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 |
|---|---|---|---|---|---|
| Avory & Company, LLC | 30,308 | $418.3K | 0.25% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 30,918 | $426.7K | 0.01% | +642+2.1% | Added |
| Gladstone Institutional Advisory LLC | 31,585 | $435.9K | 0.02% | +4,127+15.0% | Added |
| Dynamic Advisor Solutions LLC | 32,627 | $450.3K | 0.01% | −1,938−5.6% | Reduced |
| Keeley-Teton Advisors, LLC | 32,815 | $452.8K | 0.05% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 33,660 | $464.5K | 0.32% | +33,660 | New |
| IFG Advisory, LLC | 33,785 | $466.2K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33,845 | $467.1K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 34,812 | $480.4K | 0.01% | −5,518−13.7% | Reduced |
| Stableford Capital II LLC | 36,303 | $505.7K | 0.20% | +1,150+3.3% | Added |
| GWM Advisors LLC | 39,663 | $547.3K | 0.00% | −1,600−3.9% | Reduced |
| Wealth Effects LLC | 41,180 | $568.3K | 0.20% | −1,761−4.1% | Reduced |
| Rockefeller Capital Management L.P. | 43,035 | $593.9K | 0.00% | −277−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 43,167 | $595.7K | 0.03% | +195+0.5% | Added |
| Creative Planning | 45,593 | $629.2K | 0.00% | +137+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 47,046 | $649.2K | 0.14% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 50,825 | $701.4K | 0.21% | +13,026+34.5% | Added |
| HighTower Advisors, LLC | 51,552 | $711.0K | 0.00% | +1,805+3.6% | Added |
| Focus Financial Network, Inc. | 52,430 | $723.5K | 0.03% | +1,935+3.8% | Added |
| Meridian Wealth Management, LLC | 52,743 | $727.8K | 0.04% | +11,374+27.5% | Added |
| Stifel Financial Corp | 60,004 | $828.1K | 0.00% | +9,474+18.7% | 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 |
| RMB Capital Management, LLC | 66,821 | $922.1K | 0.02% | +143+0.2% | Added |
| Oppenheimer & Co Inc | 68,957 | $951.6K | 0.01% | −654−0.9% | Reduced |
| Janney Montgomery Scott LLC | 71,487 | $987.0K | 0.00% | +2,307+3.3% | Added |
| Cresset Asset Management, LLC | 80,005 | $1.10M | 0.00% | +1,518+1.9% | Added |
| Wedbush Securities Inc | 95,267 | $1.31M | 0.05% | −11,213−10.5% | Reduced |
| Advisors Asset Management, Inc. | 95,413 | $1.32M | 0.02% | +2,388+2.6% | Added |
| Cetera Investment Advisers | 96,772 | $1.34M | 0.00% | −3,771−3.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 100,812 | $1.39M | 0.07% | +2,500+2.5% | Added |
| Outlook Wealth Advisors, LLC | 109,495 | $1.51M | 0.43% | −2,169−1.9% | Reduced |
| Mutual Advisors, LLC | 121,894 | $1.69M | 0.05% | +1,284+1.1% | Added |
| Stratos Wealth Partners, LTD. | 124,207 | $1.71M | 0.02% | +124,207 | New |
| Ieq Capital, LLC | 134,965 | $1.86M | 0.02% | −3,141−2.3% | Reduced |
| Private Advisor Group, LLC | 148,508 | $2.05M | 0.01% | +89,430+151.4% | Added |
| Investment Planning Advisors, Inc. | 153,081 | $2.09M | 1.07% | 00.0% | Unchanged |
| Mariner, LLC | 158,286 | $2.18M | 0.00% | −6,623−4.0% | Reduced |
| Beacon Pointe Advisors, LLC | 190,367 | $2.63M | 0.03% | +3,696+2.0% | Added |
| Naples Global Advisors, LLC | 208,598 | $2.88M | 0.27% | −8,540−3.9% | Reduced |
| Cohen & Steers, Inc. | 209,931 | $2.90M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 231,743 | $3.20M | 0.00% | +5,288+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 257,300 | $3.55M | 0.01% | +1,299+0.5% | Added |
| Karpus Management, Inc. | 267,872 | $3.70M | 0.10% | −1,704−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 284,950 | $3.93M | 0.01% | −12,231−4.1% | Reduced |
| MML Investors Services, LLC | 287,599 | $3.97M | 0.01% | +5,850+2.1% | Added |
| Shaker Financial Services, LLC | 301,302 | $4.16M | 1.57% | −68,273−18.5% | Reduced |
| Commonwealth Equity Services, LLC | 303,409 | $4.19M | 0.01% | −3,028−1.0% | Reduced |
| Franklin Resources Inc | 301,227 | $4.20M | 0.00% | +4,232+1.4% | Added |
| Truist Financial Corp | 309,313 | $4.27M | 0.01% | +28,039+10.0% | Added |
| Envestnet Asset Management Inc | 316,832 | $4.37M | 0.00% | +26,649+9.2% | Added |
| Wells Fargo & Company | 322,061 | $4.44M | 0.00% | +11,088+3.6% | Added |
| Raymond James & Associates | 333,676 | $4.60M | 0.00% | −1,316−0.4% | Reduced |
| Penserra Capital Management LLC | 347,600 | $4.80M | 0.10% | +347,600 | New |
| Royal Bank of Canada | 350,324 | $4.83M | 0.00% | −23,228−6.2% | Reduced |
| Balanced Wealth Group LLC | 523,952 | $7.22M | 3.20% | +23,422+4.7% | Added |
| Principal Securities, Inc. | 530,957 | $7.33M | 0.18% | +14,570+2.8% | Added |
| UBS Group AG | 596,183 | $8.23M | 0.00% | +31,388+5.6% | Added |
| Bank of America Corp | 660,357 | $9.11M | 0.00% | +15,473+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 735,414 | $10.1M | 0.01% | −1,282−0.2% | Reduced |
| Guggenheim Capital LLC | 1,114,686 | $15.4M | 0.11% | +29,167+2.7% | Added |
| Cornerstone Advisors, LLC | 1,212,836 | $16.7M | 0.66% | −852,112−41.3% | Reduced |
| Invesco Ltd. | 1,407,123 | $19.4M | 0.00% | +97,642+7.5% | Added |
| LPL Financial LLC | 1,616,162 | $22.3M | 0.01% | −35,630−2.2% | Reduced |
| Morgan Stanley | 1,822,228 | $25.1M | 0.00% | +56,411+3.2% | Added |
| International Assets Investment Management, LLC | 1,138,936 | – | – | +1,094,622+2,470.1% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −24,623−100.0% | Sold out |
| BCR Wealth Strategies, LLC | 0 | $0 | 0.00% | −16,035−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,590−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −12,024−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| Semus Wealth Partners LLC | 0 | $0 | 0.00% | −11,244−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Abbrea Capital, LLC | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |