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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.

Institutional holdersQ3 2024: 166 institutions
Q1 2021: 142 institutionsQ2 2021: 143 institutionsQ3 2021: 136 institutionsQ4 2021: 154 institutionsQ1 2022: 159 institutionsQ2 2022: 154 institutionsQ3 2022: 146 institutionsQ4 2022: 153 institutionsQ1 2023: 147 institutionsQ2 2023: 149 institutionsQ3 2023: 150 institutionsQ4 2023: 160 institutionsQ1 2024: 152 institutionsQ2 2024: 157 institutionsQ3 2024: 166 institutionsQ4 2024: 178 institutionsQ1 2025: 178 institutionsQ2 2025: 186 institutionsQ3 2025: 185 institutionsQ4 2025: 184 institutionsQ1 2026: 182 institutionsQ2 2026: 193 institutions
Value heldQ3 2024: $259.9M
Q1 2021: $189.3MQ2 2021: $208.3MQ3 2021: $214.0MQ4 2021: $248.2MQ1 2022: $239.4MQ2 2022: $203.8MQ3 2022: $180.4MQ4 2022: $167.6MQ1 2023: $172.2MQ2 2023: $199.6MQ3 2023: $184.8MQ4 2023: $222.0MQ1 2024: $237.8MQ2 2024: $259.0MQ3 2024: $259.9MQ4 2024: $292.6MQ1 2025: $264.9MQ2 2025: $284.5MQ3 2025: $305.3MQ4 2025: $314.5MQ1 2026: $301.6MQ2 2026: $332.8M
Institutions holding ETV and their total value by quarter
QuarterHoldersValue
Q2 2026193$332.8M
Q1 2026182$301.6M
Q4 2025184$314.5M
Q3 2025185$305.3M
Q2 2025186$284.5M
Q1 2025178$264.9M
Q4 2024178$292.6M
Q3 2024166$259.9M
Q2 2024157$259.0M
Q1 2024152$237.8M
Q4 2023160$222.0M
Q3 2023150$184.8M
Q2 2023149$199.6M
Q1 2023147$172.2M
Q4 2022153$167.6M
Q3 2022146$180.4M
Q2 2022154$203.8M
Q1 2022159$239.4M
Q4 2021154$248.2M
Q3 2021136$214.0M
Q2 2021143$208.3M
Q1 2021142$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.

Institutions holding ETV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Main Street Group, LTD14,861$205.1K0.08%−578−3.7%Reduced
AlphaStar Capital Management, LLC14,314$197.5K0.02%00.0%Unchanged
Focused Wealth Management, Inc14,134$195.1K0.03%+272+2.0%Added
Jacobi Capital Management LLC13,538$186.8K0.01%+196+1.5%Added
Burford Brothers, Inc.13,200$182.2K0.09%00.0%Unchanged
Sigma Planning Corp13,090$180.6K0.01%+13,090New
Wealth Enhancement Advisory Services, LLC12,940$178.6K0.00%+438+3.5%Added
Principle Wealth Partners LLC12,800$176.6K0.01%+12,800New
Cannon Advisors, Inc.12,825$175.4K0.14%+12,825New
Thurston, Springer, Miller, Herd & Titak, Inc.12,603$174.0K0.05%+12,603New
Birchcreek Wealth Management, LLC12,593$173.8K0.11%00.0%Unchanged
Empower Advisory Group, LLC12,466$172.0K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC12,388$171.0K0.00%−126−1.0%Reduced
Cornerstone Wealth Management, LLC12,345$170.4K0.01%−1,584−11.4%Reduced
Merit Financial Group, LLC12,189$168.2K0.00%−592−4.6%Reduced
Mill Creek Capital Advisors, LLC12,151$167.7K0.00%00.0%Unchanged
Kingsview Wealth Management, LLC11,888$164.1K0.00%−500−4.0%Reduced
J.W. Cole Advisors, Inc.11,882$164.0K0.01%00.0%Unchanged
Comerica Bank11,236$155.1K0.00%00.0%Unchanged
Wealthcare Advisory Partners LLC11,169$154.1K0.00%+29+0.3%Added
Atria Wealth Solutions, Inc.10,428$143.9K0.00%+18+0.2%Added
Clark Capital Management Group, Inc.10,395$143.5K0.00%00.0%Unchanged
Capital CS Group, LLC10,356$142.9K0.17%+110+1.1%Added
Belpointe Asset Management LLC10,181$140.5K0.01%+10,181New
