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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $14 | 0.00% | – | – |
| FMR LLC | 1 | $14 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 8 | $113 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9 | $124 | 0.00% | +9 | New |
| Signature Resources Capital Management, LLC | 225 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.59K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $5.52K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $6.90K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 500 | $6.90K | 0.00% | +500 | New |
| Spire Wealth Management | 517 | $7.14K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 636 | $8.78K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 937 | $12.9K | 0.01% | +937 | New |
| Blume Capital Management, Inc. | 1,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,046 | $14.0K | 0.01% | +23+2.2% | Added |
| Farther Finance Advisors, LLC | 1,063 | $14.7K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,114 | $15.4K | 0.00% | +1,114 | New |
| SOA Wealth Advisors, LLC. | 1,250 | $17.3K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,446 | $20.0K | 0.00% | −742−33.9% | Reduced |
| Northwest Financial Advisors | 1,700 | $23.5K | 0.02% | +1,700 | New |
| Bokf, NA | 1,820 | $25.0K | 0.00% | +1,820 | New |
| Global Retirement Partners, LLC | 2,351 | $32.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,500 | $34.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $41.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $49.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,671 | $50.7K | 0.00% | +1,000+37.4% | Added |
| Carolinas Wealth Consulting LLC | 5,809 | $80.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,180 | $85.3K | 0.00% | −6,500−51.3% | Reduced |
| Princeton Global Asset Management LLC | 6,420 | $88.6K | 0.02% | +2,941+84.5% | Added |
| Montag A & Associates Inc | 6,900 | $95.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7,561 | $104.0K | 0.03% | +55+0.7% | Added |
| Private Trust Co NA | 7,563 | $104.4K | 0.01% | +18+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 8,198 | $113.1K | 0.00% | −890−9.8% | Reduced |
| Olistico Wealth, LLC | 8,400 | $115.9K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,540 | $117.9K | 0.00% | +95+1.1% | Added |
| Westend Capital Management, LLC | 9,496 | $131.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,219 | $138.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,080 | $139.1K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,181 | $140.5K | 0.01% | +10,181 | New |
| Fortis Capital Advisors, LLC | 10,181 | $140.5K | 0.05% | +10,181 | New |
| Capital CS Group, LLC | 10,356 | $142.9K | 0.17% | +110+1.1% | Added |
| Clark Capital Management Group, Inc. | 10,395 | $143.5K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,428 | $143.9K | 0.00% | +18+0.2% | Added |
| Wealthcare Advisory Partners LLC | 11,169 | $154.1K | 0.00% | +29+0.3% | Added |
| Comerica Bank | 11,236 | $155.1K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,882 | $164.0K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,888 | $164.1K | 0.00% | −500−4.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 12,151 | $167.7K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,189 | $168.2K | 0.00% | −592−4.6% | Reduced |
| Cornerstone Wealth Management, LLC | 12,345 | $170.4K | 0.01% | −1,584−11.4% | Reduced |
| Integrated Wealth Concepts LLC | 12,388 | $171.0K | 0.00% | −126−1.0% | Reduced |
| Empower Advisory Group, LLC | 12,466 | $172.0K | 0.00% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 12,593 | $173.8K | 0.11% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,603 | $174.0K | 0.05% | +12,603 | New |
| Cannon Advisors, Inc. | 12,825 | $175.4K | 0.14% | +12,825 | New |
| Principle Wealth Partners LLC | 12,800 | $176.6K | 0.01% | +12,800 | New |
| Wealth Enhancement Advisory Services, LLC | 12,940 | $178.6K | 0.00% | +438+3.5% | Added |
| Sigma Planning Corp | 13,090 | $180.6K | 0.01% | +13,090 | New |
| Burford Brothers, Inc. | 13,200 | $182.2K | 0.09% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,538 | $186.8K | 0.01% | +196+1.5% | Added |
| Focused Wealth Management, Inc | 14,134 | $195.1K | 0.03% | +272+2.0% | Added |
| AlphaStar Capital Management, LLC | 14,314 | $197.5K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 14,861 | $205.1K | 0.08% | −578−3.7% | Reduced |
| Centaurus Financial, Inc. | 15,426 | $213.0K | 0.01% | +332+2.2% | Added |
| Landscape Capital Management, L.L.C. | 15,621 | $215.6K | 0.02% | −175,217−91.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 15,854 | $218.8K | 0.04% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 16,264 | $224.4K | 0.12% | +16,264 | New |
| Diversified, LLC | 16,902 | $233.2K | 0.03% | −228−1.3% | Reduced |
| Diversified Enterprises, LLC | 16,902 | $233.2K | 0.03% | +16,902 | New |
| Robinson Capital Management, LLC | 17,189 | $233.4K | 0.08% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 17,227 | $237.7K | 0.02% | −10,303−37.4% | Reduced |
| Silverlake Wealth Management LLC | 17,242 | $237.9K | 0.09% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 17,345 | $239.4K | 0.12% | +17,345 | New |
| Commons Capital, LLC | 17,415 | $240.3K | 0.27% | +17,415 | New |
| We Are One Seven, LLC | 17,517 | $241.7K | 0.01% | +3,827+28.0% | Added |
| CI Private Wealth, LLC | 18,175 | $250.8K | 0.00% | +700+4.0% | Added |
| Cerity Partners LLC | 18,340 | $253.1K | 0.00% | +18,340 | New |
| Sanctuary Advisors, LLC | 18,163 | $257.2K | 0.00% | −2,137−10.5% | Reduced |
| Baird Financial Group, Inc. | 19,090 | $263.4K | 0.00% | +601+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 19,443 | $268.3K | 0.00% | +3,023+18.4% | Added |
| Stratos Wealth Advisors, LLC | 19,650 | $271.2K | 0.01% | +28+0.1% | Added |
| D.A. Davidson & Co. | 20,169 | $278.3K | 0.00% | −1,891−8.6% | Reduced |
| CIBC Private Wealth Group, LLC | 20,312 | $280.3K | 0.00% | −1,546−7.1% | Reduced |
| Equitable Holdings, Inc. | 20,513 | $283.1K | 0.00% | +7,350+55.8% | Added |
| Buckingham Strategic Partners | 20,653 | $285.0K | 0.01% | +20,653 | New |
| Triumph Capital Management | 22,450 | $309.8K | 0.11% | −13,640−37.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,695 | $313.2K | 0.01% | +1,945+9.4% | Added |
| Flputnam Investment Management Co | 23,575 | $325.3K | 0.01% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 23,692 | $327.0K | 0.23% | −77−0.3% | Reduced |
| Colony Group, LLC | 26,381 | $364.1K | 0.00% | +3,469+15.1% | Added |
| B&L Asset Management LLC | 27,736 | $382.8K | 0.24% | +27,736 | New |
| Essex Financial Services, Inc. | 27,760 | $388.6K | 0.03% | +516+1.9% | Added |
| NBC Securities, Inc. | 28,281 | $390.0K | 0.03% | +3,706+15.1% | Added |
| Arkadios Wealth Advisors | 28,458 | $392.7K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 28,827 | $397.8K | 0.01% | +7,511+35.2% | Added |
| National Asset Management, Inc. | 29,226 | $403.2K | 0.01% | −42,709−59.4% | Reduced |
| Kestra Advisory Services, LLC | 29,591 | $408.4K | 0.00% | −37,160−55.7% | Reduced |
| Mercer Global Advisors Inc | 30,314 | $414.1K | 0.00% | +38+0.1% | Added |