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, Q2 2024
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Jun 30, 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
- 157
- +6 vs. Q1 2024
- Shares held
- 19.0M
- +585.5K (+3.2%) vs. Q1 2024
- Total value
- $259.0M
- +$21.5M (+9.0%) vs. Q1 2024
- New holders
- 17
- 46 more added
- Sold out
- 11
- 51 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 2,064,948 | $28.2M | 1.15% | 00.0% | Unchanged |
| Morgan Stanley | 1,765,817 | $24.1M | 0.00% | +76,838+4.5% | Added |
| LPL Financial LLC | 1,651,792 | $22.6M | 0.01% | +70,465+4.5% | Added |
| Invesco Ltd. | 1,309,481 | $17.9M | 0.00% | +233,507+21.7% | Added |
| Guggenheim Capital LLC | 1,085,519 | $14.8M | 0.11% | +113,275+11.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 736,696 | $10.1M | 0.01% | +44,810+6.5% | Added |
| Bank of America Corp | 644,884 | $8.82M | 0.00% | −16,513−2.5% | Reduced |
| UBS Group AG | 564,795 | $7.72M | 0.00% | −14,729−2.5% | Reduced |
| Principal Securities, Inc. | 516,387 | $7.06M | 0.19% | +26,080+5.3% | Added |
| Balanced Wealth Group LLC | 500,530 | $6.48M | 2.95% | +11,265+2.3% | Added |
| Royal Bank of Canada | 373,552 | $5.11M | 0.00% | −9,063−2.4% | Reduced |
| Shaker Financial Services, LLC | 369,575 | $5.05M | 2.04% | +10,789+3.0% | Added |
| Raymond James & Associates | 334,992 | $4.58M | 0.00% | −48,931−12.7% | Reduced |
| Wells Fargo & Company | 310,973 | $4.25M | 0.00% | +13,042+4.4% | Added |
| Commonwealth Equity Services, LLC | 306,437 | $4.19M | 0.01% | +583+0.2% | Added |
| Advisor Group Holdings, Inc. | 297,181 | $4.06M | 0.01% | −123,039−29.3% | Reduced |
| Franklin Resources Inc | 296,995 | $4.06M | 0.00% | −18,466−5.9% | Reduced |
| Envestnet Asset Management Inc | 290,183 | $3.97M | 0.00% | +26,171+9.9% | Added |
| MML Investors Services, LLC | 281,749 | $3.85M | 0.02% | −2,907−1.0% | Reduced |
| Truist Financial Corp | 281,274 | $3.85M | 0.01% | +30,591+12.2% | Added |
| Karpus Management, Inc. | 269,576 | $3.69M | 0.10% | −2,604−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 256,001 | $3.50M | 0.01% | −2,988−1.2% | Reduced |
| Ameriprise Financial Inc | 226,455 | $3.10M | 0.00% | +3,647+1.6% | Added |
| Naples Global Advisors, LLC | 217,138 | $2.97M | 0.30% | −4,875−2.2% | Reduced |
| Cohen & Steers, Inc. | 209,931 | $2.87M | 0.01% | +27,000+14.8% | Added |
| Landscape Capital Management, L.L.C. | 190,838 | $2.61M | 0.22% | −79,753−29.5% | Reduced |
| Beacon Pointe Advisors, LLC | 186,671 | $2.55M | 0.03% | +130.0% | Added |
| Mariner, LLC | 164,909 | $2.25M | 0.00% | −43,078−20.7% | Reduced |
| Investment Planning Advisors, Inc. | 153,081 | $2.09M | 1.07% | +153,081 | New |
| Ieq Capital, LLC | 138,106 | $1.89M | 0.03% | +1,054+0.8% | Added |
| Mutual Advisors, LLC | 120,610 | $1.61M | 0.05% | −773−0.6% | Reduced |
| Outlook Wealth Advisors, LLC | 111,664 | $1.53M | 0.74% | +69,016+161.8% | Added |
| Wedbush Securities Inc | 106,480 | $1.46M | 0.05% | −48,963−31.5% | Reduced |
| Cetera Investment Advisers | 100,543 | $1.37M | 0.00% | −990−1.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 98,312 | $1.34M | 0.08% | +18,300+22.9% | Added |
| Advisors Asset Management, Inc. | 93,025 | $1.27M | 0.02% | +20,167+27.7% | Added |
| Cresset Asset Management, LLC | 78,487 | $1.07M | 0.00% | +1,977+2.6% | Added |
| National Asset Management, Inc. | 71,935 | $985.1K | 0.03% | +18,189+33.8% | Added |
| Oppenheimer & Co Inc | 69,611 | $951.6K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 69,180 | $946.0K | 0.00% | +4,258+6.6% | Added |
| Kestra Advisory Services, LLC | 66,751 | $912.5K | 0.01% | −794−1.2% | Reduced |
| RMB Capital Management, LLC | 66,678 | $911.5K | 0.02% | +146+0.2% | Added |
| Private Advisor Group, LLC | 59,078 | $807.6K | 0.01% | +787+1.4% | Added |
| Focus Financial Network, Inc. | 50,495 | $690.8K | 0.03% | +1,501+3.1% | Added |
| Stifel Financial Corp | 50,530 | $690.8K | 0.00% | −460−0.9% | Reduced |
| HighTower Advisors, LLC | 49,747 | $682.0K | 0.00% | −6,410−11.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 47,046 | $643.1K | 0.14% | −225−0.5% | Reduced |
