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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 22,695 | $301.6K | 0.00% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 23,739 | $313.6K | 0.24% | +1,139+5.0% | 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 |
| Flputnam Investment Management Co | 24,628 | $325.3K | 0.01% | +1,553+6.7% | Added |
| HBK Sorce Advisory LLC | 26,147 | $345.4K | 0.01% | −8,665−24.9% | Reduced |
| National Asset Management, Inc. | 26,357 | $348.2K | 0.01% | −3,205−10.8% | Reduced |
| Everstar Asset Management, LLC | 27,060 | $357.5K | 0.24% | −6,300−18.9% | Reduced |
| Colony Group, LLC | 27,664 | $365.4K | 0.00% | −263−0.9% | Reduced |
| WCG Wealth Advisors LLC | 28,400 | $375.2K | 0.03% | +28,400 | New |
| Dynamic Advisor Solutions LLC | 28,674 | $378.8K | 0.01% | +37+0.1% | Added |
| Essex Financial Services, Inc. | 28,767 | $380.0K | 0.03% | +678+2.4% | Added |
| NBC Securities, Inc. | 29,520 | $389.0K | 0.03% | +29,489+95,125.8% | Added |
| Avory & Company, LLC | 30,308 | $400.4K | 0.26% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 32,148 | $424.7K | 0.02% | +1,026+3.3% | Added |
| Keeley-Teton Advisors, LLC | 32,815 | $433.5K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 33,038 | $436.4K | 0.00% | −200−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 33,229 | $439.0K | 0.06% | −3,457−9.4% | Reduced |
| Stableford Capital II LLC | 36,303 | $445.8K | 0.19% | 00.0% | Unchanged |
| IFG Advisory, LLC | 33,785 | $446.3K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 36,363 | $480.4K | 0.00% | −805−2.2% | Reduced |
| Wealth Effects LLC | 37,454 | $494.8K | 0.21% | −790−2.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38,255 | $505.4K | 0.08% | +65+0.2% | Added |
| Creative Planning | 43,977 | $580.9K | 0.00% | −178−0.4% | Reduced |
| Steel Peak Wealth Management LLC | 44,436 | $587.0K | 0.02% | +274+0.6% | Added |
| Wealth Alliance Advisory Group, LLC | 47,046 | $621.5K | 0.13% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 49,303 | $651.3K | 0.00% | +854+1.8% | Added |
| Focus Financial Network, Inc. | 52,963 | $699.6K | 0.03% | −765−1.4% | Reduced |
| Arkadios Wealth Advisors | 58,766 | $776.3K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 63,128 | $833.9K | 0.00% | +967+1.6% | Added |
| Oppenheimer & Co Inc | 65,456 | $864.7K | 0.01% | −547−0.8% | Reduced |
| Janney Montgomery Scott LLC | 65,490 | $865.0K | 0.00% | −4,516−6.5% | Reduced |
| Rockefeller Capital Management L.P. | 66,444 | $877.7K | 0.00% | +13,409+25.3% | Added |
| RMB Capital Management, LLC | 70,752 | $934.6K | 0.02% | +3,791+5.7% | Added |
| Meridian Wealth Management, LLC | 71,360 | $942.7K | 0.05% | +8,923+14.3% | Added |
| Stifel Financial Corp | 71,822 | $948.8K | 0.00% | +8,602+13.6% | Added |
| Shaker Financial Services, LLC | 73,618 | $972.5K | 0.38% | −118,883−61.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 75,280 | $994.4K | 0.05% | −24,093−24.2% | Reduced |
| Cresset Asset Management, LLC | 83,444 | $1.10M | 0.01% | +1,754+2.1% | Added |
| Advisors Asset Management, Inc. | 93,976 | $1.24M | 0.02% | +210+0.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 98,770 | $1.30M | 0.35% | +21,964+28.6% | Added |
| Cetera Investment Advisers | 102,222 | $1.35M | 0.00% | +4,256+4.3% | Added |
| Investment Planning Advisors, Inc. | 112,591 | $1.49M | 0.60% | −40,388−26.4% | Reduced |
| Wedbush Securities Inc | 115,266 | $1.52M | 0.06% | −1,202−1.0% | Reduced |
