Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV- 交易所
- NYSE
- SEC CIK
- 0001322436
近 90 天,Eaton Vance Tax-Managed Buy-Write Opportunities Fund 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 193 家機構在 13F 申報持有,市值合計 $3.33 億;沒有大師持有。
2021 年第 2 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 143
- 較 2021 年第 1 季 +2 家
- 持有股數
- 1,278 萬
- 較 2021 年第 1 季 +56.3 萬 (+4.6%)
- 總市值
- $2.08 億
- 較 2021 年第 1 季 +$1,900 萬 (+10.0%)
- 新進機構
- 11
- 另有 57 家加碼
- 清倉機構
- 9
- 另有 35 家減碼
另有 1 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 ETV 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 193 | $3.33 億 |
| 2026 年第 1 季 | 182 | $3.02 億 |
| 2025 年第 4 季 | 184 | $3.15 億 |
| 2025 年第 3 季 | 185 | $3.05 億 |
| 2025 年第 2 季 | 186 | $2.85 億 |
| 2025 年第 1 季 | 178 | $2.65 億 |
| 2024 年第 4 季 | 178 | $2.93 億 |
| 2024 年第 3 季 | 166 | $2.60 億 |
| 2024 年第 2 季 | 157 | $2.59 億 |
| 2024 年第 1 季 | 152 | $2.38 億 |
| 2023 年第 4 季 | 160 | $2.22 億 |
| 2023 年第 3 季 | 150 | $1.85 億 |
| 2023 年第 2 季 | 149 | $2.00 億 |
| 2023 年第 1 季 | 147 | $1.72 億 |
| 2022 年第 4 季 | 153 | $1.68 億 |
| 2022 年第 3 季 | 146 | $1.80 億 |
| 2022 年第 2 季 | 154 | $2.04 億 |
| 2022 年第 1 季 | 159 | $2.39 億 |
| 2021 年第 4 季 | 154 | $2.48 億 |
| 2021 年第 3 季 | 136 | $2.14 億 |
| 2021 年第 2 季 | 143 | $2.08 億 |
| 2021 年第 1 季 | 142 | $1.89 億 |
2021 年第 2 季持有機構
每家機構持有 Eaton Vance Tax-Managed Buy-Write Opportunities Fund 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,506,458 | $2,453 萬 | 0.00% | +120,463+8.7% | 加碼 |
| Morgan Stanley | 1,007,303 | $1,640 萬 | 0.00% | +88,985+9.7% | 加碼 |
| Invesco Ltd. | 708,961 | $1,154 萬 | 0.00% | +49,290+7.5% | 加碼 |
| Ameriprise Financial Inc | 643,665 | $1,051 萬 | 0.00% | +74,342+13.1% | 加碼 |
| UBS Group AG | 620,881 | $1,011 萬 | 0.00% | +16,074+2.7% | 加碼 |
| Guggenheim Capital LLC | 581,556 | $946.8 萬 | 0.06% | +31,668+5.8% | 加碼 |
| Royal Bank of Canada | 542,119 | $882.5 萬 | 0.00% | −10,126−1.8% | 減碼 |
| RFG Advisory, LLC | 505,852 | $823.5 萬 | 0.73% | +16,625+3.4% | 加碼 |
| Advisor Group Holdings, Inc. | 495,307 | $806.2 萬 | 0.02% | −64,508−11.5% | 減碼 |
| LPL Financial LLC | 461,673 | $751.6 萬 | 0.01% | −8,447−1.8% | 減碼 |
| Wells Fargo & Company | 330,488 | $538.0 萬 | 0.00% | −2,478−0.7% | 減碼 |
| Franklin Resources Inc | 316,630 | $515.5 萬 | 0.00% | −3,602−1.1% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 313,276 | $510.0 萬 | 0.23% | +4,017+1.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 285,537 | $464.9 萬 | 0.01% | −19,056−6.3% | 減碼 |
| Arkadios Wealth Advisors | 262,379 | $427.1 萬 | 0.52% | +198,847+313.0% | 加碼 |
| Naples Global Advisors, LLC | 251,323 | $409.2 萬 | 0.57% | +16,570+7.1% | 加碼 |
| MML Investors Services, LLC | 235,609 | $383.6 萬 | 0.03% | +10,957+4.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 206,586 | $336.3 萬 | 0.02% | +14,846+7.7% | 加碼 |
| Anfield Capital Management, LLC | 203,553 | $331.4 萬 | 1.26% | +4,962+2.5% | 加碼 |
| Commonwealth Equity Services, LLC | 203,200 | $330.8 萬 | 0.01% | +9,751+5.0% | 加碼 |
| Raymond James & Associates | 200,380 | $326.2 萬 | 0.00% | +62,518+45.3% | 加碼 |
| Oppenheimer & Co Inc | 174,662 | $284.3 萬 | 0.05% | +13,853+8.6% | 加碼 |
| Mutual Advisors, LLC | 156,005 | $254.0 萬 | 0.15% | +2,280+1.5% | 加碼 |
| Hilltop Holdings Inc. | 136,811 | $222.6 萬 | 0.25% | −83,389−37.9% | 減碼 |
| Outlook Wealth Advisors, LLC | 105,524 | $171.8 萬 | 0.55% | +9,229+9.6% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 88,304 | $143.8 萬 | 1.01% | +1,024+1.2% | 加碼 |
| Stifel Financial Corp | 85,450 | $139.1 萬 | 0.00% | +12,878+17.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 79,379 | $129.2 萬 | 0.03% | +455+0.6% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 76,604 | $124.7 萬 | 0.16% | +3,653+5.0% | 加碼 |
| United Asset Strategies, Inc. | 71,629 | $116.6 萬 | 0.16% | −218−0.3% | 減碼 |
| RMB Capital Management, LLC | 70,703 | $115.1 萬 | 0.04% | −1,675−2.3% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 70,674 | $115.1 萬 | 0.02% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 63,751 | $103.8 萬 | 0.06% | +5,383+9.2% | 加碼 |
| D.A. Davidson & Co. | 61,878 | $100.7 萬 | 0.01% | +48,187+352.0% | 加碼 |
| Envestnet Asset Management Inc | 55,912 | $91.0 萬 | 0.00% | −13,400−19.3% | 減碼 |
| Mariner, LLC | 48,657 | $79.2 萬 | 0.00% | +40.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 48,005 | $78.1 萬 | 0.00% | −5,196−9.8% | 減碼 |
| Wedbush Securities Inc | 47,830 | $77.9 萬 | 0.04% | +14,057+41.6% | 加碼 |
| Janney Montgomery Scott LLC | 45,117 | $73.5 萬 | 0.00% | +20.0% | 加碼 |
| Kestra Advisory Services, LLC | 43,863 | $71.4 萬 | 0.01% | +14,531+49.5% | 加碼 |
| Mercer Global Advisors Inc | 41,663 | $67.8 萬 | 0.01% | −24,470−37.0% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 40,302 | $65.6 萬 | 0.32% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 39,199 | $63.8 萬 | 0.05% | +7,078+22.0% | 加碼 |
| Kistler-Tiffany Companies, LLC | 38,812 | $63.2 萬 | 0.15% | −276−0.7% | 減碼 |
| Truist Financial Corp | 38,741 | $63.1 萬 | 0.00% | +157+0.4% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 38,219 | $62.2 萬 | 0.03% | 00.0% | 不變 |
| Retirement Group, LLC | 37,572 | $61.2 萬 | 0.30% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 35,115 | $57.2 萬 | 0.01% | −794−2.2% | 減碼 |
| Creative Planning | 34,285 | $55.8 萬 | 0.00% | −3,870−10.1% | 減碼 |
| Castle Rock Wealth Management, LLC | 32,622 | $54.2 萬 | 0.20% | −11,770−26.5% | 減碼 |
| Brighton Jones LLC | 33,013 | $53.7 萬 | 0.03% | +33,013 | 新進 |
| Stableford Capital II LLC | 31,662 | $51.5 萬 | 0.25% | −1,075−3.3% | 減碼 |
| Cetera Advisor Networks LLC | 30,561 | $49.8 萬 | 0.01% | +3,202+11.7% | 加碼 |
| Keeley-Teton Advisors, LLC | 30,518 | $49.7 萬 | 0.05% | +546+1.8% | 加碼 |
| Private Advisor Group, LLC | 26,517 | $43.2 萬 | 0.00% | +8,110+44.1% | 加碼 |
| Birchcreek Wealth Management, LLC | 26,023 | $42.4 萬 | 0.41% | +2,049+8.5% | 加碼 |
| 55I, LLC | 25,868 | $42.1 萬 | 0.01% | +13,006+101.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 24,118 | $39.3 萬 | 0.03% | 00.0% | 不變 |
| National Asset Management, Inc. | 23,183 | $37.8 萬 | 0.01% | +3,932+20.4% | 加碼 |
| Legacy Wealth Partners, Inc. | 22,646 | $36.9 萬 | 0.21% | −31−0.1% | 減碼 |
| HighTower Advisors, LLC | 22,642 | $36.8 萬 | 0.00% | −4,953−17.9% | 減碼 |
| Diversified, LLC | 21,665 | $35.3 萬 | 0.20% | −692−3.1% | 減碼 |
| Cetera Investment Advisers | 21,623 | $35.2 萬 | 0.01% | +9,344+76.1% | 加碼 |
| Eaton Vance Management | 20,505 | $33.4 萬 | 0.00% | +900+4.6% | 加碼 |
| Steel Peak Wealth Management LLC | 20,049 | $32.6 萬 | 0.02% | −73−0.4% | 減碼 |
| Rockefeller Capital Management L.P. | 19,998 | $32.5 萬 | 0.00% | +1,453+7.8% | 加碼 |
| Colony Group LLC | 19,642 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 19,855 | $30.8 萬 | 0.04% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 18,882 | $30.7 萬 | 0.04% | +144+0.8% | 加碼 |
| Jacobi Capital Management LLC | 18,432 | $30.0 萬 | 0.04% | +307+1.7% | 加碼 |
| Keystone Financial Group | 17,680 | $28.8 萬 | 0.05% | −1,295−6.8% | 減碼 |
| Legacy Private Trust Co. | 17,650 | $28.7 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 17,341 | $28.2 萬 | 0.02% | −3,079−15.1% | 減碼 |
| Total Clarity Wealth Management, Inc. | 17,232 | $28.1 萬 | 0.16% | −1,433−7.7% | 減碼 |
| Wolverine Asset Management LLC | 17,192 | $27.9 萬 | 0.00% | −4,105−19.3% | 減碼 |
| Ahrens Investment Partners LLC | 17,100 | $27.8 萬 | 0.13% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 16,500 | $26.9 萬 | 0.04% | −2,776−14.4% | 減碼 |
| Ameritas Investment Company, LLC | 4,220 | $26.4 萬 | 0.01% | −6,930−62.2% | 減碼 |
| Citigroup Inc | 15,931 | $25.9 萬 | 0.00% | +200+1.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 15,909 | $25.9 萬 | 0.01% | +15,909 | 新進 |
| Capital CS Group, LLC | 15,814 | $25.7 萬 | 0.21% | +15,814 | 新進 |
| First Manhattan Co | 15,747 | $25.6 萬 | 0.00% | +325+2.1% | 加碼 |
| Barr E S & Co | 15,690 | $25.5 萬 | 0.02% | +5,690+56.9% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,157 | $24.7 萬 | 0.03% | +1,250+9.0% | 加碼 |
| Mid Atlantic Financial Management Inc | 14,791 | $24.1 萬 | 0.02% | −3,702−20.0% | 減碼 |
| Glenview State Bank Trust Dept. | 14,777 | $24.1 萬 | 0.07% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 14,651 | $23.9 萬 | 0.03% | +71+0.5% | 加碼 |
| River & Mercantile LLC | 14,030 | $22.8 萬 | 0.13% | 00.0% | 不變 |
| Cetera Advisors LLC | 13,809 | $22.5 萬 | 0.01% | +2,281+19.8% | 加碼 |
| V Wealth Advisors LLC | 13,515 | $22.0 萬 | 0.04% | +1,400+11.6% | 加碼 |
| OTA Financial Group L.P. | 13,281 | $21.6 萬 | 0.24% | +13,281 | 新進 |
| Principle Wealth Partners LLC | 12,800 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Inscription Capital, LLC | 12,800 | $20.8 萬 | 0.02% | +12,800 | 新進 |
| Dynamic Advisor Solutions LLC | 12,165 | $19.8 萬 | 0.02% | −919−7.0% | 減碼 |
| Laidlaw Wealth Management LLC | 11,860 | $19.3 萬 | 0.05% | +250+2.2% | 加碼 |
| Pinnacle Associates Ltd | 11,219 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 10,996 | $17.9 萬 | 0.01% | +900+8.9% | 加碼 |
| Alpha Cubed Investments, LLC | 10,988 | $17.9 萬 | 0.01% | +10,988 | 新進 |
| Kesler, Norman & Wride, LLC | 10,730 | $17.7 萬 | 0.04% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 10,781 | $17.6 萬 | 0.01% | 00.0% | 不變 |