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 |
|---|---|---|---|---|---|
| Flputnam Investment Management Co | 23,075 | $332.5K | 0.01% | −500−2.1% | Reduced |
| B&L Asset Management LLC | 25,666 | $369.8K | 0.23% | −2,070−7.5% | Reduced |
| Westend Capital Management, LLC | 26,914 | $387.8K | 0.12% | +17,418+183.4% | Added |
| Colony Group, LLC | 27,927 | $402.4K | 0.00% | +1,546+5.9% | Added |
| Essex Financial Services, Inc. | 28,089 | $404.8K | 0.03% | +329+1.2% | Added |
| Dynamic Advisor Solutions LLC | 28,637 | $412.7K | 0.02% | −3,990−12.2% | Reduced |
| National Asset Management, Inc. | 29,562 | $427.5K | 0.01% | +336+1.1% | Added |
| Avory & Company, LLC | 30,308 | $436.7K | 0.24% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 31,122 | $448.5K | 0.02% | −463−1.5% | Reduced |
| Prospera Financial Services Inc | 31,543 | $454.6K | 0.01% | +625+2.0% | Added |
| Executive Wealth Management, LLC | 32,088 | $462.4K | 0.04% | +32,088 | New |
| Keeley-Teton Advisors, LLC | 32,815 | $472.9K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 33,238 | $479.0K | 0.00% | −6,425−16.2% | Reduced |
| Everstar Asset Management, LLC | 33,360 | $480.7K | 0.34% | −300−0.9% | Reduced |
| IFG Advisory, LLC | 33,785 | $486.8K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 34,812 | $501.6K | 0.02% | 00.0% | Unchanged |
| Stableford Capital II LLC | 36,303 | $523.1K | 0.21% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 36,686 | $528.6K | 0.07% | +2,841+8.4% | Added |
| Mercer Global Advisors Inc | 37,168 | $535.6K | 0.00% | +6,854+22.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38,190 | $550.4K | 0.11% | +25,587+203.0% | Added |
| Wealth Effects LLC | 38,244 | $551.1K | 0.20% | −2,936−7.1% | Reduced |
| Creative Planning | 44,155 | $636.3K | 0.00% | −1,438−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 44,162 | $636.4K | 0.03% | +995+2.3% | Added |
| Wealth Alliance Advisory Group, LLC | 47,046 | $677.9K | 0.14% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 48,449 | $698.2K | 0.00% | −3,103−6.0% | Reduced |
| Rockefeller Capital Management L.P. | 53,035 | $764.2K | 0.00% | +10,000+23.2% | Added |
| Focus Financial Network, Inc. | 53,728 | $774.2K | 0.03% | +1,298+2.5% | Added |
| Arkadios Wealth Advisors | 58,766 | $846.8K | 0.05% | +30,308+106.5% | Added |
| Kestra Advisory Services, LLC | 62,161 | $895.7K | 0.00% | +32,570+110.1% | Added |
| Meridian Wealth Management, LLC | 62,437 | $899.7K | 0.04% | +9,694+18.4% | Added |
| Stifel Financial Corp | 63,220 | $911.0K | 0.00% | +3,216+5.4% | Added |
| Oppenheimer & Co Inc | 66,003 | $951.1K | 0.01% | −2,954−4.3% | Reduced |
| RMB Capital Management, LLC | 66,961 | $964.9K | 0.02% | +140+0.2% | Added |
| Arlington Capital Management, Inc. | 69,065 | $995.2K | 0.69% | +5,102+8.0% | Added |
| Janney Montgomery Scott LLC | 70,006 | $1.01M | 0.00% | −1,481−2.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 76,806 | $1.11M | 0.32% | +25,981+51.1% | Added |
| Cresset Asset Management, LLC | 81,690 | $1.18M | 0.01% | +1,685+2.1% | Added |
| Advisors Asset Management, Inc. | 93,766 | $1.35M | 0.02% | −1,647−1.7% | Reduced |
| Cetera Investment Advisers | 97,966 | $1.41M | 0.00% | +1,194+1.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 99,373 | $1.43M | 0.07% | −1,439−1.4% | Reduced |
| Outlook Wealth Advisors, LLC | 105,011 | $1.51M | 0.43% | −4,484−4.1% | Reduced |
