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, Q4 2024
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Dec 31, 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
- 178
- +15 vs. Q3 2024
- Shares held
- 20.3M
- +1.42M (+7.5%) vs. Q3 2024
- Total value
- $292.6M
- +$47.6M (+19.4%) vs. Q3 2024
- New holders
- 24
- 57 more added
- Sold out
- 9
- 44 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,853,541 | $26.7M | 0.00% | +31,313+1.7% | Added |
| LPL Financial LLC | 1,593,287 | $23.0M | 0.01% | −22,875−1.4% | Reduced |
| Invesco Ltd. | 1,446,364 | $20.8M | 0.00% | +39,241+2.8% | Added |
| Guggenheim Capital LLC | 1,319,674 | $19.0M | 0.16% | +204,988+18.4% | Added |
| Raymond James Financial Inc | 982,361 | $14.2M | 0.01% | +982,361 | New |
| Cornerstone Advisors, LLC | 843,863 | $12.2M | 0.48% | −368,973−30.4% | Reduced |
| Paragon Financial Partners, Inc. | 772,288 | $11.1M | 8.38% | +772,288 | New |
| UBS Group AG | 654,742 | $9.43M | 0.00% | +58,559+9.8% | Added |
| Bank of America Corp | 649,842 | $9.36M | 0.00% | −10,515−1.6% | Reduced |
| Principal Securities, Inc. | 553,448 | $7.98M | 0.18% | +22,491+4.2% | Added |
| Balanced Wealth Group LLC | 545,774 | $7.87M | 3.53% | +21,822+4.2% | Added |
| Sims Investment Management, LLC | 393,016 | $5.66M | 3.20% | +393,016 | New |
| Penserra Capital Management LLC | 372,711 | $5.37M | 0.10% | +25,111+7.2% | Added |
| Royal Bank of Canada | 351,661 | $5.07M | 0.00% | +1,337+0.4% | Added |
| Wells Fargo & Company | 344,165 | $4.96M | 0.00% | +22,104+6.9% | Added |
| Envestnet Asset Management Inc | 319,279 | $4.60M | 0.00% | +2,447+0.8% | Added |
| Truist Financial Corp | 310,202 | $4.47M | 0.01% | +889+0.3% | Added |
| Commonwealth Equity Services, LLC | 306,828 | $4.42M | 0.01% | +3,419+1.1% | Added |
| Franklin Resources Inc | 294,478 | $4.24M | 0.00% | −6,749−2.2% | Reduced |
| MML Investors Services, LLC | 293,219 | $4.22M | 0.01% | +5,620+2.0% | Added |
| Advisor Group Holdings, Inc. | 285,099 | $4.11M | 0.01% | +149+0.1% | Added |
| Ameriprise Financial Inc | 276,316 | $3.99M | 0.00% | +44,573+19.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 269,094 | $3.88M | 0.01% | +11,794+4.6% | Added |
| Karpus Management, Inc. | 260,429 | $3.75M | 0.11% | −7,443−2.8% | Reduced |
| Kingstone Capital Partners Texas, LLC | 226,088 | $3.26M | 2.65% | +226,088 | New |
| Cohen & Steers, Inc. | 209,931 | $3.02M | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 206,563 | $2.98M | 0.28% | −2,035−1.0% | Reduced |
| Shaker Financial Services, LLC | 192,501 | $2.77M | 1.06% | −108,801−36.1% | Reduced |
| Mariner, LLC | 161,838 | $2.33M | 0.00% | +3,552+2.2% | Added |
| Investment Planning Advisors, Inc. | 152,979 | $2.20M | 0.96% | −102−0.1% | Reduced |
| Private Advisor Group, LLC | 149,450 | $2.15M | 0.01% | +942+0.6% | Added |
| Beacon Pointe Advisors, LLC | 146,141 | $2.11M | 0.02% | −44,226−23.2% | Reduced |
| Ieq Capital, LLC | 129,302 | $1.86M | 0.02% | −5,663−4.2% | Reduced |
| Stratos Wealth Partners, LTD. | 123,500 | $1.78M | 0.03% | −707−0.6% | Reduced |
| Mutual Advisors, LLC | 123,623 | $1.76M | 0.05% | +1,729+1.4% | Added |
| Sharpepoint LLC | 121,845 | $1.76M | 1.58% | +121,845 | New |
| Wedbush Securities Inc | 116,468 | $1.68M | 0.06% | +21,201+22.3% | Added |
| Outlook Wealth Advisors, LLC | 105,011 | $1.51M | 0.43% | −4,484−4.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 99,373 | $1.43M | 0.07% | −1,439−1.4% | Reduced |
| Cetera Investment Advisers | 97,966 | $1.41M | 0.00% | +1,194+1.2% | Added |
| Advisors Asset Management, Inc. | 93,766 | $1.35M | 0.02% | −1,647−1.7% | Reduced |
| Cresset Asset Management, LLC | 81,690 | $1.18M | 0.01% | +1,685+2.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 76,806 | $1.11M | 0.32% | +25,981+51.1% | Added |
| Janney Montgomery Scott LLC | 70,006 | $1.01M | 0.00% | −1,481−2.1% | Reduced |
| Arlington Capital Management, Inc. | 69,065 | $995.2K | 0.69% | +5,102+8.0% | Added |
| RMB Capital Management, LLC | 66,961 | $964.9K | 0.02% | +140+0.2% | Added |
| Oppenheimer & Co Inc | 66,003 | $951.1K | 0.01% | −2,954−4.3% | Reduced |
| Stifel Financial Corp | 63,220 | $911.0K | 0.00% | +3,216+5.4% | Added |
