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, Q1 2025
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Mar 31, 2025. 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
- +3 vs. Q4 2024
- Shares held
- 20.0M
- −252.1K (−1.2%) vs. Q4 2024
- Total value
- $264.9M
- −$27.1M (−9.3%) vs. Q4 2024
- New holders
- 17
- 55 more added
- Sold out
- 14
- 52 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,775,298 | $23.5M | 0.00% | −78,243−4.2% | Reduced |
| LPL Financial LLC | 1,684,959 | $22.3M | 0.01% | +91,672+5.8% | Added |
| Invesco Ltd. | 1,468,301 | $19.4M | 0.00% | +21,937+1.5% | Added |
| Guggenheim Capital LLC | 1,298,255 | $17.1M | 0.16% | −21,419−1.6% | Reduced |
| Raymond James Financial Inc | 981,707 | $13.0M | 0.00% | −654−0.1% | Reduced |
| Paragon Financial Partners, Inc. | 817,222 | $10.8M | 8.46% | +44,934+5.8% | Added |
| Bank of America Corp | 726,426 | $9.60M | 0.00% | +76,584+11.8% | Added |
| UBS Group AG | 625,083 | $8.26M | 0.00% | −29,659−4.5% | Reduced |
| Principal Securities, Inc. | 557,451 | $8.03M | 0.18% | +4,003+0.7% | Added |
| Balanced Wealth Group LLC | 541,422 | $7.15M | 3.46% | −4,352−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 513,543 | $6.78M | 0.02% | +228,444+80.1% | Added |
| MML Investors Services, LLC | 455,751 | $6.02M | 0.02% | +162,532+55.4% | Added |
| Ameriprise Financial Inc | 406,229 | $5.37M | 0.00% | +129,913+47.0% | Added |
| Sims Investment Management, LLC | 395,917 | $5.23M | 2.34% | +2,901+0.7% | Added |
| Wells Fargo & Company | 386,663 | $5.11M | 0.00% | +42,498+12.3% | Added |
| Royal Bank of Canada | 350,271 | $4.63M | 0.00% | −1,390−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 309,423 | $4.09M | 0.01% | +2,595+0.8% | Added |
| Envestnet Asset Management Inc | 307,064 | $4.06M | 0.00% | −12,215−3.8% | Reduced |
| Franklin Resources Inc | 298,356 | $3.94M | 0.00% | +3,878+1.3% | Added |
| Truist Financial Corp | 295,426 | $3.90M | 0.01% | −14,776−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 272,239 | $3.60M | 0.01% | +3,145+1.2% | Added |
| Kingstone Capital Partners Texas, LLC | 265,231 | $3.50M | 2.82% | +39,143+17.3% | Added |
| Cornerstone Advisors, LLC | 252,619 | $3.34M | 0.14% | −591,244−70.1% | Reduced |
| Karpus Management, Inc. | 242,724 | $3.21M | 0.10% | −17,705−6.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 238,415 | $3.15M | 0.03% | +217,684+1,050.0% | Added |
| Cohen & Steers, Inc. | 201,931 | $2.67M | 0.00% | −8,000−3.8% | Reduced |
| Naples Global Advisors, LLC | 193,888 | $2.56M | 0.24% | −12,675−6.1% | Reduced |
| Ieq Capital, LLC | 162,975 | $2.15M | 0.02% | +33,673+26.0% | Added |
| Mariner, LLC | 159,963 | $2.11M | 0.00% | −1,875−1.2% | Reduced |
| Sharpepoint LLC | 156,540 | $2.03M | 1.78% | +34,695+28.5% | Added |
| Private Advisor Group, LLC | 152,099 | $2.01M | 0.01% | +2,649+1.8% | Added |
| Outlook Wealth Advisors, LLC | 139,124 | $1.84M | 0.51% | +34,113+32.5% | Added |
| Beacon Pointe Advisors, LLC | 122,991 | $1.62M | 0.02% | −23,150−15.8% | Reduced |
| Mutual Advisors, LLC | 124,445 | $1.60M | 0.05% | +822+0.7% | Added |
| Wedbush Securities Inc | 115,266 | $1.52M | 0.06% | −1,202−1.0% | Reduced |
| Investment Planning Advisors, Inc. | 112,591 | $1.49M | 0.60% | −40,388−26.4% | Reduced |
| Cetera Investment Advisers | 102,222 | $1.35M | 0.00% | +4,256+4.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 98,770 | $1.30M | 0.35% | +21,964+28.6% | Added |
| Advisors Asset Management, Inc. | 93,976 | $1.24M | 0.02% | +210+0.2% | Added |
| Cresset Asset Management, LLC | 83,444 | $1.10M | 0.01% | +1,754+2.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 75,280 | $994.4K | 0.05% | −24,093−24.2% | Reduced |
| Shaker Financial Services, LLC | 73,618 | $972.5K | 0.38% | −118,883−61.8% | Reduced |
| Stifel Financial Corp | 71,822 | $948.8K | 0.00% | +8,602+13.6% | Added |
| Meridian Wealth Management, LLC | 71,360 | $942.7K | 0.05% | +8,923+14.3% | Added |
| RMB Capital Management, LLC | 70,752 | $934.6K | 0.02% | +3,791+5.7% | Added |
| Rockefeller Capital Management L.P. | 66,444 | $877.7K | 0.00% | +13,409+25.3% | Added |