| Mutual Advisors, LLC | 124,445 | $1.60M | 0.05% | +822+0.7% | Added |
| Beacon Pointe Advisors, LLC | 122,991 | $1.62M | 0.02% | −23,150−15.8% | Reduced |
| Outlook Wealth Advisors, LLC | 139,124 | $1.84M | 0.51% | +34,113+32.5% | Added |
| Private Advisor Group, LLC | 152,099 | $2.01M | 0.01% | +2,649+1.8% | Added |
| Sharpepoint LLC | 156,540 | $2.03M | 1.78% | +34,695+28.5% | Added |
| Mariner, LLC | 159,963 | $2.11M | 0.00% | −1,875−1.2% | Reduced |
| Ieq Capital, LLC | 162,975 | $2.15M | 0.02% | +33,673+26.0% | Added |
| Naples Global Advisors, LLC | 193,888 | $2.56M | 0.24% | −12,675−6.1% | Reduced |
| Cohen & Steers, Inc. | 201,931 | $2.67M | 0.00% | −8,000−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 238,415 | $3.15M | 0.03% | +217,684+1,050.0% | Added |
| Karpus Management, Inc. | 242,724 | $3.21M | 0.10% | −17,705−6.8% | Reduced |
| Cornerstone Advisors, LLC | 252,619 | $3.34M | 0.14% | −591,244−70.1% | Reduced |
| Kingstone Capital Partners Texas, LLC | 265,231 | $3.50M | 2.82% | +39,143+17.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 272,239 | $3.60M | 0.01% | +3,145+1.2% | Added |
| Truist Financial Corp | 295,426 | $3.90M | 0.01% | −14,776−4.8% | Reduced |
| Franklin Resources Inc | 298,356 | $3.94M | 0.00% | +3,878+1.3% | Added |
| Envestnet Asset Management Inc | 307,064 | $4.06M | 0.00% | −12,215−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 309,423 | $4.09M | 0.01% | +2,595+0.8% | Added |
| Royal Bank of Canada | 350,271 | $4.63M | 0.00% | −1,390−0.4% | Reduced |
| Wells Fargo & Company | 386,663 | $5.11M | 0.00% | +42,498+12.3% | Added |
| Sims Investment Management, LLC | 395,917 | $5.23M | 2.34% | +2,901+0.7% | Added |
| Ameriprise Financial Inc | 406,229 | $5.37M | 0.00% | +129,913+47.0% | Added |
| MML Investors Services, LLC | 455,751 | $6.02M | 0.02% | +162,532+55.4% | Added |
| Advisor Group Holdings, Inc. | 513,543 | $6.78M | 0.02% | +228,444+80.1% | Added |
| Balanced Wealth Group LLC | 541,422 | $7.15M | 3.46% | −4,352−0.8% | Reduced |
| Principal Securities, Inc. | 557,451 | $8.03M | 0.18% | +4,003+0.7% | Added |
| UBS Group AG | 625,083 | $8.26M | 0.00% | −29,659−4.5% | Reduced |
| Bank of America Corp | 726,426 | $9.60M | 0.00% | +76,584+11.8% | Added |
| Paragon Financial Partners, Inc. | 817,222 | $10.8M | 8.46% | +44,934+5.8% | Added |
| Raymond James Financial Inc | 981,707 | $13.0M | 0.00% | −654−0.1% | Reduced |
| Guggenheim Capital LLC | 1,298,255 | $17.1M | 0.16% | −21,419−1.6% | Reduced |
| Invesco Ltd. | 1,468,301 | $19.4M | 0.00% | +21,937+1.5% | Added |
| LPL Financial LLC | 1,684,959 | $22.3M | 0.01% | +91,672+5.8% | Added |
| Morgan Stanley | 1,775,298 | $23.5M | 0.00% | −78,243−4.2% | Reduced |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −372,711−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −123,500−100.0% | Sold out |
| B&L Asset Management LLC | 0 | $0 | 0.00% | −25,666−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −20,449−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −18,340−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −13,392−100.0% | Sold out |
| Birchcreek Wealth Management, LLC | 0 | $0 | 0.00% | −12,593−100.0% | Sold out |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −12,151−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −11,882−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Executive Wealth Management, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |