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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $14 | 0.00% | – | – |
| DecisionPoint Financial, LLC | 8 | $110 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 32 | $438 | 0.00% | +32 | New |
| Abich Financial Wealth Management LLC | 198 | $2.71K | 0.00% | +198 | New |
| Signature Resources Capital Management, LLC | 225 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.55K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $5.47K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $6.83K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $6.83K | 0.00% | +500 | New |
| Spire Wealth Management | 517 | $7.07K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 636 | $8.69K | 0.00% | −250−28.2% | Reduced |
| CWM, LLC | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 750 | $10.3K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,023 | $14.0K | 0.01% | −277−21.3% | Reduced |
| Farther Finance Advisors, LLC | 1,063 | $14.4K | 0.00% | +1,063 | New |
| SOA Wealth Advisors, LLC. | 1,250 | $17.1K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,188 | $29.9K | 0.00% | −320−12.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,159 | $30.0K | 0.00% | −5−0.2% | Reduced |
| US Bancorp | 2,205 | $30.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,351 | $32.1K | 0.00% | +2,351 | New |
| Barrett & Company, Inc. | 2,500 | $34.2K | 0.02% | +1,500+150.0% | Added |
| Tyler-Stone Wealth Management | 2,555 | $34.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,671 | $36.5K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $41.0K | 0.01% | +2,000+200.0% | Added |
| Princeton Global Asset Management LLC | 3,479 | $47.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $48.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,809 | $79.4K | 0.02% | +3,567+159.1% | Added |
| Montag A & Associates Inc | 6,900 | $94.3K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7,506 | $102.0K | 0.03% | +7,506 | New |
| Private Trust Co NA | 7,545 | $103.1K | 0.01% | +9+0.1% | Added |
| Olistico Wealth, LLC | 8,400 | $114.8K | 0.07% | +8,400 | New |
| Parallel Advisors, LLC | 8,445 | $115.4K | 0.00% | +93+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 9,088 | $124.2K | 0.00% | −2,012−18.1% | Reduced |
| Westend Capital Management, LLC | 9,496 | $128.5K | 0.05% | −1,527−13.9% | Reduced |
| Ameritas Advisory Services, LLC | 10,080 | $137.8K | 0.01% | 00.0% | Unchanged |
| Capital CS Group, LLC | 10,246 | $140.1K | 0.16% | +127+1.3% | Added |
| ICA Group Wealth Management, LLC | 10,270 | $140.4K | 0.08% | −8,067−44.0% | Reduced |
| Clark Capital Management Group, Inc. | 10,395 | $142.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,410 | $142.3K | 0.00% | −25,867−71.3% | Reduced |
| Wealthcare Advisory Partners LLC | 11,140 | $152.3K | 0.00% | +15+0.1% | Added |
| Pinnacle Associates Ltd | 11,219 | $153.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,236 | $153.6K | 0.00% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 11,244 | $153.7K | 0.12% | −1,114−9.0% | Reduced |
| Wesbanco Bank Inc | 11,470 | $156.8K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,882 | $162.4K | 0.01% | −5,397−31.2% | Reduced |
| National Wealth Management Group, LLC | 12,024 | $164.4K | 0.13% | −600−4.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 12,151 | $166.1K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,388 | $169.3K | 0.00% | −267−2.1% | Reduced |
| Empower Advisory Group, LLC | 12,466 | $170.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,502 | $170.9K | 0.00% | −5,506−30.6% | Reduced |
| Integrated Wealth Concepts LLC | 12,514 | $171.1K | 0.00% | −936−7.0% | Reduced |
| Balyasny Asset Management LLC | 12,590 | $171.6K | 0.00% | +12,590 | New |
| Birchcreek Wealth Management, LLC | 12,593 | $172.1K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,680 | $173.3K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,781 | $174.7K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,163 | $179.9K | 0.00% | +13,163 | New |
| Burford Brothers, Inc. | 13,200 | $180.4K | 0.10% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,342 | $182.4K | 0.02% | +102+0.8% | Added |
| We Are One Seven, LLC | 13,690 | $187.1K | 0.01% | +13,690 | New |
| Focused Wealth Management, Inc | 13,862 | $189.5K | 0.03% | −235−1.7% | Reduced |
| Cornerstone Wealth Management, LLC | 13,929 | $190.4K | 0.01% | −443−3.1% | Reduced |
| AlphaStar Capital Management, LLC | 14,314 | $195.7K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 15,000 | $205.0K | 0.03% | −1,875−11.1% | Reduced |
| Nomura Holdings Inc | 15,000 | $205.1K | 0.00% | +15,000 | New |
| Centaurus Financial, Inc. | 15,094 | $206.0K | 0.01% | −94−0.6% | Reduced |
| Main Street Group, LTD | 15,439 | $210.9K | 0.09% | +24+0.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 15,854 | $216.7K | 0.05% | −1,085−6.4% | Reduced |
| BCR Wealth Strategies, LLC | 16,035 | $219.0K | 0.14% | +16,035 | New |
| Steward Partners Investment Advisory, LLC | 16,420 | $224.5K | 0.00% | +2,748+20.1% | Added |
| Robinson Capital Management, LLC | 17,189 | $231.4K | 0.08% | 00.0% | Unchanged |
| Diversified, LLC | 17,130 | $234.2K | 0.03% | −1,038−5.7% | Reduced |
| Silverlake Wealth Management LLC | 17,242 | $235.7K | 0.10% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,475 | $238.9K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,489 | $252.8K | 0.00% | −100−0.5% | Reduced |
| Sanctuary Advisors, LLC | 20,300 | $255.8K | 0.00% | +20,300 | New |
| Stratos Wealth Advisors, LLC | 19,622 | $268.2K | 0.01% | +42+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,750 | $283.7K | 0.01% | −1,469−6.6% | Reduced |
| Wolverine Asset Management LLC | 21,316 | $291.4K | 0.01% | −70,137−76.7% | Reduced |
| CIBC Private Wealth Group, LLC | 21,858 | $300.1K | 0.00% | +3,150+16.8% | Added |
| D.A. Davidson & Co. | 22,060 | $301.6K | 0.00% | +57+0.3% | Added |
| Colony Group, LLC | 22,912 | $313.0K | 0.00% | −1,841−7.4% | Reduced |
| Flputnam Investment Management Co | 23,575 | $322.3K | 0.01% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 23,769 | $324.9K | 0.25% | −626−2.6% | Reduced |
| NBC Securities, Inc. | 24,575 | $335.0K | 0.03% | +26+0.1% | Added |
| Two Sigma Investments, LP | 24,623 | $336.6K | 0.00% | +24,623 | New |
| Essex Financial Services, Inc. | 27,244 | $352.4K | 0.03% | +670+2.5% | Added |
| Gladstone Institutional Advisory LLC | 27,458 | $375.3K | 0.02% | −245−0.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 27,530 | $376.3K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 28,458 | $389.0K | 0.03% | −10,814−27.5% | Reduced |
| Mercer Global Advisors Inc | 30,276 | $413.9K | 0.00% | −9,556−24.0% | Reduced |
| Prospera Financial Services Inc | 30,276 | $413.9K | 0.01% | +2,001+7.1% | Added |
| Avory & Company, LLC | 30,308 | $414.3K | 0.29% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 32,815 | $448.6K | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 33,785 | $461.8K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33,845 | $462.7K | 0.07% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 34,565 | $472.5K | 0.01% | +434+1.3% | Added |
| Stableford Capital II LLC | 35,153 | $480.9K | 0.19% | +100+0.3% | Added |