| Wedbush Securities Inc | 116,468 | $1.68M | 0.06% | +21,201+22.3% | Added |
| Sharpepoint LLC | 121,845 | $1.76M | 1.58% | +121,845 | New |
| Mutual Advisors, LLC | 123,623 | $1.76M | 0.05% | +1,729+1.4% | Added |
| Stratos Wealth Partners, LTD. | 123,500 | $1.78M | 0.03% | −707−0.6% | Reduced |
| Ieq Capital, LLC | 129,302 | $1.86M | 0.02% | −5,663−4.2% | Reduced |
| Beacon Pointe Advisors, LLC | 146,141 | $2.11M | 0.02% | −44,226−23.2% | Reduced |
| Private Advisor Group, LLC | 149,450 | $2.15M | 0.01% | +942+0.6% | Added |
| Investment Planning Advisors, Inc. | 152,979 | $2.20M | 0.96% | −102−0.1% | Reduced |
| Mariner, LLC | 161,838 | $2.33M | 0.00% | +3,552+2.2% | Added |
| Shaker Financial Services, LLC | 192,501 | $2.77M | 1.06% | −108,801−36.1% | Reduced |
| Naples Global Advisors, LLC | 206,563 | $2.98M | 0.28% | −2,035−1.0% | Reduced |
| Cohen & Steers, Inc. | 209,931 | $3.02M | 0.01% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 226,088 | $3.26M | 2.65% | +226,088 | New |
| Karpus Management, Inc. | 260,429 | $3.75M | 0.11% | −7,443−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 269,094 | $3.88M | 0.01% | +11,794+4.6% | Added |
| Ameriprise Financial Inc | 276,316 | $3.99M | 0.00% | +44,573+19.2% | Added |
| Advisor Group Holdings, Inc. | 285,099 | $4.11M | 0.01% | +149+0.1% | Added |
| MML Investors Services, LLC | 293,219 | $4.22M | 0.01% | +5,620+2.0% | Added |
| Franklin Resources Inc | 294,478 | $4.24M | 0.00% | −6,749−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 306,828 | $4.42M | 0.01% | +3,419+1.1% | Added |
| Truist Financial Corp | 310,202 | $4.47M | 0.01% | +889+0.3% | Added |
| Envestnet Asset Management Inc | 319,279 | $4.60M | 0.00% | +2,447+0.8% | Added |
| Wells Fargo & Company | 344,165 | $4.96M | 0.00% | +22,104+6.9% | Added |
| Royal Bank of Canada | 351,661 | $5.07M | 0.00% | +1,337+0.4% | Added |
| Penserra Capital Management LLC | 372,711 | $5.37M | 0.10% | +25,111+7.2% | Added |
| Sims Investment Management, LLC | 393,016 | $5.66M | 3.20% | +393,016 | New |
| Balanced Wealth Group LLC | 545,774 | $7.87M | 3.53% | +21,822+4.2% | Added |
| Principal Securities, Inc. | 553,448 | $7.98M | 0.18% | +22,491+4.2% | Added |
| Bank of America Corp | 649,842 | $9.36M | 0.00% | −10,515−1.6% | Reduced |
| UBS Group AG | 654,742 | $9.43M | 0.00% | +58,559+9.8% | Added |
| Paragon Financial Partners, Inc. | 772,288 | $11.1M | 8.38% | +772,288 | New |
| Cornerstone Advisors, LLC | 843,863 | $12.2M | 0.48% | −368,973−30.4% | Reduced |
| Raymond James Financial Inc | 982,361 | $14.2M | 0.01% | +982,361 | New |
| Guggenheim Capital LLC | 1,319,674 | $19.0M | 0.16% | +204,988+18.4% | Added |
| Invesco Ltd. | 1,446,364 | $20.8M | 0.00% | +39,241+2.8% | Added |
| LPL Financial LLC | 1,593,287 | $23.0M | 0.01% | −22,875−1.4% | Reduced |
| Morgan Stanley | 1,853,541 | $26.7M | 0.00% | +31,313+1.7% | Added |
| Innova Wealth Partners | 0 | $0 | 0.00% | −63,963−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,827−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −17,227−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −15,621−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,181−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −10,181−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Diversified, LLC | – | – | – | – | Not filed |