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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | 加碼 |
| Bartlett & Co. LLC | 150 | $2,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 150 | $2,442 | 0.00% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 187 | $3,000 | 0.00% | +4+2.2% | 加碼 |
| Wagner Wealth Management, LLC | 225 | $4,000 | 0.00% | +225 | 新進 |
| Bellevue Asset Management, LLC | 333 | $5,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 333 | $5,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 400 | $7,000 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 552 | $9,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 617 | $1.00 萬 | 0.00% | +617 | 新進 |
| Sound Income Strategies, LLC | 675 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Security National Trust Co | 675 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Joseph P. Lucia & Associates, LLC | 750 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 843 | $1.40 萬 | 0.00% | +843 | 新進 |
| Enterprise Financial Services Corp | 946 | $1.50 萬 | 0.00% | −5,998−86.4% | 減碼 |
| CoreFirst Bank & Trust | 937 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 900 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Sonora Investment Management, LLC | 929 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 975 | $1.60 萬 | 0.01% | +20+2.1% | 加碼 |
| Advisory Services Network, LLC | 1,000 | $1.60 萬 | 0.00% | +1,000 | 新進 |
| Carroll Financial Associates, Inc. | 1,175 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 1,245 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,250 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,412 | $2.30 萬 | 0.00% | −1−0.1% | 減碼 |
| First Financial Corp | 1,500 | $2.40 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 1,517 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 1,618 | $2.60 萬 | 0.00% | −8,167−83.5% | 減碼 |
| FourThought Financial, LLC | 1,609 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,875 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,000 | $3.30 萬 | 0.00% | −600−23.1% | 減碼 |
| Tradition Wealth Management, LLC | 2,317 | $3.80 萬 | 0.01% | +48+2.1% | 加碼 |
| NEXT Financial Group, Inc | 2,394 | $3.90 萬 | 0.00% | +644+36.8% | 加碼 |
| Charter Oak Capital Management, LLC | 2,456 | $4.00 萬 | 0.01% | 00.0% | 不變 |
| Hoover Financial Advisors, Inc. | 2,516 | $4.10 萬 | 0.01% | +2,516 | 新進 |
| Princeton Global Asset Management LLC | 3,301 | $5.40 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 3,954 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 4,225 | $6.90 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 4,245 | $6.90 萬 | 0.00% | +300+7.6% | 加碼 |
| Fifth Third Bancorp | 5,740 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 5,900 | $9.60 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 6,159 | $10.0 萬 | 0.00% | +2,729+79.6% | 加碼 |
| Lakeview Capital Partners, LLC | 10,267 | $16.7 萬 | 0.07% | −999−8.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,740 | $17.5 萬 | 0.00% | −10,455−49.3% | 減碼 |
| AdvisorNet Financial, Inc | 10,781 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 10,730 | $17.7 萬 | 0.04% | 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 |
| Pinnacle Associates Ltd | 11,219 | $18.3 萬 | 0.00% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 11,860 | $19.3 萬 | 0.05% | +250+2.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 12,165 | $19.8 萬 | 0.02% | −919−7.0% | 減碼 |
