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 3 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2021/9/30 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
- 136
- 較 2021 年第 2 季 −3 家
- 持有股數
- 1,338 萬
- 較 2021 年第 2 季 +64.3 萬 (+5.0%)
- 總市值
- $2.14 億
- 較 2021 年第 2 季 +$641.9 萬 (+3.1%)
- 新進機構
- 7
- 另有 54 家加碼
- 清倉機構
- 10
- 另有 32 家減碼
另有 4 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,496,924 | $2,394 萬 | 0.00% | −9,534−0.6% | 減碼 |
| Morgan Stanley | 1,141,878 | $1,826 萬 | 0.00% | +134,575+13.4% | 加碼 |
| Invesco Ltd. | 856,148 | $1,369 萬 | 0.00% | +147,187+20.8% | 加碼 |
| Guggenheim Capital LLC | 710,036 | $1,135 萬 | 0.07% | +128,480+22.1% | 加碼 |
| UBS Group AG | 636,741 | $1,018 萬 | 0.00% | +15,860+2.6% | 加碼 |
| Ameriprise Financial Inc | 593,732 | $948.4 萬 | 0.00% | −49,933−7.8% | 減碼 |
| Royal Bank of Canada | 563,635 | $901.2 萬 | 0.00% | +21,516+4.0% | 加碼 |
| RFG Advisory, LLC | 498,676 | $797.4 萬 | 0.66% | −7,176−1.4% | 減碼 |
| Advisor Group Holdings, Inc. | 475,120 | $760.0 萬 | 0.02% | −20,187−4.1% | 減碼 |
| LPL Financial LLC | 451,786 | $722.4 萬 | 0.01% | −9,887−2.1% | 減碼 |
| Wells Fargo & Company | 347,812 | $556.1 萬 | 0.00% | +17,324+5.2% | 加碼 |
| Franklin Resources Inc | 320,545 | $512.6 萬 | 0.00% | +3,915+1.2% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 317,613 | $509.1 萬 | 0.25% | +4,337+1.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 285,887 | $457.1 萬 | 0.01% | +350+0.1% | 加碼 |
| Naples Global Advisors, LLC | 255,303 | $408.2 萬 | 0.54% | +3,980+1.6% | 加碼 |
| Arkadios Wealth Advisors | 251,507 | $402.1 萬 | 0.58% | −10,872−4.1% | 減碼 |
| MML Investors Services, LLC | 242,947 | $388.5 萬 | 0.03% | +7,338+3.1% | 加碼 |
| Raymond James & Associates | 238,374 | $381.2 萬 | 0.00% | +37,994+19.0% | 加碼 |
| Anfield Capital Management, LLC | 208,515 | $333.4 萬 | 1.04% | +4,962+2.4% | 加碼 |
| Commonwealth Equity Services, LLC | 203,389 | $325.2 萬 | 0.01% | +189+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 198,400 | $317.2 萬 | 0.02% | −8,186−4.0% | 減碼 |
| Hilltop Holdings Inc. | 175,167 | $280.1 萬 | 0.31% | +38,356+28.0% | 加碼 |
| Oppenheimer & Co Inc | 169,868 | $271.6 萬 | 0.05% | −4,794−2.7% | 減碼 |
| Mutual Advisors, LLC | 158,158 | $252.9 萬 | 0.15% | +2,153+1.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 154,225 | $246.6 萬 | 0.06% | +138,316+869.4% | 加碼 |
| Outlook Wealth Advisors, LLC | 119,267 | $190.7 萬 | 0.62% | +13,743+13.0% | 加碼 |
| Stifel Financial Corp | 95,817 | $153.2 萬 | 0.00% | +10,367+12.1% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 89,504 | $143.1 萬 | 1.01% | +1,200+1.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 87,100 | $139.3 萬 | 0.04% | +7,721+9.7% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 84,796 | $135.6 萬 | 0.14% | +8,192+10.7% | 加碼 |
| United Asset Strategies, Inc. | 70,772 | $113.2 萬 | 0.15% | −857−1.2% | 減碼 |
| RMB Capital Management, LLC | 70,703 | $113.1 萬 | 0.04% | 00.0% | 不變 |
| Nan Shan Life Insurance Co., Ltd. | 70,674 | $113.0 萬 | 0.02% | 00.0% | 不變 |
| D.A. Davidson & Co. | 65,334 | $104.5 萬 | 0.01% | +3,456+5.6% | 加碼 |
| Envestnet Asset Management Inc | 58,484 | $93.5 萬 | 0.00% | +2,572+4.6% | 加碼 |
| Kestra Advisory Services, LLC | 51,938 | $83.0 萬 | 0.01% | +8,075+18.4% | 加碼 |
| Janney Montgomery Scott LLC | 51,400 | $82.2 萬 | 0.00% | +6,283+13.9% | 加碼 |
| HBK Sorce Advisory LLC | 50,264 | $80.4 萬 | 0.04% | −13,487−21.2% | 減碼 |
| Mariner, LLC | 48,657 | $77.8 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 47,178 | $75.4 萬 | 0.04% | −652−1.4% | 減碼 |
| Centaurus Financial, Inc. | 45,567 | $72.9 萬 | 0.06% | +6,368+16.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 44,266 | $70.8 萬 | 0.00% | −3,739−7.8% | 減碼 |
| Mercer Global Advisors Inc | 41,663 | $66.6 萬 | 0.00% | 00.0% | 不變 |
| Colony Group LLC | 41,613 | $66.5 萬 | 0.01% | +21,971+111.9% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 40,502 | $64.8 萬 | 0.32% | +200+0.5% | 加碼 |
| Kistler-Tiffany Companies, LLC | 38,819 | $62.1 萬 | 0.14% | +70.0% | 加碼 |
