −17,880−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −13,758−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −13,474−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −13,194−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −12,814−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,507−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −11,456−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,308−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Focus Financial Network Inc | – | – | – | – | Not filed |