| Creative Planning | 45,456 | $621.4K | 0.00% | −986−2.1% | Reduced |
| International Assets Investment Management, LLC | 44,314 | $605.8K | 0.06% | +9,450+27.1% | Added |
| Rockefeller Capital Management L.P. | 43,312 | $592.1K | 0.00% | +142+0.3% | Added |
| Steel Peak Wealth Management LLC | 42,972 | $587.4K | 0.03% | −163−0.4% | Reduced |
| Wealth Effects LLC | 42,941 | $587.0K | 0.21% | −85−0.2% | Reduced |
| Meridian Wealth Management, LLC | 41,369 | $565.5K | 0.07% | +41,369 | New |
| GWM Advisors LLC | 41,263 | $564.1K | 0.00% | +13,349+47.8% | Added |
| HBK Sorce Advisory LLC | 40,330 | $551.3K | 0.02% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 37,799 | $516.7K | 0.18% | +37,799 | New |
| Triumph Capital Management | 36,090 | $493.4K | 0.19% | −202−0.6% | Reduced |
| Stableford Capital II LLC | 35,153 | $480.9K | 0.19% | +100+0.3% | Added |
| Dynamic Advisor Solutions LLC | 34,565 | $472.5K | 0.01% | +434+1.3% | Added |
| GPS Wealth Strategies Group, LLC | 33,845 | $462.7K | 0.07% | 00.0% | Unchanged |
| IFG Advisory, LLC | 33,785 | $461.8K | 0.03% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 32,815 | $448.6K | 0.06% | 00.0% | Unchanged |
| Avory & Company, LLC | 30,308 | $414.3K | 0.29% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 30,276 | $413.9K | 0.01% | +2,001+7.1% | Added |
| Mercer Global Advisors Inc | 30,276 | $413.9K | 0.00% | −9,556−24.0% | Reduced |
| Arkadios Wealth Advisors | 28,458 | $389.0K | 0.03% | −10,814−27.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 27,530 | $376.3K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 27,458 | $375.3K | 0.02% | −245−0.9% | Reduced |
| Essex Financial Services, Inc. | 27,244 | $352.4K | 0.03% | +670+2.5% | Added |
| Two Sigma Investments, LP | 24,623 | $336.6K | 0.00% | +24,623 | New |
| NBC Securities, Inc. | 24,575 | $335.0K | 0.03% | +26+0.1% | Added |
| American Institute for Advanced Investment Management, LLP | 23,769 | $324.9K | 0.25% | −626−2.6% | Reduced |
| Flputnam Investment Management Co | 23,575 | $322.3K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 22,912 | $313.0K | 0.00% | −1,841−7.4% | Reduced |
| D.A. Davidson & Co. | 22,060 | $301.6K | 0.00% | +57+0.3% | Added |
| CIBC Private Wealth Group, LLC | 21,858 | $300.1K | 0.00% | +3,150+16.8% | Added |
| Wolverine Asset Management LLC | 21,316 | $291.4K | 0.01% | −70,137−76.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,750 | $283.7K | 0.01% | −1,469−6.6% | Reduced |
| Stratos Wealth Advisors, LLC | 19,622 | $268.2K | 0.01% | +42+0.2% | Added |
| Sanctuary Advisors, LLC | 20,300 | $255.8K | 0.00% | +20,300 | New |
| Baird Financial Group, Inc. | 18,489 | $252.8K | 0.00% | −100−0.5% | Reduced |
| CI Private Wealth, LLC | 17,475 | $238.9K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $235.7K | 0.10% | 00.0% | Unchanged |
| Diversified, LLC | 17,130 | $234.2K | 0.03% | −1,038−5.7% | Reduced |
| Robinson Capital Management, LLC | 17,189 | $231.4K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,420 | $224.5K | 0.00% | +2,748+20.1% | Added |
| BCR Wealth Strategies, LLC | 16,035 | $219.0K | 0.14% | +16,035 | New |
| Turtle Creek Wealth Advisors, LLC | 15,854 | $216.7K | 0.05% | −1,085−6.4% | Reduced |
| Main Street Group, LTD | 15,439 | $210.9K | 0.09% | +24+0.2% | Added |
| Centaurus Financial, Inc. | 15,094 | $206.0K | 0.01% | −94−0.6% | Reduced |
| Nomura Holdings Inc | 15,000 | $205.1K | 0.00% | +15,000 | New |
| Abbrea Capital, LLC | 15,000 | $205.0K | 0.03% | −1,875−11.1% | Reduced |
| AlphaStar Capital Management, LLC | 14,314 | $195.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 13,929 | $190.4K | 0.01% | −443−3.1% | Reduced |
| Focused Wealth Management, Inc | 13,862 | $189.5K | 0.03% | −235−1.7% | Reduced |
| We Are One Seven, LLC | 13,690 | $187.1K | 0.01% | +13,690 | New |
| Jacobi Capital Management LLC | 13,342 | $182.4K | 0.02% | +102+0.8% | Added |
| Burford Brothers, Inc. | 13,200 | $180.4K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,163 | $179.9K | 0.00% | +13,163 | New |
| Merit Financial Group, LLC | 12,781 | $174.7K | 0.00% | 00.0% | Unchanged |