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 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 37,498 | $56.1 萬 | 0.24% | +5,911+18.7% | 加碼 |
| Brighton Jones LLC | 34,422 | $57.6 萬 | 0.03% | +708+2.1% | 加碼 |
| Kistler-Tiffany Companies, LLC | 38,829 | $65.0 萬 | 0.13% | +100.0% | 加碼 |
| Wealth Effects LLC | 39,629 | $66.3 萬 | 0.28% | +39,629 | 新進 |
| Wealth Alliance Advisory Group, LLC | 40,502 | $67.8 萬 | 0.30% | 00.0% | 不變 |
| Wedbush Securities Inc | 40,653 | $68.1 萬 | 0.03% | −6,525−13.8% | 減碼 |
| Colony Group LLC | 40,838 | $68.4 萬 | 0.01% | −775−1.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 43,969 | $73.6 萬 | 0.00% | −297−0.7% | 減碼 |
| Creative Planning | 44,234 | $74.0 萬 | 0.00% | +6,158+16.2% | 加碼 |
| HBK Sorce Advisory LLC | 46,112 | $77.2 萬 | 0.04% | −4,152−8.3% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 47,686 | $79.8 萬 | 0.04% | +9,248+24.1% | 加碼 |
| Mariner, LLC | 48,657 | $81.5 萬 | 0.00% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 52,757 | $88.3 萬 | 0.07% | +7,190+15.8% | 加碼 |
| Kestra Advisory Services, LLC | 53,927 | $90.3 萬 | 0.01% | +1,989+3.8% | 加碼 |
| Cresset Asset Management, LLC | 62,164 | $104.1 萬 | 0.01% | +62,164 | 新進 |
| Mercer Global Advisors Inc | 64,163 | $107.4 萬 | 0.01% | +22,500+54.0% | 加碼 |
| Brinker Capital Investments, LLC | 69,882 | $117.0 萬 | 0.02% | +69,882 | 新進 |
| Nan Shan Life Insurance Co., Ltd. | 70,674 | $118.3 萬 | 0.02% | 00.0% | 不變 |
| RMB Capital Management, LLC | 70,703 | $118.4 萬 | 0.04% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 71,914 | $120.4 萬 | 0.00% | +20,514+39.9% | 加碼 |
| Envestnet Asset Management Inc | 85,410 | $143.0 萬 | 0.00% | +26,926+46.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 88,048 | $147.4 萬 | 0.03% | +948+1.1% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 89,504 | $149.8 萬 | 1.01% | 00.0% | 不變 |
| Stifel Financial Corp | 96,817 | $162.1 萬 | 0.00% | +1,000+1.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 112,503 | $188.3 萬 | 0.55% | −6,764−5.7% | 減碼 |
| Axxcess Wealth Management, LLC | 114,100 | $191.0 萬 | 0.14% | +114,100 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 131,241 | $219.7 萬 | 0.19% | +46,445+54.8% | 加碼 |
| Cetera Advisor Networks LLC | 136,962 | $229.3 萬 | 0.03% | +103,495+309.2% | 加碼 |
| Oppenheimer & Co Inc | 157,254 | $263.2 萬 | 0.05% | −12,614−7.4% | 減碼 |
| Mutual Advisors, LLC | 158,358 | $265.1 萬 | 0.14% | +200+0.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 158,373 | $265.1 萬 | 0.07% | +4,148+2.7% | 加碼 |
| Hilltop Holdings Inc. | 193,348 | $323.4 萬 | 0.34% | +18,181+10.4% | 加碼 |
| Arkadios Wealth Advisors | 208,959 | $349.8 萬 | 0.47% | −42,548−16.9% | 減碼 |
| Anfield Capital Management, LLC | 210,996 | $353.2 萬 | 1.22% | +2,481+1.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 212,175 | $355.2 萬 | 0.02% | +13,775+6.9% | 加碼 |
| Commonwealth Equity Services, LLC | 242,251 | $405.5 萬 | 0.01% | +38,862+19.1% | 加碼 |
| MML Investors Services, LLC | 252,425 | $422.6 萬 | 0.03% | +9,478+3.9% | 加碼 |
| Raymond James & Associates | 253,351 | $424.1 萬 | 0.00% | +14,977+6.3% | 加碼 |
| Naples Global Advisors, LLC | 258,361 | $432.5 萬 | 0.50% | +3,058+1.2% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 277,873 | $466.5 萬 | 0.22% | −39,740−12.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 296,533 | $496.4 萬 | 0.01% | +10,646+3.7% | 加碼 |
| Franklin Resources Inc | 324,625 | $543.4 萬 | 0.00% | +4,080+1.3% | 加碼 |
| Wells Fargo & Company | 336,055 | $562.5 萬 | 0.00% | −11,757−3.4% | 減碼 |
| Paragon Financial Partners, Inc. | 451,093 | $755.1 萬 | 6.20% | +451,093 | 新進 |
| Advisor Group Holdings, Inc. | 466,417 | $780.9 萬 | 0.01% | −8,703−1.8% | 減碼 |
| LPL Financial LLC | 495,368 | $829.2 萬 | 0.01% | +43,582+9.6% | 加碼 |
| RFG Advisory, LLC | 496,822 | $831.7 萬 | 0.57% | −1,854−0.4% | 減碼 |
| Royal Bank of Canada | 608,835 | $1,019 萬 | 0.00% | +45,200+8.0% | 加碼 |
| Ameriprise Financial Inc | 626,680 | $1,049 萬 | 0.00% | +32,948+5.5% | 加碼 |
| UBS Group AG | 658,334 | $1,102 萬 | 0.00% | +21,593+3.4% | 加碼 |
| Guggenheim Capital LLC | 843,870 | $1,413 萬 | 0.07% | +133,834+18.8% | 加碼 |
| Invesco Ltd. | 940,227 | $1,574 萬 | 0.00% | +84,079+9.8% | 加碼 |
| Morgan Stanley | 1,198,472 | $2,006 萬 | 0.00% | +56,594+5.0% | 加碼 |
| Bank of America Corp | 1,557,183 | $2,607 萬 | 0.00% | +60,259+4.0% | 加碼 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,882−100.0% | 清倉 |
| Citigroup Inc | 0 | $0 | 0.00% | −3,822−100.0% | 清倉 |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −850−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −552−100.0% | 清倉 |
| CX Institutional | 0 | $0 | 0.00% | −556−100.0% | 清倉 |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |
| Security National Trust Co | – | – | – | – | 本季未申報 |