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 |
|---|---|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 15,854 | $228.5K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,751 | $227.0K | 0.01% | +325+2.1% | Added |
| M.E. Allison & Co., Inc. | 14,388 | $207.3K | 0.23% | +14,388 | New |
| AlphaStar Capital Management, LLC | 14,314 | $206.3K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,284 | $205.8K | 0.00% | +1,344+10.4% | Added |
| Clearstead Advisors, LLC | 13,392 | $193.0K | 0.00% | +13,392 | New |
| Anderson Financial Strategies, LLC | 13,226 | $190.6K | 0.11% | +13,226 | New |
| Burford Brothers, Inc. | 13,200 | $190.2K | 0.09% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,176 | $189.9K | 0.01% | −362−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 12,800 | $184.5K | 0.00% | +412+3.3% | Added |
| Principle Wealth Partners LLC | 12,800 | $184.4K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,781 | $184.2K | 0.00% | +592+4.9% | Added |
| Birchcreek Wealth Management, LLC | 12,593 | $181.5K | 0.11% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 12,466 | $179.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12,257 | $176.6K | 0.00% | +1,021+9.1% | Added |
| Focused Wealth Management, Inc | 12,248 | $176.5K | 0.02% | −1,886−13.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,228 | $176.2K | 0.00% | +4,030+49.2% | Added |
| Atria Wealth Solutions, Inc. | 12,166 | $175.3K | 0.00% | +1,738+16.7% | Added |
| Mill Creek Capital Advisors, LLC | 12,151 | $175.1K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,882 | $171.2K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,388 | $164.1K | 0.00% | −500−4.2% | Reduced |
| Pinnacle Associates Ltd | 11,219 | $161.7K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,190 | $161.3K | 0.00% | +21+0.2% | Added |
| Kapstone Financial Advisors LLC | 11,185 | $160.4K | 0.09% | +11,185 | New |
| Cornerstone Wealth Management, LLC | 11,101 | $160.0K | 0.01% | −1,244−10.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 10,495 | $151.0K | 0.06% | +10,495 | New |
| Capital CS Group, LLC | 10,464 | $150.8K | 0.20% | +108+1.0% | Added |
| Clark Capital Management Group, Inc. | 10,395 | $149.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,504 | $149.3K | 0.01% | −1,128,432−99.1% | Reduced |
| Ameritas Advisory Services, LLC | 10,080 | $145.3K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,064 | $145.0K | 0.01% | +10,064 | New |
| Parallel Advisors, LLC | 8,650 | $124.6K | 0.00% | +110+1.3% | Added |
| Main Street Group, LTD | 8,444 | $121.7K | 0.05% | −6,417−43.2% | Reduced |
| Olistico Wealth, LLC | 8,400 | $121.0K | 0.07% | 00.0% | Unchanged |
| Kentucky Trust Co | 8,252 | $118.9K | 0.07% | +8,252 | New |
| Avion Wealth | 7,561 | $108.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,900 | $99.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6,420 | $92.5K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,180 | $89.1K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6,700 | $88.5K | 0.04% | +6,700 | New |
| Carolinas Wealth Consulting LLC | 5,809 | $83.7K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,560 | $80.1K | 0.03% | +5,560 | New |
| Private Trust Co NA | 5,127 | $73.9K | 0.01% | −2,436−32.2% | Reduced |
| Mountain Hill Investment Partners Corp. | 4,565 | $65.8K | 0.07% | +4,565 | New |
| Harbour Investments, Inc. | 3,671 | $52.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $51.2K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $43.2K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,784 | $40.1K | 0.02% | +2,784 | New |
| Barrett & Company, Inc. | 2,500 | $36.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,418 | $34.0K | 0.02% | +1,372+131.2% | Added |
| Global Retirement Partners, LLC | 2,351 | $33.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,207 | $31.8K | 0.00% | +2,207 | New |
| Park Place Capital Corp | 2,003 | $28.9K | 0.01% | +2,003 | New |
| Bokf, NA | 1,820 | $25.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,446 | $20.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,114 | $16.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,063 | $15.3K | 0.00% | 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 |
| CoreFirst Bank & Trust | 937 | $13.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 793 | $11.4K | 0.00% | +793 | New |
| CWM, LLC | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 673 | $9.70K | 0.00% | +673 | New |
| Synergy Financial Management, LLC | 685 | $9.45K | 0.00% | +685 | New |
| JPMorgan Chase & Co | 636 | $9.17K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 517 | $7.46K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 500 | $7.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $5.80K | 0.00% | −100−20.0% | Reduced |
| Laurel Wealth Advisors LLC | 400 | $5.76K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 387 | $5.58K | 0.01% | +387 | New |
| Bellevue Asset Management, LLC | 333 | $4.80K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 225 | $3.24K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $2.88K | 0.00% | +200 | New |
| NBC Securities, Inc. | 31 | $460 | 0.04% | −28,250−99.9% | Reduced |
| Tower Research Capital LLC (TRC) | 9 | $130 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $121 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $14 | 0.00% | – | – |
| 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 |