| 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 |
| OTA Financial Group L.P. | 13,281 | $21.6 萬 | 0.24% | +13,281 | 新進 |
| V Wealth Advisors LLC | 13,515 | $22.0 萬 | 0.04% | +1,400+11.6% | 加碼 |
| Cetera Advisors LLC | 13,809 | $22.5 萬 | 0.01% | +2,281+19.8% | 加碼 |
| River & Mercantile LLC | 14,030 | $22.8 萬 | 0.13% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 14,651 | $23.9 萬 | 0.03% | +71+0.5% | 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 |
| SeaCrest Wealth Management, LLC | 15,157 | $24.7 萬 | 0.03% | +1,250+9.0% | 加碼 |
| Barr E S & Co | 15,690 | $25.5 萬 | 0.02% | +5,690+56.9% | 加碼 |
| First Manhattan Co | 15,747 | $25.6 萬 | 0.00% | +325+2.1% | 加碼 |
| Capital CS Group, LLC | 15,814 | $25.7 萬 | 0.21% | +15,814 | 新進 |
| 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 |
| Ameritas Investment Company, LLC | 4,220 | $26.4 萬 | 0.01% | −6,930−62.2% | 減碼 |
| Focused Wealth Management, Inc | 16,500 | $26.9 萬 | 0.04% | −2,776−14.4% | 減碼 |
| Ahrens Investment Partners LLC | 17,100 | $27.8 萬 | 0.13% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 17,192 | $27.9 萬 | 0.00% | −4,105−19.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 17,232 | $28.1 萬 | 0.16% | −1,433−7.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 17,341 | $28.2 萬 | 0.02% | −3,079−15.1% | 減碼 |
| Legacy Private Trust Co. | 17,650 | $28.7 萬 | 0.02% | 00.0% | 不變 |
| Keystone Financial Group | 17,680 | $28.8 萬 | 0.05% | −1,295−6.8% | 減碼 |
| Jacobi Capital Management LLC | 18,432 | $30.0 萬 | 0.04% | +307+1.7% | 加碼 |
| Laurel Wealth Advisors, Inc. | 18,882 | $30.7 萬 | 0.04% | +144+0.8% | 加碼 |
| Essex Financial Services, Inc. | 19,855 | $30.8 萬 | 0.04% | 00.0% | 不變 |
| Colony Group LLC | 19,642 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 19,998 | $32.5 萬 | 0.00% | +1,453+7.8% | 加碼 |
| Steel Peak Wealth Management LLC | 20,049 | $32.6 萬 | 0.02% | −73−0.4% | 減碼 |
| Eaton Vance Management | 20,505 | $33.4 萬 | 0.00% | +900+4.6% | 加碼 |
| Cetera Investment Advisers | 21,623 | $35.2 萬 | 0.01% | +9,344+76.1% | 加碼 |
| Diversified, LLC | 21,665 | $35.3 萬 | 0.20% | −692−3.1% | 減碼 |
| HighTower Advisors, LLC | 22,642 | $36.8 萬 | 0.00% | −4,953−17.9% | 減碼 |
| Legacy Wealth Partners, Inc. | 22,646 | $36.9 萬 | 0.21% | −31−0.1% | 減碼 |
| National Asset Management, Inc. | 23,183 | $37.8 萬 | 0.01% | +3,932+20.4% | 加碼 |
| Wealthcare Advisory Partners LLC | 24,118 | $39.3 萬 | 0.03% | 00.0% | 不變 |
| 55I, LLC | 25,868 | $42.1 萬 | 0.01% | +13,006+101.1% | 加碼 |
| Birchcreek Wealth Management, LLC | 26,023 | $42.4 萬 | 0.41% | +2,049+8.5% | 加碼 |
| Private Advisor Group, LLC | 26,517 | $43.2 萬 | 0.00% | +8,110+44.1% | 加碼 |
| Keeley-Teton Advisors, LLC | 30,518 | $49.7 萬 | 0.05% | +546+1.8% | 加碼 |
| Cetera Advisor Networks LLC | 30,561 | $49.8 萬 | 0.01% | +3,202+11.7% | 加碼 |
| Stableford Capital II LLC | 31,662 | $51.5 萬 | 0.25% | −1,075−3.3% | 減碼 |
| Brighton Jones LLC | 33,013 | $53.7 萬 | 0.03% | +33,013 | 新進 |
| Castle Rock Wealth Management, LLC | 32,622 | $54.2 萬 | 0.20% | −11,770−26.5% | 減碼 |
| Creative Planning | 34,285 | $55.8 萬 | 0.00% | −3,870−10.1% | 減碼 |
| Advisors Asset Management, Inc. | 35,115 | $57.2 萬 | 0.01% | −794−2.2% | 減碼 |
| Retirement Group, LLC | 37,572 | $61.2 萬 | 0.30% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 38,219 | $62.2 萬 | 0.03% | 00.0% | 不變 |
| Truist Financial Corp | 38,741 | $63.1 萬 | 0.00% | +157+0.4% | 加碼 |
| Kistler-Tiffany Companies, LLC | 38,812 | $63.2 萬 | 0.15% | −276−0.7% | 減碼 |