| Janney Montgomery Scott LLC | 65,490 | $865.0K | 0.00% | −4,516−6.5% | Reduced |
| Oppenheimer & Co Inc | 65,456 | $864.7K | 0.01% | −547−0.8% | Reduced |
| Kestra Advisory Services, LLC | 63,128 | $833.9K | 0.00% | +967+1.6% | Added |
| Arkadios Wealth Advisors | 58,766 | $776.3K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 52,963 | $699.6K | 0.03% | −765−1.4% | Reduced |
| HighTower Advisors, LLC | 49,303 | $651.3K | 0.00% | +854+1.8% | Added |
| Wealth Alliance Advisory Group, LLC | 47,046 | $621.5K | 0.13% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 44,436 | $587.0K | 0.02% | +274+0.6% | Added |
| Creative Planning | 43,977 | $580.9K | 0.00% | −178−0.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38,255 | $505.4K | 0.08% | +65+0.2% | Added |
| Wealth Effects LLC | 37,454 | $494.8K | 0.21% | −790−2.1% | Reduced |
| Mercer Global Advisors Inc | 36,363 | $480.4K | 0.00% | −805−2.2% | Reduced |
| IFG Advisory, LLC | 33,785 | $446.3K | 0.02% | 00.0% | Unchanged |
| Stableford Capital II LLC | 36,303 | $445.8K | 0.19% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33,229 | $439.0K | 0.06% | −3,457−9.4% | Reduced |
| GWM Advisors LLC | 33,038 | $436.4K | 0.00% | −200−0.6% | Reduced |
| Keeley-Teton Advisors, LLC | 32,815 | $433.5K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 32,148 | $424.7K | 0.02% | +1,026+3.3% | Added |
| Avory & Company, LLC | 30,308 | $400.4K | 0.26% | 00.0% | Unchanged |
| NBC Securities, Inc. | 29,520 | $389.0K | 0.03% | +29,489+95,125.8% | Added |
| Essex Financial Services, Inc. | 28,767 | $380.0K | 0.03% | +678+2.4% | Added |
| Dynamic Advisor Solutions LLC | 28,674 | $378.8K | 0.01% | +37+0.1% | Added |
| WCG Wealth Advisors LLC | 28,400 | $375.2K | 0.03% | +28,400 | New |
| Colony Group, LLC | 27,664 | $365.4K | 0.00% | −263−0.9% | Reduced |
| Everstar Asset Management, LLC | 27,060 | $357.5K | 0.24% | −6,300−18.9% | Reduced |
| National Asset Management, Inc. | 26,357 | $348.2K | 0.01% | −3,205−10.8% | Reduced |
| HBK Sorce Advisory LLC | 26,147 | $345.4K | 0.01% | −8,665−24.9% | Reduced |
| Flputnam Investment Management Co | 24,628 | $325.3K | 0.01% | +1,553+6.7% | Added |
| Belpointe Asset Management LLC | 24,098 | $318.3K | 0.02% | +24,098 | New |
| Fortis Capital Advisors, LLC | 24,098 | $318.3K | 0.06% | +24,098 | New |
| American Institute for Advanced Investment Management, LLP | 23,739 | $313.6K | 0.24% | +1,139+5.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,695 | $301.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 22,490 | $297.1K | 0.10% | +1,862+9.0% | Added |
| We Are One Seven, LLC | 20,471 | $270.4K | 0.01% | +3,409+20.0% | Added |
| Commons Capital, LLC | 20,243 | $267.4K | 0.25% | +966+5.0% | Added |
| Prospera Financial Services Inc | 18,334 | $242.2K | 0.01% | −13,209−41.9% | Reduced |
| Baird Financial Group, Inc. | 18,232 | $240.8K | 0.00% | −58−0.3% | Reduced |
| CI Private Wealth, LLC | 18,175 | $240.1K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 17,991 | $237.7K | 0.00% | −484−2.6% | Reduced |
| Sanctuary Advisors, LLC | 17,863 | $236.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 17,751 | $234.5K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 17,496 | $231.1K | 0.00% | +3,212+22.5% | Added |
| Equitable Holdings, Inc. | 17,363 | $229.4K | 0.00% | −3,600−17.2% | Reduced |
| Westend Capital Management, LLC | 17,358 | $229.3K | 0.09% | −9,556−35.5% | Reduced |
| TCFG Wealth Management, LLC | 17,345 | $229.1K | 0.12% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,242 | $227.8K | 0.09% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 17,189 | $227.1K | 0.09% | 00.0% | Unchanged |
| Millennium Management LLC | 17,148 | $226.5K | 0.00% | +17,148 | New |
| Summit Investment Advisory Services, LLC | 16,952 | $223.9K | 0.11% | +345+2.1% | Added |
| Cannon Advisors, Inc. | 16,943 | $223.8K | 0.21% | +352+2.1% | Added |
| Diversified Enterprises, LLC | 16,489 | $217.8K | 0.02% | −14−0.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 15,854 | $209.4K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,591 | $206.0K | 0.01% | −160−1.0% | Reduced |
| Elequin Capital LP | 15,282 | $201.9K | 0.04% | +15,282 | New |