Fortis Capital Advisors, LLC10,181$140.5K0.05%+10,181New
Ameritas Advisory Services, LLC10,080$139.1K0.01%00.0%Unchanged
Pinnacle Associates Ltd11,219$138.3K0.00%00.0%Unchanged
Westend Capital Management, LLC9,496$131.0K0.04%00.0%Unchanged
Parallel Advisors, LLC8,540$117.9K0.00%+95+1.1%Added
Olistico Wealth, LLC8,400$115.9K0.07%00.0%Unchanged
Northwestern Mutual Wealth Management Co8,198$113.1K0.00%−890−9.8%Reduced
Private Trust Co NA7,563$104.4K0.01%+18+0.2%Added
Avion Wealth7,561$104.0K0.03%+55+0.7%Added
Montag A & Associates Inc6,900$95.2K0.00%00.0%Unchanged
Princeton Global Asset Management LLC6,420$88.6K0.02%+2,941+84.5%Added
The PNC Financial Services Group, Inc.6,180$85.3K0.00%−6,500−51.3%Reduced
Carolinas Wealth Consulting LLC5,809$80.2K0.01%00.0%Unchanged
Harbour Investments, Inc.3,671$50.7K0.00%+1,000+37.4%Added
Fifth Third Bancorp3,550$49.0K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group3,000$41.4K0.01%00.0%Unchanged
Barrett & Company, Inc.2,500$34.5K0.01%00.0%Unchanged
Global Retirement Partners, LLC2,351$32.4K0.00%00.0%Unchanged
Bokf, NA1,820$25.0K0.00%+1,820New
Northwest Financial Advisors1,700$23.5K0.02%+1,700New
CoreCap Advisors, LLC1,446$20.0K0.00%−742−33.9%Reduced
Householder Group Estate & Retirement Specialist, LLC1,361$18.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.1,250$17.3K0.00%00.0%Unchanged
Darwin Advisors, LLC1,114$15.4K0.00%+1,114New
Farther Finance Advisors, LLC1,063$14.7K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.1,046$14.0K0.01%+23+2.2%Added
Blume Capital Management, Inc.1,000$13.8K0.00%00.0%Unchanged
GAMMA Investing LLC1,000$13.8K0.00%00.0%Unchanged
CoreFirst Bank & Trust937$12.9K0.01%+937New
CWM, LLC700$10.0K0.00%00.0%Unchanged
JPMorgan Chase & Co636$8.78K0.00%00.0%Unchanged
Spire Wealth Management517$7.14K0.00%00.0%Unchanged
Larson Financial Group LLC500$6.90K0.00%00.0%Unchanged
Allworth Financial LP500$6.90K0.00%+500New
Laurel Wealth Advisors LLC400$5.52K0.00%00.0%Unchanged
Bellevue Asset Management, LLC333$4.59K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC225$3.10K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)9$1240.00%+9New
DecisionPoint Financial, LLC8$1130.00%00.0%Unchanged
Huntington National Bank–$140.00%––
FMR LLC1$140.00%+1New
International Assets Investment Management, LLC1,138,936––+1,094,622+2,470.1%Added
Two Sigma Investments, LP0$00.00%−24,623−100.0%Sold out
BCR Wealth Strategies, LLC0$00.00%−16,035−100.0%Sold out
Nomura Holdings Inc0$00.00%−15,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−12,590−100.0%Sold out
National Wealth Management Group, LLC0$00.00%−12,024−100.0%Sold out
Wesbanco Bank Inc0$00.00%−11,470−100.0%Sold out
Semus Wealth Partners LLC0$00.00%−11,244−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−2,555−100.0%Sold out
US Bancorp0$00.00%−2,205−100.0%Sold out
Register Financial Advisors LLC0$00.00%−750−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−500−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−198−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−32−100.0%Sold out
Abbrea Capital, LLC––––Not filed
ICA Group Wealth Management, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed