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 |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 21,045 | $291.9K | 0.05% | −3,053−12.7% | Reduced |
| Triumph Capital Management | 23,349 | $323.9K | 0.10% | +859+3.8% | Added |
| B&L Asset Management LLC | 24,025 | $333.2K | 0.19% | +24,025 | New |
| American Institute for Advanced Investment Management, LLP | 22,670 | $334.8K | 0.24% | −1,069−4.5% | Reduced |
| Dynamic Advisor Solutions LLC | 24,280 | $336.8K | 0.01% | −4,394−15.3% | Reduced |
| Flputnam Investment Management Co | 24,628 | $341.6K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 25,960 | $360.1K | 0.22% | −1,100−4.1% | Reduced |
| HBK Sorce Advisory LLC | 26,047 | $361.3K | 0.01% | −100−0.4% | Reduced |
| Colony Group, LLC | 26,093 | $361.9K | 0.00% | −1,571−5.7% | Reduced |
| National Asset Management, Inc. | 26,825 | $372.1K | 0.02% | +468+1.8% | Added |
| IFG Advisory, LLC | 27,962 | $387.8K | 0.02% | −5,823−17.2% | Reduced |
| Essex Financial Services, Inc. | 29,315 | $406.6K | 0.03% | +548+1.9% | Added |
| NBC Securities, Inc. | 29,520 | $409.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 29,590 | $410.4K | 0.01% | +18,590+169.0% | Added |
| Avory & Company, LLC | 30,308 | $420.4K | 0.26% | 00.0% | Unchanged |
| HRT Financial LP | 30,629 | $424.0K | 0.00% | +30,629 | New |
| Wiley Bros.-Aintree Capital, LLC | 31,946 | $443.1K | 0.00% | +9,251+40.8% | Added |
| Mercer Global Advisors Inc | 32,457 | $450.2K | 0.00% | −3,906−10.7% | Reduced |
| Gladstone Institutional Advisory LLC | 32,692 | $453.4K | 0.02% | +544+1.7% | Added |
| Gamco Investors, Inc. Et Al | 32,815 | $455.1K | 0.00% | +32,815 | New |
| GPS Wealth Strategies Group, LLC | 33,229 | $460.9K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 33,771 | $468.4K | 0.00% | +33,771 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35,615 | $494.0K | 0.06% | −2,640−6.9% | Reduced |
| Kovack Advisors, Inc. | 37,132 | $515.0K | 0.05% | +26,862+261.6% | Added |
| Wealth Effects LLC | 37,219 | $516.2K | 0.19% | −235−0.6% | Reduced |
| Equitable Holdings, Inc. | 38,037 | $527.6K | 0.00% | +20,674+119.1% | Added |
| Stableford Capital II LLC | 39,106 | $538.9K | 0.20% | +2,803+7.7% | Added |
| Summit Financial, LLC | 41,928 | $581.5K | 0.01% | +41,928 | New |
| Steel Peak Wealth Management LLC | 42,124 | $584.3K | 0.02% | −2,312−5.2% | Reduced |
| Creative Planning | 43,418 | $602.2K | 0.00% | −559−1.3% | Reduced |
| WCG Wealth Advisors LLC | 44,476 | $616.9K | 0.04% | +16,076+56.6% | Added |
| Wealth Alliance Advisory Group, LLC | 46,649 | $647.0K | 0.12% | −397−0.8% | Reduced |
| Focus Financial Network, Inc. | 55,069 | $763.8K | 0.03% | +2,106+4.0% | Added |
| Farther Finance Advisors, LLC | 56,239 | $780.0K | 0.02% | +56,239 | New |
| HighTower Advisors, LLC | 57,737 | $800.8K | 0.00% | +8,434+17.1% | Added |
| Arkadios Wealth Advisors | 58,766 | $815.1K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 65,456 | $907.9K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 65,542 | $909.0K | 0.00% | +52+0.1% | Added |
| RMB Capital Management, LLC | 67,262 | $932.9K | 0.02% | −3,490−4.9% | Reduced |
| Kestra Advisory Services, LLC | 71,914 | $997.4K | 0.00% | +8,786+13.9% | Added |
| GWM Advisors LLC | 72,005 | $998.7K | 0.01% | +38,967+117.9% | Added |
| Meridian Wealth Management, LLC | 78,461 | $1.09M | 0.05% | +7,101+10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 80,280 | $1.11M | 0.06% | +5,000+6.6% | Added |
| Stifel Financial Corp | 81,207 | $1.13M | 0.00% | +9,385+13.1% | Added |
| Advisors Asset Management, Inc. | 84,237 | $1.17M | 0.02% | −9,739−10.4% | Reduced |
| Cresset Asset Management, LLC | 85,315 | $1.18M | 0.01% | +1,871+2.2% | Added |
| Cetera Investment Advisers | 93,655 | $1.30M | 0.00% | −8,567−8.4% | Reduced |
