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 4 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2021/12/31 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
- 154
- 較 2021 年第 3 季 +22 家
- 持有股數
- 1,483 萬
- 較 2021 年第 3 季 +148.5 萬 (+11.1%)
- 總市值
- $2.48 億
- 較 2021 年第 3 季 +$3,476 萬 (+16.3%)
- 新進機構
- 30
- 另有 52 家加碼
- 清倉機構
- 8
- 另有 29 家減碼
另有 4 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 77 | $1,000 | 0.00% | −870−91.9% | 減碼 |
| Andrew Hill Investment Advisors, Inc. | 119 | $2,000 | 0.00% | +119 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 195 | $3,000 | 0.00% | +4+2.1% | 加碼 |
| Concord Wealth Partners | 160 | $3,000 | 0.00% | +160 | 新進 |
| Wagner Wealth Management, LLC | 225 | $4,000 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 300 | $5,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 333 | $6,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 333 | $6,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 400 | $7,000 | 0.00% | 00.0% | 不變 |
| Investmark Advisory Group LLC | 434 | $7,000 | 0.01% | +434 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 593 | $9,000 | 0.01% | +593 | 新進 |
| FinTrust Capital Advisors, LLC | 617 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 675 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 700 | $1.20 萬 | 0.00% | +700 | 新進 |
| Sargent Bickham Lagudis LLC | 787 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 843 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 937 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | – | $1.70 萬 | 0.00% | – | 新進 |
| Carroll Financial Associates, Inc. | 1,175 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,129 | $1.90 萬 | 0.00% | +1,129 | 新進 |
| SOA Wealth Advisors, LLC. | 1,250 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,413 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| First Financial Corp | 1,500 | $2.50 萬 | 0.02% | 00.0% | 不變 |
| FourThought Financial, LLC | 1,609 | $2.70 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% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,962 | $3.30 萬 | 0.00% | +1,962 | 新進 |
| Fortitude Advisory Group L.L.C. | 1,953 | $3.30 萬 | 0.02% | +1,953 | 新進 |
| Cornerstone Advisory, LLC | 2,000 | $3.40 萬 | 0.00% | +2,000 | 新進 |
| NEXT Financial Group, Inc | 2,394 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,413 | $4.00 萬 | 0.01% | +49+2.1% | 加碼 |
| Charter Oak Capital Management, LLC | 2,456 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,671 | $4.50 萬 | 0.00% | +2,671 | 新進 |
| Umb Bank N A | 3,000 | $5.00 萬 | 0.00% | +3,000 | 新進 |
| Princeton Global Asset Management LLC | 3,301 | $5.50 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 3,954 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 4,245 | $7.10 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 5,740 | $9.60 萬 | 0.00% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 5,808 | $9.70 萬 | 0.03% | +5,808 | 新進 |
| Montag A & Associates Inc | 5,900 | $9.90 萬 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 6,487 | $10.9 萬 | 0.01% | +6,487 | 新進 |
| RWM Asset Management, LLC | 6,907 | $11.6 萬 | 0.02% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 7,140 | $12.0 萬 | 0.06% | +7,140 | 新進 |
| Spire Wealth Management | 7,780 | $13.0 萬 | 0.00% | +7,780 | 新進 |
| CoreCap Advisors, LLC | 8,085 | $13.5 萬 | 0.01% | +8,085 | 新進 |
| Antonetti Capital Management LLC | 8,704 | $14.6 萬 | 0.11% | −820−8.6% | 減碼 |
| Commons Capital, LLC | 9,766 | $16.3 萬 | 0.16% | +9,766 | 新進 |
| American Portfolios Advisors | 9,946 | $16.7 萬 | 0.01% | +2,743+38.1% | 加碼 |
| Barr E S & Co | 10,000 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 10,040 | $16.8 萬 | 0.02% | +10,040 | 新進 |
| Kesler, Norman & Wride, LLC | 10,130 | $17.0 萬 | 0.04% | 00.0% | 不變 |
| Capital CS Group, LLC | 10,237 | $17.1 萬 | 0.13% | −14,495−58.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,440 | $17.5 萬 | 0.00% | −300−2.8% | 減碼 |
| AdvisorNet Financial, Inc | 10,781 | $18.0 萬 | 0.01% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 10,977 | $18.4 萬 | 0.02% | −1,243−10.2% | 減碼 |
| Kingsview Wealth Management, LLC | 10,996 | $18.4 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 11,118 | $18.6 萬 | 0.01% | −13,000−53.9% | 減碼 |
| Pinnacle Associates Ltd | 11,219 | $18.8 萬 | 0.00% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 11,354 | $19.0 萬 | 0.02% | −59,418−84.0% | 減碼 |
| Total Clarity Wealth Management, Inc. | 12,260 | $20.5 萬 | 0.09% | −4,947−28.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 12,375 | $20.7 萬 | 0.01% | +506+4.3% | 加碼 |
| Principle Wealth Partners LLC | 12,800 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 13,225 | $22.1 萬 | 0.04% | +1,365+11.5% | 加碼 |
| Ahrens Investment Partners LLC | 13,238 | $22.2 萬 | 0.10% | −3,962−23.0% | 減碼 |
| Cetera Advisors LLC | 13,874 | $23.2 萬 | 0.00% | +65+0.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 13,930 | $23.3 萬 | 0.02% | −460−3.2% | 減碼 |
| V Wealth Advisors LLC | 13,915 | $23.3 萬 | 0.03% | +400+3.0% | 加碼 |
| River & Mercantile LLC | 14,030 | $23.5 萬 | 0.12% | 00.0% | 不變 |
| Citadel Advisors LLC | 14,752 | $24.7 萬 | 0.00% | +14,752 | 新進 |
| GWM Advisors LLC | 15,295 | $25.6 萬 | 0.00% | +15,295 | 新進 |
| First Manhattan Co | 16,396 | $27.4 萬 | 0.00% | +329+2.0% | 加碼 |
| D.A. Davidson & Co. | 16,802 | $28.1 萬 | 0.00% | −48,532−74.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 16,882 | $28.3 萬 | 0.03% | +2,000+13.4% | 加碼 |
| Focused Wealth Management, Inc | 16,966 | $28.4 萬 | 0.04% | +202+1.2% | 加碼 |
| Ameritas Advisory Services, LLC | 16,946 | $28.4 萬 | 0.01% | +16,946 | 新進 |
| Busey Wealth Management | 17,104 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 17,242 | $28.9 萬 | 0.16% | +17,242 | 新進 |
| Legacy Private Trust Co. | 17,650 | $29.5 萬 | 0.02% | 00.0% | 不變 |
| Keystone Financial Group | 18,243 | $30.5 萬 | 0.05% | +283+1.6% | 加碼 |
| Jacobi Capital Management LLC | 18,324 | $30.7 萬 | 0.04% | +297+1.6% | 加碼 |
| Siena Capital LLC | 18,500 | $31.0 萬 | 0.18% | +18,500 | 新進 |
| Eaton Vance Management | 19,605 | $32.8 萬 | 0.00% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 19,854 | $33.2 萬 | 0.03% | 00.0% | 不變 |
| Abbrea Capital, LLC | 20,075 | $33.6 萬 | 0.05% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 20,316 | $34.0 萬 | 0.02% | +178+0.9% | 加碼 |
| National Asset Management, Inc. | 20,871 | $35.0 萬 | 0.01% | +1,065+5.4% | 加碼 |
| Castle Rock Wealth Management, LLC | 23,272 | $35.9 萬 | 0.15% | −2,233−8.8% | 減碼 |
| Rockefeller Capital Management L.P. | 21,477 | $35.9 萬 | 0.00% | 00.0% | 不變 |
| Buckingham Strategic Partners | 21,421 | $35.9 萬 | 0.07% | +21,421 | 新進 |
| Diversified, LLC | 21,509 | $36.0 萬 | 0.15% | −428−2.0% | 減碼 |
| 55I, LLC | 23,358 | $39.1 萬 | 0.01% | +269+1.2% | 加碼 |
| HighTower Advisors, LLC | 23,756 | $39.7 萬 | 0.00% | −441−1.8% | 減碼 |
| Birchcreek Wealth Management, LLC | 25,363 | $42.5 萬 | 0.37% | −511−2.0% | 減碼 |
| Cetera Investment Advisers | 28,972 | $48.5 萬 | 0.01% | +3,359+13.1% | 加碼 |
| Private Advisor Group, LLC | 30,239 | $50.6 萬 | 0.00% | +1,112+3.8% | 加碼 |
| Retirement Group, LLC | 30,430 | $50.9 萬 | 0.22% | −7,142−19.0% | 減碼 |
| Keeley-Teton Advisors, LLC | 31,660 | $53.0 萬 | 0.06% | +769+2.5% | 加碼 |
| Truist Financial Corp | 32,790 | $54.9 萬 | 0.00% | −5,661−14.7% | 減碼 |
| Advisors Asset Management, Inc. | 33,253 | $55.7 萬 | 0.01% | −1,380−4.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 33,349 | $55.8 萬 | 0.04% | +20,804+165.8% | 加碼 |