| Truist Financial Corp | 38,451 | $61.5 萬 | 0.00% | −290−0.7% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 38,438 | $61.5 萬 | 0.03% | +219+0.6% | 加碼 |
| Creative Planning | 38,076 | $60.9 萬 | 0.00% | +3,791+11.1% | 加碼 |
| Retirement Group, LLC | 37,572 | $60.1 萬 | 0.28% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 34,633 | $55.4 萬 | 0.01% | −482−1.4% | 減碼 |
| Brighton Jones LLC | 33,714 | $53.9 萬 | 0.03% | +701+2.1% | 加碼 |
| Cetera Advisor Networks LLC | 33,467 | $53.5 萬 | 0.01% | +2,906+9.5% | 加碼 |
| Stableford Capital II LLC | 31,587 | $52.2 萬 | 0.26% | −75−0.2% | 減碼 |
| Keeley-Teton Advisors, LLC | 30,891 | $49.4 萬 | 0.05% | +373+1.2% | 加碼 |
| Private Advisor Group, LLC | 29,127 | $46.6 萬 | 0.00% | +2,610+9.8% | 加碼 |
| Castle Rock Wealth Management, LLC | 25,505 | $42.5 萬 | 0.15% | −7,117−21.8% | 減碼 |
| Birchcreek Wealth Management, LLC | 25,874 | $41.4 萬 | 0.39% | −149−0.6% | 減碼 |
| Cetera Investment Advisers | 25,613 | $41.0 萬 | 0.01% | +3,990+18.5% | 加碼 |
| Capital CS Group, LLC | 24,732 | $39.8 萬 | 0.37% | +8,918+56.4% | 加碼 |
| HighTower Advisors, LLC | 24,197 | $38.8 萬 | 0.00% | +1,555+6.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 24,118 | $38.6 萬 | 0.03% | 00.0% | 不變 |
| 55I, LLC | 23,089 | $36.9 萬 | 0.01% | −2,779−10.7% | 減碼 |
| Diversified, LLC | 21,937 | $35.1 萬 | 0.19% | +272+1.3% | 加碼 |
| Rockefeller Capital Management L.P. | 21,477 | $34.3 萬 | 0.00% | +1,479+7.4% | 加碼 |
| Steel Peak Wealth Management LLC | 20,138 | $32.2 萬 | 0.02% | +89+0.4% | 加碼 |
| Mid Atlantic Financial Management Inc | 20,092 | $32.1 萬 | 0.02% | +5,301+35.8% | 加碼 |
| Abbrea Capital, LLC | 20,075 | $32.1 萬 | 0.05% | +20,075 | 新進 |
| National Asset Management, Inc. | 19,806 | $31.7 萬 | 0.01% | −3,377−14.6% | 減碼 |
| Essex Financial Services, Inc. | 19,854 | $31.7 萬 | 0.04% | −10.0% | 減碼 |
| Eaton Vance Management | 19,605 | $31.3 萬 | 0.00% | −900−4.4% | 減碼 |
| Jacobi Capital Management LLC | 18,027 | $28.8 萬 | 0.04% | −405−2.2% | 減碼 |
| Keystone Financial Group | 17,960 | $28.7 萬 | 0.05% | +280+1.6% | 加碼 |
| Legacy Private Trust Co. | 17,650 | $28.2 萬 | 0.02% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 17,207 | $27.5 萬 | 0.13% | −25−0.1% | 減碼 |
| Ahrens Investment Partners LLC | 17,200 | $27.5 萬 | 0.13% | +100+0.6% | 加碼 |
| Busey Wealth Management | 17,104 | $27.3 萬 | 0.01% | +17,104 | 新進 |
| Focused Wealth Management, Inc | 16,764 | $26.8 萬 | 0.04% | +264+1.6% | 加碼 |
| Ameritas Investment Company, LLC | 16,240 | $26.0 萬 | 0.01% | +12,020+284.8% | 加碼 |
| First Manhattan Co | 16,067 | $25.6 萬 | 0.00% | +320+2.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 14,882 | $23.8 萬 | 0.03% | −275−1.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 14,390 | $23.0 萬 | 0.02% | −2,951−17.0% | 減碼 |
| River & Mercantile LLC | 14,030 | $22.4 萬 | 0.11% | 00.0% | 不變 |
| Cetera Advisors LLC | 13,809 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| V Wealth Advisors LLC | 13,515 | $21.6 萬 | 0.03% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 12,800 | $20.5 萬 | 0.02% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 12,545 | $20.1 萬 | 0.04% | −6,337−33.6% | 減碼 |
| Meridian Wealth Management, LLC | 12,220 | $19.5 萬 | 0.02% | −2,431−16.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 11,869 | $19.0 萬 | 0.01% | −296−2.4% | 減碼 |
| Laidlaw Wealth Management LLC | 11,860 | $19.0 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 11,219 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 10,996 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 10,781 | $17.2 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 10,740 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 10,130 | $16.2 萬 | 0.04% | −600−5.6% | 減碼 |
| Barr E S & Co | 10,000 | $16.0 萬 | 0.01% | −5,690−36.3% | 減碼 |
| Antonetti Capital Management LLC | 9,524 | $15.2 萬 | 0.12% | +9,524 | 新進 |
| American Portfolios Advisors | 7,203 | $11.5 萬 | 0.00% | +1,044+17.0% | 加碼 |
| RWM Asset Management, LLC | 6,907 | $11.0 萬 | 0.02% | +6,907 | 新進 |
| Montag A & Associates Inc | 5,900 | $9.40 萬 | 0.01% | 00.0% | 不變 |