Eaton Vance Tax-Managed Buy-Write Opportunities Fund - COM (ETV)

CUSIP: 27828Y108

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class
Equity / COM
Total 13F shares
14,830,862
Share change
+772,758
Total reported value
$248,178,131
Price per share
$16.74
Number of holders
153
Value change
+$12,937,985
Number of buys
66
Number of sells
37

Quarterly Holders Quick Answers

What is CUSIP 27828Y108?
CUSIP 27828Y108 identifies ETV - Eaton Vance Tax-Managed Buy-Write Opportunities Fund - COM in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of ETV - Eaton Vance Tax-Managed Buy-Write Opportunities Fund - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
1,496,924
$23,936,000 30 Sep 2021
13F
MORGAN STANLEY
13F
Company
class O/S missing
1,141,878
$18,259,000 30 Sep 2021
13F
Invesco Ltd.
13F
Company
class O/S missing
856,148
$13,690,000 30 Sep 2021
13F
GUGGENHEIM CAPITAL LLC
13F
Company
class O/S missing
710,036
$11,354,000 30 Sep 2021
13F
UBS Group AG
13F
Company
class O/S missing
636,741
$10,181,000 30 Sep 2021
13F
AMERIPRISE FINANCIAL INC
13F
Company
class O/S missing
593,732
$9,484,000 30 Sep 2021
13F
ROYAL BANK OF CANADA
13F
Company
class O/S missing
563,635
$9,012,000 30 Sep 2021
13F
RFG Advisory, LLC
13F
Company
class O/S missing
498,676
$7,974,000 30 Sep 2021
13F
OSAIC HOLDINGS, INC.
13F
Company
class O/S missing
475,120
$7,600,000 30 Sep 2021
13F
LPL Financial LLC
13F
Company
class O/S missing
451,786
$7,224,000 30 Sep 2021
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
347,812
$5,561,000 30 Sep 2021
13F
FRANKLIN RESOURCES INC
13F
Company
class O/S missing
320,545
$5,126,000 30 Sep 2021
13F
MARINER INDEPENDENT ADVISOR NETWORK, LLC
13F
Company
class O/S missing
317,613
$5,091,000 30 Sep 2021
13F
Raymond James Financial Services Advisors, Inc.
13F
Company
class O/S missing
285,887
$4,571,000 30 Sep 2021
13F
NAPLES GLOBAL ADVISORS, LLC
13F
Company
class O/S missing
255,303
$4,082,000 30 Sep 2021
13F
Arkadios Wealth Advisors
13F
Company
class O/S missing
251,507
$4,021,000 30 Sep 2021
13F
MML INVESTORS SERVICES, LLC
13F
Company
class O/S missing
242,947
$3,885,000 30 Sep 2021
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
class O/S missing
238,374
$3,812,000 30 Sep 2021
13F
Anfield Capital Management, LLC
13F
Company
class O/S missing
208,515
$3,334,000 30 Sep 2021
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
class O/S missing
203,389
$3,252,000 30 Sep 2021
13F
Cambridge Investment Research Advisors, Inc.
13F
Company
class O/S missing
198,400
$3,172,000 30 Sep 2021
13F
Hilltop Holdings Inc.
13F
Company
class O/S missing
175,167
$2,801,000 30 Sep 2021
13F
OPPENHEIMER & CO INC
13F
Company
class O/S missing
169,868
$2,716,000 30 Sep 2021
13F
Mutual Advisors, LLC
13F
Company
class O/S missing
158,158
$2,529,000 30 Sep 2021
13F
Beacon Pointe Advisors, LLC
13F
Company
class O/S missing
154,225
$2,466,000 30 Sep 2021
13F
Outlook Wealth Advisors, LLC
13F
Company
class O/S missing
119,267
$1,907,000 30 Sep 2021
13F
STIFEL FINANCIAL CORP
13F
Company
class O/S missing
95,817
$1,532,000 30 Sep 2021
13F
American Institute for Advanced Investment Management, LLP
13F
Company
class O/S missing
89,504
$1,431,000 30 Sep 2021
13F
Stratos Wealth Partners, LTD.
13F
Company
class O/S missing
87,100
$1,393,000 30 Sep 2021
13F
Texas Capital Bank Wealth Management Services Inc
13F
Company
class O/S missing
84,796
$1,356,000 30 Sep 2021
13F
United Asset Strategies, Inc.
13F
Company
class O/S missing
70,772
$1,132,000 30 Sep 2021
13F
Curi Capital, LLC
13F
Company
class O/S missing
70,703
$1,131,000 30 Sep 2021
13F
Nan Shan Life Insurance Co., Ltd.
13F
Company
class O/S missing
70,674
$1,130,000 30 Sep 2021
13F
D.A. DAVIDSON & CO.
13F
Company
class O/S missing
65,334
$1,045,000 30 Sep 2021
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
class O/S missing
58,484
$935,000 30 Sep 2021
13F
Kestra Advisory Services, LLC
13F
Company
class O/S missing
51,938
$830,000 30 Sep 2021
13F
Janney Montgomery Scott LLC
13F
Company
class O/S missing
51,400
$822,000 30 Sep 2021
13F
HBK Sorce Advisory LLC
13F
Company
class O/S missing
50,264
$804,000 30 Sep 2021
13F
Mariner, LLC
13F
Company
class O/S missing
48,657
$778,000 30 Sep 2021
13F
WEDBUSH SECURITIES INC
13F
Company
class O/S missing
47,178
$754,000 30 Sep 2021
13F
CENTAURUS FINANCIAL, INC.
13F
Company
class O/S missing
45,567
$729,000 30 Sep 2021
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
class O/S missing
44,266
$708,000 30 Sep 2021
13F
MERCER GLOBAL ADVISORS INC /ADV
13F
Company
class O/S missing
41,663
$666,000 30 Sep 2021
13F
COLONY GROUP LLC
13F
Company
class O/S missing
41,613
$665,000 30 Sep 2021
13F
Wealth Alliance Advisory Group, LLC
13F
Company
class O/S missing
40,502
$648,000 30 Sep 2021
13F
Kistler-Tiffany Companies, LLC
13F
Company
class O/S missing
38,819
$621,000 30 Sep 2021
13F
TRUIST FINANCIAL CORP
13F
Company
class O/S missing
38,451
$615,000 30 Sep 2021
13F
Obermeyer Wealth Partners
13F
Company
class O/S missing
38,438
$615,000 30 Sep 2021
13F
Creative Planning
13F
Company
class O/S missing
38,076
$609,000 30 Sep 2021
13F
Retirement Group, LLC
13F
Company
class O/S missing
37,572
$601,000 30 Sep 2021
13F

Institutional Holders of Eaton Vance Tax-Managed Buy-Write Opportunities Fund - COM (ETV) as of Q4 2021

As of 31 Dec 2021, Eaton Vance Tax-Managed Buy-Write Opportunities Fund - COM (ETV) was held by 153 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,830,862 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Invesco Ltd., GUGGENHEIM CAPITAL LLC, UBS Group AG, AMERIPRISE FINANCIAL INC, ROYAL BANK OF CANADA, RFG Advisory, LLC, LPL Financial LLC, and ADVISOR GROUP HOLDINGS, INC.. This page lists 153 institutional shareholders reporting positions in this security for the Q4 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders
136
Q4 2021 holders
153
Holder diff
17
Investor Q3 2021 Shares Q4 2021 Shares Share Diff Share Chg % Q3 2021 Value $ Q4 2021 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .