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, Q3 2024
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Sep 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
- 166
- +12 vs. Q2 2024
- Shares held
- 20.0M
- +1.02M (+5.4%) vs. Q2 2024
- Total value
- $259.9M
- +$1.34M (+0.5%) vs. Q2 2024
- New holders
- 25
- 58 more added
- Sold out
- 13
- 39 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,822,228 | $25.1M | 0.00% | +56,411+3.2% | Added |
| LPL Financial LLC | 1,616,162 | $22.3M | 0.01% | −35,630−2.2% | Reduced |
| Invesco Ltd. | 1,407,123 | $19.4M | 0.00% | +97,642+7.5% | Added |
| Cornerstone Advisors, LLC | 1,212,836 | $16.7M | 0.66% | −852,112−41.3% | Reduced |
| Guggenheim Capital LLC | 1,114,686 | $15.4M | 0.11% | +29,167+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 735,414 | $10.1M | 0.01% | −1,282−0.2% | Reduced |
| Bank of America Corp | 660,357 | $9.11M | 0.00% | +15,473+2.4% | Added |
| UBS Group AG | 596,183 | $8.23M | 0.00% | +31,388+5.6% | Added |
| Principal Securities, Inc. | 530,957 | $7.33M | 0.18% | +14,570+2.8% | Added |
| Balanced Wealth Group LLC | 523,952 | $7.22M | 3.20% | +23,422+4.7% | Added |
| Royal Bank of Canada | 350,324 | $4.83M | 0.00% | −23,228−6.2% | Reduced |
| Penserra Capital Management LLC | 347,600 | $4.80M | 0.10% | +347,600 | New |
| Raymond James & Associates | 333,676 | $4.60M | 0.00% | −1,316−0.4% | Reduced |
| Wells Fargo & Company | 322,061 | $4.44M | 0.00% | +11,088+3.6% | Added |
| Envestnet Asset Management Inc | 316,832 | $4.37M | 0.00% | +26,649+9.2% | Added |
| Truist Financial Corp | 309,313 | $4.27M | 0.01% | +28,039+10.0% | Added |
| Franklin Resources Inc | 301,227 | $4.20M | 0.00% | +4,232+1.4% | Added |
| Commonwealth Equity Services, LLC | 303,409 | $4.19M | 0.01% | −3,028−1.0% | Reduced |
| Shaker Financial Services, LLC | 301,302 | $4.16M | 1.57% | −68,273−18.5% | Reduced |
| MML Investors Services, LLC | 287,599 | $3.97M | 0.01% | +5,850+2.1% | Added |
| Advisor Group Holdings, Inc. | 284,950 | $3.93M | 0.01% | −12,231−4.1% | Reduced |
| Karpus Management, Inc. | 267,872 | $3.70M | 0.10% | −1,704−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 257,300 | $3.55M | 0.01% | +1,299+0.5% | Added |
| Ameriprise Financial Inc | 231,743 | $3.20M | 0.00% | +5,288+2.3% | Added |
| Cohen & Steers, Inc. | 209,931 | $2.90M | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 208,598 | $2.88M | 0.27% | −8,540−3.9% | Reduced |
| Beacon Pointe Advisors, LLC | 190,367 | $2.63M | 0.03% | +3,696+2.0% | Added |
| Mariner, LLC | 158,286 | $2.18M | 0.00% | −6,623−4.0% | Reduced |
| Investment Planning Advisors, Inc. | 153,081 | $2.09M | 1.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 148,508 | $2.05M | 0.01% | +89,430+151.4% | Added |
| Ieq Capital, LLC | 134,965 | $1.86M | 0.02% | −3,141−2.3% | Reduced |
| Stratos Wealth Partners, LTD. | 124,207 | $1.71M | 0.02% | +124,207 | New |
| Mutual Advisors, LLC | 121,894 | $1.69M | 0.05% | +1,284+1.1% | Added |
| Outlook Wealth Advisors, LLC | 109,495 | $1.51M | 0.43% | −2,169−1.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 100,812 | $1.39M | 0.07% | +2,500+2.5% | Added |
| Cetera Investment Advisers | 96,772 | $1.34M | 0.00% | −3,771−3.8% | Reduced |
| Advisors Asset Management, Inc. | 95,413 | $1.32M | 0.02% | +2,388+2.6% | Added |
| Wedbush Securities Inc | 95,267 | $1.31M | 0.05% | −11,213−10.5% | Reduced |
| Cresset Asset Management, LLC | 80,005 | $1.10M | 0.00% | +1,518+1.9% | Added |
| Janney Montgomery Scott LLC | 71,487 | $987.0K | 0.00% | +2,307+3.3% | Added |
| Oppenheimer & Co Inc | 68,957 | $951.6K | 0.01% | −654−0.9% | Reduced |
| RMB Capital Management, LLC | 66,821 | $922.1K | 0.02% | +143+0.2% | Added |
| Arlington Capital Management, Inc. | 63,963 | $882.7K | 0.73% | +63,963 | New |
| Innova Wealth Partners | 63,963 | $882.7K | 0.73% | +63,963 | New |
| Stifel Financial Corp | 60,004 | $828.1K | 0.00% | +9,474+18.7% | Added |
| Meridian Wealth Management, LLC | 52,743 | $727.8K | 0.04% | +11,374+27.5% | Added |
| Focus Financial Network, Inc. | 52,430 | $723.5K | 0.03% | +1,935+3.8% | Added |
| HighTower Advisors, LLC | 51,552 | $711.0K | 0.00% | +1,805+3.6% | Added |
| Prevail Innovative Wealth Advisors, LLC | 50,825 | $701.4K | 0.21% | +13,026+34.5% | Added |
| Wealth Alliance Advisory Group, LLC | 47,046 | $649.2K | 0.14% | 00.0% | Unchanged |
| Creative Planning | 45,593 | $629.2K | 0.00% | +137+0.3% | Added |
| Steel Peak Wealth Management LLC | 43,167 | $595.7K | 0.03% | +195+0.5% | Added |
| Rockefeller Capital Management L.P. | 43,035 | $593.9K | 0.00% | −277−0.6% | Reduced |
| Wealth Effects LLC | 41,180 | $568.3K | 0.20% | −1,761−4.1% | Reduced |
| GWM Advisors LLC | 39,663 | $547.3K | 0.00% | −1,600−3.9% | Reduced |
| Stableford Capital II LLC | 36,303 | $505.7K | 0.20% | +1,150+3.3% | Added |
| HBK Sorce Advisory LLC | 34,812 | $480.4K | 0.01% | −5,518−13.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 33,845 | $467.1K | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 33,785 | $466.2K | 0.03% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 33,660 | $464.5K | 0.32% | +33,660 | New |
| Keeley-Teton Advisors, LLC | 32,815 | $452.8K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 32,627 | $450.3K | 0.01% | −1,938−5.6% | Reduced |
| Gladstone Institutional Advisory LLC | 31,585 | $435.9K | 0.02% | +4,127+15.0% | Added |
| Prospera Financial Services Inc | 30,918 | $426.7K | 0.01% | +642+2.1% | Added |
| Avory & Company, LLC | 30,308 | $418.3K | 0.25% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 30,314 | $414.1K | 0.00% | +38+0.1% | Added |
| Kestra Advisory Services, LLC | 29,591 | $408.4K | 0.00% | −37,160−55.7% | Reduced |
| National Asset Management, Inc. | 29,226 | $403.2K | 0.01% | −42,709−59.4% | Reduced |
| Wolverine Asset Management LLC | 28,827 | $397.8K | 0.01% | +7,511+35.2% | Added |
| Arkadios Wealth Advisors | 28,458 | $392.7K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 28,281 | $390.0K | 0.03% | +3,706+15.1% | Added |
| Essex Financial Services, Inc. | 27,760 | $388.6K | 0.03% | +516+1.9% | Added |
| B&L Asset Management LLC | 27,736 | $382.8K | 0.24% | +27,736 | New |
| Colony Group, LLC | 26,381 | $364.1K | 0.00% | +3,469+15.1% | Added |
| American Institute for Advanced Investment Management, LLP | 23,692 | $327.0K | 0.23% | −77−0.3% | Reduced |
| Flputnam Investment Management Co | 23,575 | $325.3K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 22,695 | $313.2K | 0.01% | +1,945+9.4% | Added |
| Triumph Capital Management | 22,450 | $309.8K | 0.11% | −13,640−37.8% | Reduced |
| Buckingham Strategic Partners | 20,653 | $285.0K | 0.01% | +20,653 | New |
| Equitable Holdings, Inc. | 20,513 | $283.1K | 0.00% | +7,350+55.8% | Added |
| CIBC Private Wealth Group, LLC | 20,312 | $280.3K | 0.00% | −1,546−7.1% | Reduced |
| D.A. Davidson & Co. | 20,169 | $278.3K | 0.00% | −1,891−8.6% | Reduced |
| Stratos Wealth Advisors, LLC | 19,650 | $271.2K | 0.01% | +28+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 19,443 | $268.3K | 0.00% | +3,023+18.4% | Added |
| Baird Financial Group, Inc. | 19,090 | $263.4K | 0.00% | +601+3.3% | Added |
| Sanctuary Advisors, LLC | 18,163 | $257.2K | 0.00% | −2,137−10.5% | Reduced |
| Cerity Partners LLC | 18,340 | $253.1K | 0.00% | +18,340 | New |
| CI Private Wealth, LLC | 18,175 | $250.8K | 0.00% | +700+4.0% | Added |
| We Are One Seven, LLC | 17,517 | $241.7K | 0.01% | +3,827+28.0% | Added |
| Commons Capital, LLC | 17,415 | $240.3K | 0.27% | +17,415 | New |
| TCFG Wealth Management, LLC | 17,345 | $239.4K | 0.12% | +17,345 | New |
| Silverlake Wealth Management LLC | 17,242 | $237.9K | 0.09% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 17,227 | $237.7K | 0.02% | −10,303−37.4% | Reduced |
| Robinson Capital Management, LLC | 17,189 | $233.4K | 0.08% | 00.0% | Unchanged |
| Diversified, LLC | 16,902 | $233.2K | 0.03% | −228−1.3% | Reduced |
| Diversified Enterprises, LLC | 16,902 | $233.2K | 0.03% | +16,902 | New |
| Summit Investment Advisory Services, LLC | 16,264 | $224.4K | 0.12% | +16,264 | New |
| Turtle Creek Wealth Advisors, LLC | 15,854 | $218.8K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,621 | $215.6K | 0.02% | −175,217−91.8% | Reduced |
| Centaurus Financial, Inc. | 15,426 | $213.0K | 0.01% | +332+2.2% | Added |