| Rockefeller Capital Management L.P. | 95,846 | $1.33M | 0.00% | +29,402+44.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 110,019 | $1.53M | 0.14% | +110,019 | New |
| Mutual Advisors, LLC | 111,956 | $1.54M | 0.04% | −12,489−10.0% | Reduced |
| Wedbush Securities Inc | 113,023 | $1.57M | 0.05% | −2,243−1.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 114,235 | $1.58M | 0.36% | +15,465+15.7% | Added |
| Ieq Capital, LLC | 131,302 | $1.82M | 0.01% | −31,673−19.4% | Reduced |
| Beacon Pointe Advisors, LLC | 133,369 | $1.85M | 0.02% | +10,378+8.4% | Added |
| Outlook Wealth Advisors, LLC | 136,632 | $1.90M | 0.49% | −2,492−1.8% | Reduced |
| Private Advisor Group, LLC | 154,815 | $2.15M | 0.01% | +2,716+1.8% | Added |
| Cohen & Steers, Inc. | 156,931 | $2.18M | 0.00% | −45,000−22.3% | Reduced |
| Sharpepoint LLC | 158,330 | $2.20M | 2.26% | +1,790+1.1% | Added |
| Mariner, LLC | 158,822 | $2.20M | 0.00% | −1,141−0.7% | Reduced |
| Naples Global Advisors, LLC | 160,688 | $2.23M | 0.19% | −33,200−17.1% | Reduced |
| Cornerstone Advisors, LLC | 165,152 | $2.29M | 0.08% | −87,467−34.6% | Reduced |
| Karpus Management, Inc. | 176,120 | $2.44M | 0.08% | −66,604−27.4% | Reduced |
| Shaker Financial Services, LLC | 203,026 | $2.82M | 1.02% | +129,408+175.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 238,321 | $3.31M | 0.01% | −33,918−12.5% | Reduced |
| Kingstone Capital Partners Texas, LLC | 245,669 | $3.41M | 2.22% | −19,562−7.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 277,332 | $3.85M | 0.03% | +38,917+16.3% | Added |
| Truist Financial Corp | 283,936 | $3.94M | 0.01% | −11,490−3.9% | Reduced |
| Franklin Resources Inc | 285,795 | $3.96M | 0.00% | −12,561−4.2% | Reduced |
| Envestnet Asset Management Inc | 299,715 | $4.16M | 0.00% | −7,349−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 310,736 | $4.31M | 0.01% | +1,313+0.4% | Added |
| Ameriprise Financial Inc | 356,885 | $4.94M | 0.00% | −49,344−12.1% | Reduced |
| Sims Investment Management, LLC | 392,741 | $5.45M | 2.19% | −3,176−0.8% | Reduced |
| Royal Bank of Canada | 404,676 | $5.61M | 0.00% | +54,405+15.5% | Added |
| Wells Fargo & Company | 428,499 | $5.94M | 0.00% | +41,836+10.8% | Added |
| MML Investors Services, LLC | 442,827 | $6.14M | 0.02% | −12,924−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 505,172 | $7.01M | 0.01% | −8,371−1.6% | Reduced |
| Balanced Wealth Group LLC | 558,514 | $7.70M | 3.34% | +17,092+3.2% | Added |
| UBS Group AG | 563,734 | $7.82M | 0.00% | −61,349−9.8% | Reduced |
| Principal Securities, Inc. | 629,276 | $8.73M | 0.16% | +71,825+12.9% | Added |
| Bank of America Corp | 773,562 | $10.7M | 0.00% | +47,136+6.5% | Added |
| Paragon Financial Partners, Inc. | 923,778 | $12.8M | 8.75% | +106,556+13.0% | Added |
| Raymond James Financial Inc | 984,979 | $13.7M | 0.00% | +3,272+0.3% | Added |
| Guggenheim Capital LLC | 1,289,350 | $17.9M | 0.15% | −8,905−0.7% | Reduced |
| Invesco Ltd. | 1,518,509 | $21.1M | 0.00% | +50,208+3.4% | Added |
| LPL Financial LLC | 1,737,482 | $24.1M | 0.01% | +52,523+3.1% | Added |
| Morgan Stanley | 1,750,201 | $24.3M | 0.00% | −25,097−1.4% | Reduced |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −17,189−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,148−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −15,282−100.0% | Sold out |
| Anderson Financial Strategies, LLC | 0 | $0 | 0.00% | −13,226−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −12,781−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −12,153−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,506−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −11,241−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −10,577−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −10,429−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −4,565−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |