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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 12,680 | $173.3K | 0.00% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 12,593 | $172.1K | 0.10% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 12,590 | $171.6K | 0.00% | +12,590 | New |
| Integrated Wealth Concepts LLC | 12,514 | $171.1K | 0.00% | −936−7.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,502 | $170.9K | 0.00% | −5,506−30.6% | Reduced |
| Empower Advisory Group, LLC | 12,466 | $170.4K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,388 | $169.3K | 0.00% | −267−2.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 12,151 | $166.1K | 0.00% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 12,024 | $164.4K | 0.13% | −600−4.8% | Reduced |
| J.W. Cole Advisors, Inc. | 11,882 | $162.4K | 0.01% | −5,397−31.2% | Reduced |
| Wesbanco Bank Inc | 11,470 | $156.8K | 0.01% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 11,244 | $153.7K | 0.12% | −1,114−9.0% | Reduced |
| Comerica Bank | 11,236 | $153.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $153.4K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,140 | $152.3K | 0.00% | +15+0.1% | Added |
| Atria Wealth Solutions, Inc. | 10,410 | $142.3K | 0.00% | −25,867−71.3% | Reduced |
| Clark Capital Management Group, Inc. | 10,395 | $142.1K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 10,270 | $140.4K | 0.08% | −8,067−44.0% | Reduced |
| Capital CS Group, LLC | 10,246 | $140.1K | 0.16% | +127+1.3% | Added |
| Ameritas Advisory Services, LLC | 10,080 | $137.8K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 9,496 | $128.5K | 0.05% | −1,527−13.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,088 | $124.2K | 0.00% | −2,012−18.1% | Reduced |
| Parallel Advisors, LLC | 8,445 | $115.4K | 0.00% | +93+1.1% | Added |
| Olistico Wealth, LLC | 8,400 | $114.8K | 0.07% | +8,400 | New |
| Private Trust Co NA | 7,545 | $103.1K | 0.01% | +9+0.1% | Added |
| Avion Wealth | 7,506 | $102.0K | 0.03% | +7,506 | New |
| Montag A & Associates Inc | 6,900 | $94.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,809 | $79.4K | 0.02% | +3,567+159.1% | Added |
| Fifth Third Bancorp | 3,550 | $48.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 3,479 | $47.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $41.0K | 0.01% | +2,000+200.0% | Added |
| Harbour Investments, Inc. | 2,671 | $36.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,555 | $34.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,500 | $34.2K | 0.02% | +1,500+150.0% | Added |
| Global Retirement Partners, LLC | 2,351 | $32.1K | 0.00% | +2,351 | New |
| US Bancorp | 2,205 | $30.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,159 | $30.0K | 0.00% | −5−0.2% | Reduced |
| CoreCap Advisors, LLC | 2,188 | $29.9K | 0.00% | −320−12.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $18.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $17.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,063 | $14.4K | 0.00% | +1,063 | New |
| Hazlett, Burt & Watson, Inc. | 1,023 | $14.0K | 0.01% | −277−21.3% | Reduced |
| 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 |
| Register Financial Advisors LLC | 750 | $10.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 636 | $8.69K | 0.00% | −250−28.2% | Reduced |
| Spire Wealth Management | 517 | $7.07K | 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 |
| Laurel Wealth Advisors LLC | 400 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.55K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 225 | $3.08K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 198 | $2.71K | 0.00% | +198 | New |
| Voisard Asset Management Group, Inc. | 32 | $438 | 0.00% | +32 | New |
| DecisionPoint Financial, LLC | 8 | $110 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $14 | 0.00% | – | – |
| 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 |