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, Q2 2025
Institutional positions in Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Jun 30, 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
- 186
- +9 vs. Q1 2025
- Shares held
- 20.5M
- +532.7K (+2.7%) vs. Q1 2025
- Total value
- $284.5M
- +$20.0M (+7.6%) vs. Q1 2025
- New holders
- 27
- 57 more added
- Sold out
- 18
- 50 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Buy-Write Opportunities Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,750,201 | $24.3M | 0.00% | −25,097−1.4% | Reduced |
| LPL Financial LLC | 1,737,482 | $24.1M | 0.01% | +52,523+3.1% | Added |
| Invesco Ltd. | 1,518,509 | $21.1M | 0.00% | +50,208+3.4% | Added |
| Guggenheim Capital LLC | 1,289,350 | $17.9M | 0.15% | −8,905−0.7% | Reduced |
| Raymond James Financial Inc | 984,979 | $13.7M | 0.00% | +3,272+0.3% | Added |
| Paragon Financial Partners, Inc. | 923,778 | $12.8M | 8.75% | +106,556+13.0% | Added |
| Bank of America Corp | 773,562 | $10.7M | 0.00% | +47,136+6.5% | Added |
| Principal Securities, Inc. | 629,276 | $8.73M | 0.16% | +71,825+12.9% | Added |
| UBS Group AG | 563,734 | $7.82M | 0.00% | −61,349−9.8% | Reduced |
| Balanced Wealth Group LLC | 558,514 | $7.70M | 3.34% | +17,092+3.2% | Added |
| Advisor Group Holdings, Inc. | 505,172 | $7.01M | 0.01% | −8,371−1.6% | Reduced |
| MML Investors Services, LLC | 442,827 | $6.14M | 0.02% | −12,924−2.8% | Reduced |
| Wells Fargo & Company | 428,499 | $5.94M | 0.00% | +41,836+10.8% | Added |
| Royal Bank of Canada | 404,676 | $5.61M | 0.00% | +54,405+15.5% | Added |
| Sims Investment Management, LLC | 392,741 | $5.45M | 2.19% | −3,176−0.8% | Reduced |
| Ameriprise Financial Inc | 356,885 | $4.94M | 0.00% | −49,344−12.1% | Reduced |
| Commonwealth Equity Services, LLC | 310,736 | $4.31M | 0.01% | +1,313+0.4% | Added |
| Envestnet Asset Management Inc | 299,715 | $4.16M | 0.00% | −7,349−2.4% | Reduced |
| Franklin Resources Inc | 285,795 | $3.96M | 0.00% | −12,561−4.2% | Reduced |
| Truist Financial Corp | 283,936 | $3.94M | 0.01% | −11,490−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 277,332 | $3.85M | 0.03% | +38,917+16.3% | Added |
| Kingstone Capital Partners Texas, LLC | 245,669 | $3.41M | 2.22% | −19,562−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 238,321 | $3.31M | 0.01% | −33,918−12.5% | Reduced |
| Shaker Financial Services, LLC | 203,026 | $2.82M | 1.02% | +129,408+175.8% | Added |
| Karpus Management, Inc. | 176,120 | $2.44M | 0.08% | −66,604−27.4% | Reduced |
| Cornerstone Advisors, LLC | 165,152 | $2.29M | 0.08% | −87,467−34.6% | Reduced |
| Naples Global Advisors, LLC | 160,688 | $2.23M | 0.19% | −33,200−17.1% | Reduced |
| Mariner, LLC | 158,822 | $2.20M | 0.00% | −1,141−0.7% | Reduced |
| Sharpepoint LLC | 158,330 | $2.20M | 2.26% | +1,790+1.1% | Added |
| Cohen & Steers, Inc. | 156,931 | $2.18M | 0.00% | −45,000−22.3% | Reduced |
| Private Advisor Group, LLC | 154,815 | $2.15M | 0.01% | +2,716+1.8% | Added |
| Outlook Wealth Advisors, LLC | 136,632 | $1.90M | 0.49% | −2,492−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 133,369 | $1.85M | 0.02% | +10,378+8.4% | Added |
| Ieq Capital, LLC | 131,302 | $1.82M | 0.01% | −31,673−19.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 114,235 | $1.58M | 0.36% | +15,465+15.7% | Added |
| Wedbush Securities Inc | 113,023 | $1.57M | 0.05% | −2,243−1.9% | Reduced |
| Mutual Advisors, LLC | 111,956 | $1.54M | 0.04% | −12,489−10.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 110,019 | $1.53M | 0.14% | +110,019 | New |
| Rockefeller Capital Management L.P. | 95,846 | $1.33M | 0.00% | +29,402+44.3% | Added |
| Cetera Investment Advisers | 93,655 | $1.30M | 0.00% | −8,567−8.4% | Reduced |
| Cresset Asset Management, LLC | 85,315 | $1.18M | 0.01% | +1,871+2.2% | Added |
| Advisors Asset Management, Inc. | 84,237 | $1.17M | 0.02% | −9,739−10.4% | Reduced |
| Stifel Financial Corp | 81,207 | $1.13M | 0.00% | +9,385+13.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 80,280 | $1.11M | 0.06% | +5,000+6.6% | Added |
| Meridian Wealth Management, LLC | 78,461 | $1.09M | 0.05% | +7,101+10.0% | Added |
| GWM Advisors LLC | 72,005 | $998.7K | 0.01% | +38,967+117.9% | Added |
| Kestra Advisory Services, LLC | 71,914 | $997.4K | 0.00% | +8,786+13.9% | Added |
| RMB Capital Management, LLC | 67,262 | $932.9K | 0.02% | −3,490−4.9% | Reduced |
| Janney Montgomery Scott LLC | 65,542 | $909.0K | 0.00% | +52+0.1% | Added |
| Oppenheimer & Co Inc | 65,456 | $907.9K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 58,766 | $815.1K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 57,737 | $800.8K | 0.00% | +8,434+17.1% | Added |
| Farther Finance Advisors, LLC | 56,239 | $780.0K | 0.02% | +56,239 | New |
| Focus Financial Network, Inc. | 55,069 | $763.8K | 0.03% | +2,106+4.0% | Added |
| Wealth Alliance Advisory Group, LLC | 46,649 | $647.0K | 0.12% | −397−0.8% | Reduced |
| WCG Wealth Advisors LLC | 44,476 | $616.9K | 0.04% | +16,076+56.6% | Added |
| Creative Planning | 43,418 | $602.2K | 0.00% | −559−1.3% | Reduced |
| Steel Peak Wealth Management LLC | 42,124 | $584.3K | 0.02% | −2,312−5.2% | Reduced |
| Summit Financial, LLC | 41,928 | $581.5K | 0.01% | +41,928 | New |
| Stableford Capital II LLC | 39,106 | $538.9K | 0.20% | +2,803+7.7% | Added |
| Equitable Holdings, Inc. | 38,037 | $527.6K | 0.00% | +20,674+119.1% | Added |
| Wealth Effects LLC | 37,219 | $516.2K | 0.19% | −235−0.6% | Reduced |
| Kovack Advisors, Inc. | 37,132 | $515.0K | 0.05% | +26,862+261.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35,615 | $494.0K | 0.06% | −2,640−6.9% | Reduced |
| Balyasny Asset Management LLC | 33,771 | $468.4K | 0.00% | +33,771 | New |
| GPS Wealth Strategies Group, LLC | 33,229 | $460.9K | 0.05% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 32,815 | $455.1K | 0.00% | +32,815 | New |
| Gladstone Institutional Advisory LLC | 32,692 | $453.4K | 0.02% | +544+1.7% | Added |
| Mercer Global Advisors Inc | 32,457 | $450.2K | 0.00% | −3,906−10.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 31,946 | $443.1K | 0.00% | +9,251+40.8% | Added |
| HRT Financial LP | 30,629 | $424.0K | 0.00% | +30,629 | New |
| Avory & Company, LLC | 30,308 | $420.4K | 0.26% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,590 | $410.4K | 0.01% | +18,590+169.0% | Added |
| NBC Securities, Inc. | 29,520 | $409.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 29,315 | $406.6K | 0.03% | +548+1.9% | Added |
| IFG Advisory, LLC | 27,962 | $387.8K | 0.02% | −5,823−17.2% | Reduced |
| National Asset Management, Inc. | 26,825 | $372.1K | 0.02% | +468+1.8% | Added |
| Colony Group, LLC | 26,093 | $361.9K | 0.00% | −1,571−5.7% | Reduced |
| HBK Sorce Advisory LLC | 26,047 | $361.3K | 0.01% | −100−0.4% | Reduced |
| Everstar Asset Management, LLC | 25,960 | $360.1K | 0.22% | −1,100−4.1% | Reduced |
| Flputnam Investment Management Co | 24,628 | $341.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 24,280 | $336.8K | 0.01% | −4,394−15.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 22,670 | $334.8K | 0.24% | −1,069−4.5% | Reduced |
| B&L Asset Management LLC | 24,025 | $333.2K | 0.19% | +24,025 | New |
| Triumph Capital Management | 23,349 | $323.9K | 0.10% | +859+3.8% | Added |
| Belpointe Asset Management LLC | 21,045 | $291.9K | 0.01% | −3,053−12.7% | Reduced |
| Fortis Capital Advisors, LLC | 21,045 | $291.9K | 0.05% | −3,053−12.7% | Reduced |
| Investment Planning Advisors, Inc. | 20,925 | $290.2K | 0.10% | −91,666−81.4% | Reduced |
| Buckingham Strategic Partners | 20,449 | $283.6K | 0.00% | +20,449 | New |
| Commons Capital, LLC | 20,406 | $283.0K | 0.22% | +163+0.8% | Added |
| D.A. Davidson & Co. | 20,079 | $278.5K | 0.00% | +2,088+11.6% | Added |
| Prospera Financial Services Inc | 18,715 | $259.6K | 0.00% | +381+2.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,295 | $255.0K | 0.00% | +799+4.6% | Added |
| CI Private Wealth, LLC | 18,175 | $252.1K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 17,863 | $247.8K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 17,855 | $247.6K | 0.08% | +497+2.9% | Added |
| Stratos Wealth Advisors, LLC | 17,751 | $246.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,744 | $246.1K | 0.00% | +17,744 | New |
| Baird Financial Group, Inc. | 17,681 | $245.2K | 0.00% | −551−3.0% | Reduced |
| We Are One Seven, LLC | 17,426 | $241.7K | 0.01% | −3,045−14.9% | Reduced |