| Meridian Wealth Management, LLC | 62,437 | $899.7K | 0.04% | +9,694+18.4% | Added |
| Kestra Advisory Services, LLC | 62,161 | $895.7K | 0.00% | +32,570+110.1% | Added |
| Arkadios Wealth Advisors | 58,766 | $846.8K | 0.05% | +30,308+106.5% | Added |
| Focus Financial Network, Inc. | 53,728 | $774.2K | 0.03% | +1,298+2.5% | Added |
| Rockefeller Capital Management L.P. | 53,035 | $764.2K | 0.00% | +10,000+23.2% | Added |
| HighTower Advisors, LLC | 48,449 | $698.2K | 0.00% | −3,103−6.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 47,046 | $677.9K | 0.14% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 44,162 | $636.4K | 0.03% | +995+2.3% | Added |
| Creative Planning | 44,155 | $636.3K | 0.00% | −1,438−3.2% | Reduced |
| Wealth Effects LLC | 38,244 | $551.1K | 0.20% | −2,936−7.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38,190 | $550.4K | 0.11% | +25,587+203.0% | Added |
| Mercer Global Advisors Inc | 37,168 | $535.6K | 0.00% | +6,854+22.6% | Added |
| GPS Wealth Strategies Group, LLC | 36,686 | $528.6K | 0.07% | +2,841+8.4% | Added |
| Stableford Capital II LLC | 36,303 | $523.1K | 0.21% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 34,812 | $501.6K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 33,785 | $486.8K | 0.03% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 33,360 | $480.7K | 0.34% | −300−0.9% | Reduced |
| GWM Advisors LLC | 33,238 | $479.0K | 0.00% | −6,425−16.2% | Reduced |
| Keeley-Teton Advisors, LLC | 32,815 | $472.9K | 0.05% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 32,088 | $462.4K | 0.04% | +32,088 | New |
| Prospera Financial Services Inc | 31,543 | $454.6K | 0.01% | +625+2.0% | Added |
| Gladstone Institutional Advisory LLC | 31,122 | $448.5K | 0.02% | −463−1.5% | Reduced |
| Avory & Company, LLC | 30,308 | $436.7K | 0.24% | 00.0% | Unchanged |
| National Asset Management, Inc. | 29,562 | $427.5K | 0.01% | +336+1.1% | Added |
| Dynamic Advisor Solutions LLC | 28,637 | $412.7K | 0.02% | −3,990−12.2% | Reduced |
| Essex Financial Services, Inc. | 28,089 | $404.8K | 0.03% | +329+1.2% | Added |
| Colony Group, LLC | 27,927 | $402.4K | 0.00% | +1,546+5.9% | Added |
| Westend Capital Management, LLC | 26,914 | $387.8K | 0.12% | +17,418+183.4% | Added |
| B&L Asset Management LLC | 25,666 | $369.8K | 0.23% | −2,070−7.5% | Reduced |
| Flputnam Investment Management Co | 23,075 | $332.5K | 0.01% | −500−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,695 | $326.6K | 0.00% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 22,600 | $325.7K | 0.24% | −1,092−4.6% | Reduced |
| Equitable Holdings, Inc. | 20,963 | $302.1K | 0.00% | +450+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 20,731 | $298.7K | 0.00% | +1,288+6.6% | Added |
| Triumph Capital Management | 20,628 | $297.2K | 0.10% | −1,822−8.1% | Reduced |
| Buckingham Strategic Partners | 20,449 | $294.7K | 0.00% | −204−1.0% | Reduced |
| Commons Capital, LLC | 19,277 | $277.8K | 0.25% | +1,862+10.7% | Added |
| D.A. Davidson & Co. | 18,475 | $266.2K | 0.00% | −1,694−8.4% | Reduced |
| Cerity Partners LLC | 18,340 | $264.3K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,290 | $263.6K | 0.00% | −800−4.2% | Reduced |
| CI Private Wealth, LLC | 18,175 | $261.9K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 17,863 | $258.3K | 0.00% | −300−1.7% | Reduced |
| Stratos Wealth Advisors, LLC | 17,751 | $255.8K | 0.01% | −1,899−9.7% | Reduced |
| TCFG Wealth Management, LLC | 17,345 | $249.9K | 0.13% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $248.5K | 0.10% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 17,189 | $247.7K | 0.10% | 00.0% | Unchanged |
| We Are One Seven, LLC | 17,062 | $245.9K | 0.01% | −455−2.6% | Reduced |
| CIBC Private Wealth Group, LLC | 17,162 | $244.9K | 0.00% | −3,150−15.5% | Reduced |
| Sigma Planning Corp | 16,687 | $240.5K | 0.01% | +3,597+27.5% | Added |
| Summit Investment Advisory Services, LLC | 16,607 | $239.3K | 0.12% | +343+2.1% | Added |
| Cannon Advisors, Inc. | 16,591 | $239.1K | 0.20% | +3,766+29.4% | Added |
| Diversified Enterprises, LLC | 16,503 | $237.8K | 0.02% | −399−2.4% | Reduced |