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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $14 | 0.00% | – | – |
| DecisionPoint Financial, LLC | 8 | $121 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9 | $130 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 31 | $460 | 0.04% | −28,250−99.9% | Reduced |
| Armstrong Advisory Group, Inc | 200 | $2.88K | 0.00% | +200 | New |
| Signature Resources Capital Management, LLC | 225 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.80K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 387 | $5.58K | 0.01% | +387 | New |
| Laurel Wealth Advisors LLC | 400 | $5.76K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $5.80K | 0.00% | −100−20.0% | Reduced |
| Larson Financial Group LLC | 500 | $7.21K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $7.46K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 636 | $9.17K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 685 | $9.45K | 0.00% | +685 | New |
| Dunhill Financial, LLC | 673 | $9.70K | 0.00% | +673 | New |
| CWM, LLC | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 793 | $11.4K | 0.00% | +793 | New |
| CoreFirst Bank & Trust | 937 | $13.5K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,063 | $15.3K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,114 | $16.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $18.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,446 | $20.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,820 | $25.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,003 | $28.9K | 0.01% | +2,003 | New |
| MAI Capital Management | 2,207 | $31.8K | 0.00% | +2,207 | New |
| Global Retirement Partners, LLC | 2,351 | $33.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,418 | $34.0K | 0.02% | +1,372+131.2% | Added |
| Barrett & Company, Inc. | 2,500 | $36.0K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,784 | $40.1K | 0.02% | +2,784 | New |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $43.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $51.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,671 | $52.9K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 4,565 | $65.8K | 0.07% | +4,565 | New |
| Private Trust Co NA | 5,127 | $73.9K | 0.01% | −2,436−32.2% | Reduced |
| BankPlus Trust Department | 5,560 | $80.1K | 0.03% | +5,560 | New |
| Carolinas Wealth Consulting LLC | 5,809 | $83.7K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6,700 | $88.5K | 0.04% | +6,700 | New |
| The PNC Financial Services Group, Inc. | 6,180 | $89.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6,420 | $92.5K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,900 | $99.4K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7,561 | $108.0K | 0.03% | 00.0% | Unchanged |
| Kentucky Trust Co | 8,252 | $118.9K | 0.07% | +8,252 | New |
| Olistico Wealth, LLC | 8,400 | $121.0K | 0.07% | 00.0% | Unchanged |
| Main Street Group, LTD | 8,444 | $121.7K | 0.05% | −6,417−43.2% | Reduced |
| Parallel Advisors, LLC | 8,650 | $124.6K | 0.00% | +110+1.3% | Added |
| Kovack Advisors, Inc. | 10,064 | $145.0K | 0.01% | +10,064 | New |
| Ameritas Advisory Services, LLC | 10,080 | $145.3K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,504 | $149.3K | 0.01% | −1,128,432−99.1% | Reduced |
| Clark Capital Management Group, Inc. | 10,395 | $149.8K | 0.00% | 00.0% | Unchanged |
| Capital CS Group, LLC | 10,464 | $150.8K | 0.20% | +108+1.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 10,495 | $151.0K | 0.06% | +10,495 | New |
| Cornerstone Wealth Management, LLC | 11,101 | $160.0K | 0.01% | −1,244−10.1% | Reduced |
| Kapstone Financial Advisors LLC | 11,185 | $160.4K | 0.09% | +11,185 | New |
| Wealthcare Advisory Partners LLC | 11,190 | $161.3K | 0.00% | +21+0.2% | Added |
| Pinnacle Associates Ltd | 11,219 | $161.7K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,388 | $164.1K | 0.00% | −500−4.2% | Reduced |
| J.W. Cole Advisors, Inc. | 11,882 | $171.2K | 0.01% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 12,151 | $175.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,166 | $175.3K | 0.00% | +1,738+16.7% | Added |
| Northwestern Mutual Wealth Management Co | 12,228 | $176.2K | 0.00% | +4,030+49.2% | Added |
| Focused Wealth Management, Inc | 12,248 | $176.5K | 0.02% | −1,886−13.3% | Reduced |
| Comerica Bank | 12,257 | $176.6K | 0.00% | +1,021+9.1% | Added |
| Empower Advisory Group, LLC | 12,466 | $179.6K | 0.00% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 12,593 | $181.5K | 0.11% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,781 | $184.2K | 0.00% | +592+4.9% | Added |
| Principle Wealth Partners LLC | 12,800 | $184.4K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,800 | $184.5K | 0.00% | +412+3.3% | Added |
| Jacobi Capital Management LLC | 13,176 | $189.9K | 0.01% | −362−2.7% | Reduced |
| Burford Brothers, Inc. | 13,200 | $190.2K | 0.09% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 13,226 | $190.6K | 0.11% | +13,226 | New |
| Clearstead Advisors, LLC | 13,392 | $193.0K | 0.00% | +13,392 | New |
| Wealth Enhancement Advisory Services, LLC | 14,284 | $205.8K | 0.00% | +1,344+10.4% | Added |
| AlphaStar Capital Management, LLC | 14,314 | $206.3K | 0.02% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 14,388 | $207.3K | 0.23% | +14,388 | New |
| Centaurus Financial, Inc. | 15,751 | $227.0K | 0.01% | +325+2.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 15,854 | $228.5K | 0.05% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 16,503 | $237.8K | 0.02% | −399−2.4% | Reduced |
| Cannon Advisors, Inc. | 16,591 | $239.1K | 0.20% | +3,766+29.4% | Added |
| Summit Investment Advisory Services, LLC | 16,607 | $239.3K | 0.12% | +343+2.1% | Added |
| Sigma Planning Corp | 16,687 | $240.5K | 0.01% | +3,597+27.5% | Added |
| CIBC Private Wealth Group, LLC | 17,162 | $244.9K | 0.00% | −3,150−15.5% | Reduced |
| We Are One Seven, LLC | 17,062 | $245.9K | 0.01% | −455−2.6% | Reduced |
| Robinson Capital Management, LLC | 17,189 | $247.7K | 0.10% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $248.5K | 0.10% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 17,345 | $249.9K | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 17,751 | $255.8K | 0.01% | −1,899−9.7% | Reduced |
| Sanctuary Advisors, LLC | 17,863 | $258.3K | 0.00% | −300−1.7% | Reduced |
| CI Private Wealth, LLC | 18,175 | $261.9K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,290 | $263.6K | 0.00% | −800−4.2% | Reduced |
| Cerity Partners LLC | 18,340 | $264.3K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 18,475 | $266.2K | 0.00% | −1,694−8.4% | Reduced |
| Commons Capital, LLC | 19,277 | $277.8K | 0.25% | +1,862+10.7% | Added |
| Buckingham Strategic Partners | 20,449 | $294.7K | 0.00% | −204−1.0% | Reduced |
| Triumph Capital Management | 20,628 | $297.2K | 0.10% | −1,822−8.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,731 | $298.7K | 0.00% | +1,288+6.6% | Added |
| Equitable Holdings, Inc. | 20,963 | $302.1K | 0.00% | +450+2.2% | Added |
| American Institute for Advanced Investment Management, LLP | 22,600 | $325.7K | 0.24% | −1,092−4.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 22,695 | $326.6K | 0.00% | 00.0% | Unchanged |