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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 36,090 | $493.4K | 0.19% | −202−0.6% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 37,799 | $516.7K | 0.18% | +37,799 | New |
| HBK Sorce Advisory LLC | 40,330 | $551.3K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 41,263 | $564.1K | 0.00% | +13,349+47.8% | Added |
| Meridian Wealth Management, LLC | 41,369 | $565.5K | 0.07% | +41,369 | New |
| Wealth Effects LLC | 42,941 | $587.0K | 0.21% | −85−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 42,972 | $587.4K | 0.03% | −163−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 43,312 | $592.1K | 0.00% | +142+0.3% | Added |
| International Assets Investment Management, LLC | 44,314 | $605.8K | 0.06% | +9,450+27.1% | Added |
| Creative Planning | 45,456 | $621.4K | 0.00% | −986−2.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 47,046 | $643.1K | 0.14% | −225−0.5% | Reduced |
| HighTower Advisors, LLC | 49,747 | $682.0K | 0.00% | −6,410−11.4% | Reduced |
| Stifel Financial Corp | 50,530 | $690.8K | 0.00% | −460−0.9% | Reduced |
| Focus Financial Network, Inc. | 50,495 | $690.8K | 0.03% | +1,501+3.1% | Added |
| Private Advisor Group, LLC | 59,078 | $807.6K | 0.01% | +787+1.4% | Added |
| RMB Capital Management, LLC | 66,678 | $911.5K | 0.02% | +146+0.2% | Added |
| Kestra Advisory Services, LLC | 66,751 | $912.5K | 0.01% | −794−1.2% | Reduced |
| Janney Montgomery Scott LLC | 69,180 | $946.0K | 0.00% | +4,258+6.6% | Added |
| Oppenheimer & Co Inc | 69,611 | $951.6K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 71,935 | $985.1K | 0.03% | +18,189+33.8% | Added |
| Cresset Asset Management, LLC | 78,487 | $1.07M | 0.00% | +1,977+2.6% | Added |
| Advisors Asset Management, Inc. | 93,025 | $1.27M | 0.02% | +20,167+27.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 98,312 | $1.34M | 0.08% | +18,300+22.9% | Added |
| Cetera Investment Advisers | 100,543 | $1.37M | 0.00% | −990−1.0% | Reduced |
| Wedbush Securities Inc | 106,480 | $1.46M | 0.05% | −48,963−31.5% | Reduced |
| Outlook Wealth Advisors, LLC | 111,664 | $1.53M | 0.74% | +69,016+161.8% | Added |
| Mutual Advisors, LLC | 120,610 | $1.61M | 0.05% | −773−0.6% | Reduced |
| Ieq Capital, LLC | 138,106 | $1.89M | 0.03% | +1,054+0.8% | Added |
| Investment Planning Advisors, Inc. | 153,081 | $2.09M | 1.07% | +153,081 | New |
| Mariner, LLC | 164,909 | $2.25M | 0.00% | −43,078−20.7% | Reduced |
| Beacon Pointe Advisors, LLC | 186,671 | $2.55M | 0.03% | +130.0% | Added |
| Landscape Capital Management, L.L.C. | 190,838 | $2.61M | 0.22% | −79,753−29.5% | Reduced |
| Cohen & Steers, Inc. | 209,931 | $2.87M | 0.01% | +27,000+14.8% | Added |
| Naples Global Advisors, LLC | 217,138 | $2.97M | 0.30% | −4,875−2.2% | Reduced |
| Ameriprise Financial Inc | 226,455 | $3.10M | 0.00% | +3,647+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 256,001 | $3.50M | 0.01% | −2,988−1.2% | Reduced |
| Karpus Management, Inc. | 269,576 | $3.69M | 0.10% | −2,604−1.0% | Reduced |
| Truist Financial Corp | 281,274 | $3.85M | 0.01% | +30,591+12.2% | Added |
| MML Investors Services, LLC | 281,749 | $3.85M | 0.02% | −2,907−1.0% | Reduced |
| Envestnet Asset Management Inc | 290,183 | $3.97M | 0.00% | +26,171+9.9% | Added |
| Franklin Resources Inc | 296,995 | $4.06M | 0.00% | −18,466−5.9% | Reduced |
| Advisor Group Holdings, Inc. | 297,181 | $4.06M | 0.01% | −123,039−29.3% | Reduced |
| Commonwealth Equity Services, LLC | 306,437 | $4.19M | 0.01% | +583+0.2% | Added |
| Wells Fargo & Company | 310,973 | $4.25M | 0.00% | +13,042+4.4% | Added |
| Raymond James & Associates | 334,992 | $4.58M | 0.00% | −48,931−12.7% | Reduced |
| Shaker Financial Services, LLC | 369,575 | $5.05M | 2.04% | +10,789+3.0% | Added |
| Royal Bank of Canada | 373,552 | $5.11M | 0.00% | −9,063−2.4% | Reduced |
| Balanced Wealth Group LLC | 500,530 | $6.48M | 2.95% | +11,265+2.3% | Added |
| Principal Securities, Inc. | 516,387 | $7.06M | 0.19% | +26,080+5.3% | Added |
| UBS Group AG | 564,795 | $7.72M | 0.00% | −14,729−2.5% | Reduced |
| Bank of America Corp | 644,884 | $8.82M | 0.00% | −16,513−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 736,696 | $10.1M | 0.01% | +44,810+6.5% | Added |
| Guggenheim Capital LLC | 1,085,519 | $14.8M | 0.11% | +113,275+11.7% | Added |
| Invesco Ltd. | 1,309,481 | $17.9M | 0.00% | +233,507+21.7% | Added |
| LPL Financial LLC | 1,651,792 | $22.6M | 0.01% | +70,465+4.5% | Added |
| Morgan Stanley | 1,765,817 | $24.1M | 0.00% | +76,838+4.5% | Added |
| Cornerstone Advisors, LLC | 2,064,948 | $28.2M | 1.15% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,135−100.0% | Sold out |
| Summit Investment Advisory Services, LLC | 0 | $0 | 0.00% | −15,555−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −11,343−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Imprint Wealth LLC | – | – | – | – | Not filed |