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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 17,162 | $199.9K | 0.00% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 14,462 | $191.0K | 0.19% | +74+0.5% | Added |
| Insigneo Advisory Services, LLC | 14,398 | $190.2K | 0.02% | +14,398 | New |
| AlphaStar Capital Management, LLC | 14,314 | $189.1K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,315 | $175.9K | 0.01% | +139+1.1% | Added |
| Anderson Financial Strategies, LLC | 13,226 | $174.7K | 0.11% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 13,200 | $174.4K | 0.08% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 13,165 | $173.9K | 0.01% | +13,165 | New |
| Summit Global Investments | 13,000 | $172.0K | 0.01% | +13,000 | New |
| Principle Wealth Partners LLC | 12,800 | $169.1K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,781 | $168.8K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 12,466 | $164.7K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,389 | $163.7K | 0.00% | −411−3.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,378 | $163.5K | 0.01% | +12,378 | New |
| Northwestern Mutual Wealth Management Co | 12,369 | $163.4K | 0.00% | +141+1.2% | Added |
| Focused Wealth Management, Inc | 12,204 | $161.2K | 0.02% | −44−0.4% | Reduced |
| Sigma Planning Corp | 12,153 | $160.5K | 0.01% | −4,534−27.2% | Reduced |
| Jane Street Group, LLC | 11,506 | $152.0K | 0.00% | +11,506 | New |
| Arlington Capital Management, Inc. | 11,241 | $148.5K | 0.11% | −57,824−83.7% | Reduced |
| Comerica Bank | 11,236 | $148.4K | 0.00% | −1,021−8.3% | Reduced |
| Pinnacle Associates Ltd | 11,219 | $148.2K | 0.00% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 11,185 | $147.8K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,140 | $147.2K | 0.01% | +39+0.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 11,198 | $147.0K | 0.07% | +703+6.7% | Added |
| Atria Wealth Solutions, Inc. | 11,000 | $145.3K | 0.00% | −1,166−9.6% | Reduced |
| Capital CS Group, LLC | 10,577 | $139.7K | 0.24% | +113+1.1% | Added |
| Kingsview Wealth Management, LLC | 10,429 | $137.8K | 0.00% | −959−8.4% | Reduced |
| Clark Capital Management Group, Inc. | 10,395 | $137.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,080 | $135.9K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,270 | $135.7K | 0.01% | +206+2.0% | Added |
| Mosaic Family Wealth Partners, LLC | 10,213 | $134.9K | 0.02% | +10,213 | New |
| Wealthcare Advisory Partners LLC | 10,212 | $134.9K | 0.00% | −978−8.7% | Reduced |
| International Assets Investment Management, LLC | 10,204 | $134.8K | 0.01% | −300−2.9% | Reduced |
| Main Street Group, LTD | 9,967 | $131.7K | 0.05% | +1,523+18.0% | Added |
| Parallel Advisors, LLC | 8,800 | $116.2K | 0.00% | +150+1.7% | Added |
| Kentucky Trust Co | 8,252 | $109.0K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 7,561 | $108.0K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 7,734 | $102.2K | 0.06% | −666−7.9% | Reduced |
| Montag A & Associates Inc | 6,900 | $91.1K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6,700 | $88.5K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 6,420 | $84.8K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,180 | $81.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,808 | $76.7K | 0.02% | −10.0% | Reduced |
| Wolverine Asset Management LLC | 5,602 | $74.0K | 0.00% | +5,602 | New |
| BankPlus Trust Department | 5,560 | $73.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,400 | $71.3K | 0.00% | +4,900+980.0% | Added |
| Private Trust Co NA | 5,127 | $67.7K | 0.01% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 4,565 | $60.3K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,550 | $46.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,421 | $45.2K | 0.00% | −250−6.8% | Reduced |
| US Bancorp | 3,075 | $40.6K | 0.00% | +3,075 | New |
| Vermillion Wealth Management, Inc. | 2,784 | $36.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,500 | $33.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,207 | $29.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,003 | $26.5K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,820 | $24.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,446 | $19.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,297 | $17.1K | 0.00% | +1,297 | New |
| SOA Wealth Advisors, LLC. | 1,250 | $16.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,234 | $16.3K | 0.00% | +1,234 | New |
| Darwin Advisors, LLC | 1,114 | $16.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,099 | $15.0K | 0.01% | −1,319−54.5% | Reduced |
| Blume Capital Management, Inc. | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 793 | $10.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 636 | $8.40K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 630 | $8.00K | 0.00% | −70−10.0% | Reduced |
| Spire Wealth Management | 517 | $6.84K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 400 | $5.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 396 | $5.23K | 0.00% | −277−41.2% | Reduced |
| Allworth Financial LP | 400 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 333 | $4.40K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 225 | $2.97K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $2.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 175 | $2.31K | 0.00% | +175 | New |
| Concord Wealth Partners | 129 | $1.70K | 0.00% | +129 | New |
| Tower Research Capital LLC (TRC) | 26 | $343 | 0.00% | +17+188.9% | Added |
| Huntington National Bank | – | $13 | 0.00% | – | – |
| 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 |