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。
2022 年第 1 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2022/3/31 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
- 159
- 較 2021 年第 4 季 +8 家
- 持有股數
- 1,530 萬
- 較 2021 年第 4 季 +47.8 萬 (+3.2%)
- 總市值
- $2.39 億
- 較 2021 年第 4 季 −$869.4 萬 (−3.5%)
- 新進機構
- 28
- 另有 54 家加碼
- 清倉機構
- 20
- 另有 33 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,486,203 | $2,321 萬 | 0.00% | −70,980−4.6% | 減碼 |
| Morgan Stanley | 1,258,492 | $1,966 萬 | 0.00% | +60,020+5.0% | 加碼 |
| Guggenheim Capital LLC | 979,576 | $1,530 萬 | 0.09% | +135,706+16.1% | 加碼 |
| Invesco Ltd. | 752,346 | $1,175 萬 | 0.00% | −187,881−20.0% | 減碼 |
| UBS Group AG | 684,887 | $1,070 萬 | 0.00% | +26,553+4.0% | 加碼 |
| Ameriprise Financial Inc | 672,357 | $1,050 萬 | 0.00% | +45,677+7.3% | 加碼 |
| Royal Bank of Canada | 657,987 | $1,028 萬 | 0.00% | +49,152+8.1% | 加碼 |
| LPL Financial LLC | 584,152 | $912.4 萬 | 0.01% | +88,784+17.9% | 加碼 |
| RFG Advisory, LLC | 510,856 | $798.0 萬 | 0.51% | +14,034+2.8% | 加碼 |
| Advisor Group Holdings, Inc. | 443,817 | $731.8 萬 | 0.01% | −22,600−4.8% | 減碼 |
| Paragon Financial Partners, Inc. | 460,379 | $719.1 萬 | 6.27% | +9,286+2.1% | 加碼 |
| Franklin Resources Inc | 328,880 | $513.7 萬 | 0.00% | +4,255+1.3% | 加碼 |
| Commonwealth Equity Services, LLC | 327,329 | $511.2 萬 | 0.01% | +85,078+35.1% | 加碼 |
| Strategic Wealth Advisors Group, LLC | 323,089 | $507.4 萬 | 0.20% | +45,216+16.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 296,224 | $462.7 萬 | 0.01% | −309−0.1% | 減碼 |
| Envestnet Asset Management Inc | 288,465 | $450.6 萬 | 0.00% | +203,055+237.7% | 加碼 |
| Raymond James & Associates | 287,705 | $449.4 萬 | 0.00% | +34,354+13.6% | 加碼 |
| Naples Global Advisors, LLC | 270,903 | $423.2 萬 | 0.49% | +12,542+4.9% | 加碼 |
| MML Investors Services, LLC | 249,549 | $389.8 萬 | 0.03% | −2,876−1.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 228,393 | $356.7 萬 | 0.02% | +16,218+7.6% | 加碼 |
| Wells Fargo & Company | 214,625 | $335.3 萬 | 0.00% | −121,430−36.1% | 減碼 |
| Hilltop Holdings Inc. | 170,953 | $267.0 萬 | 0.30% | −22,395−11.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 170,321 | $266.0 萬 | 0.04% | +11,948+7.5% | 加碼 |
| Oppenheimer & Co Inc | 154,254 | $241.0 萬 | 0.04% | −3,000−1.9% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 154,174 | $240.8 萬 | 0.22% | +22,933+17.5% | 加碼 |
| Mutual Advisors, LLC | 147,825 | $230.9 萬 | 0.13% | −10,533−6.7% | 減碼 |
| Cetera Advisor Networks LLC | 143,932 | $224.8 萬 | 0.03% | +6,970+5.1% | 加碼 |
| Arkadios Wealth Advisors | 129,104 | $201.7 萬 | 0.27% | −79,855−38.2% | 減碼 |
| Axxcess Wealth Management, LLC | 119,617 | $186.8 萬 | 0.15% | +5,517+4.8% | 加碼 |
| Outlook Wealth Advisors, LLC | 115,845 | $181.0 萬 | 0.61% | +3,342+3.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 108,090 | $168.8 萬 | 0.04% | +20,042+22.8% | 加碼 |
| Stifel Financial Corp | 104,327 | $163.0 萬 | 0.00% | +7,510+7.8% | 加碼 |
| Truist Financial Corp | 103,555 | $161.8 萬 | 0.00% | +70,765+215.8% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 100,654 | $157.2 萬 | 1.14% | +11,150+12.5% | 加碼 |
| Retirement Group, LLC | 83,657 | $130.7 萬 | 0.51% | +53,227+174.9% | 加碼 |
| RMB Capital Management, LLC | 77,812 | $121.5 萬 | 0.04% | +7,109+10.1% | 加碼 |
| Brinker Capital Investments, LLC | 69,882 | $109.2 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 68,303 | $106.7 萬 | 0.00% | −3,611−5.0% | 減碼 |
| Mercer Global Advisors Inc | 63,342 | $98.9 萬 | 0.01% | −821−1.3% | 減碼 |
| Cresset Asset Management, LLC | 63,083 | $98.5 萬 | 0.01% | +919+1.5% | 加碼 |
| HBK Sorce Advisory LLC | 56,112 | $87.6 萬 | 0.05% | +10,000+21.7% | 加碼 |
| Avantax Advisory Services, Inc. | 53,044 | $82.9 萬 | 0.01% | +53,044 | 新進 |
| Kestra Advisory Services, LLC | 52,891 | $82.6 萬 | 0.01% | −1,036−1.9% | 減碼 |
| Centaurus Financial, Inc. | 52,029 | $81.3 萬 | 0.06% | −728−1.4% | 減碼 |
| Mariner, LLC | 48,657 | $76.0 萬 | 0.00% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 48,267 | $75.4 萬 | 0.05% | +34,337+246.5% | 加碼 |
| Creative Planning | 46,563 | $72.7 萬 | 0.00% | +2,329+5.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 46,153 | $72.1 萬 | 0.04% | −1,533−3.2% | 減碼 |
| Cohen & Steers, Inc. | 42,347 | $66.1 萬 | 0.00% | +42,347 | 新進 |
| Focus Financial Network, Inc. | 41,489 | $64.8 萬 | 0.05% | +41,489 | 新進 |
| Wedbush Securities Inc | 40,731 | $63.6 萬 | 0.03% | +78+0.2% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 40,502 | $63.3 萬 | 0.27% | 00.0% | 不變 |
| Wealth Effects LLC | 39,619 | $61.9 萬 | 0.29% | −100.0% | 減碼 |
| Colony Group LLC | 39,409 | $61.6 萬 | 0.01% | −1,429−3.5% | 減碼 |
| Stableford Capital II LLC | 38,194 | $58.8 萬 | 0.25% | +696+1.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 37,137 | $58.1 萬 | 0.00% | −6,832−15.5% | 減碼 |
| Laurel Wealth Advisors, Inc. | 35,307 | $55.1 萬 | 0.05% | +1,958+5.9% | 加碼 |
| Brighton Jones LLC | 35,191 | $55.0 萬 | 0.03% | +769+2.2% | 加碼 |
| Private Advisor Group, LLC | 32,726 | $51.1 萬 | 0.00% | +2,487+8.2% | 加碼 |
| Kistler-Tiffany Companies, LLC | 30,870 | $48.2 萬 | 0.09% | −7,959−20.5% | 減碼 |
| Avory & Company, LLC | 30,308 | $47.3 萬 | 0.30% | +30,308 | 新進 |
| Cetera Investment Advisers | 30,234 | $47.2 萬 | 0.01% | +1,262+4.4% | 加碼 |
| Keeley-Teton Advisors, LLC | 29,506 | $46.1 萬 | 0.05% | −2,154−6.8% | 減碼 |
| Birchcreek Wealth Management, LLC | 25,572 | $39.9 萬 | 0.35% | +209+0.8% | 加碼 |
| HighTower Advisors, LLC | 24,046 | $37.5 萬 | 0.00% | +290+1.2% | 加碼 |
| Essex Financial Services, Inc. | 23,946 | $37.4 萬 | 0.04% | +4,092+20.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 22,945 | $35.8 萬 | 0.01% | +22,945 | 新進 |
| National Asset Management, Inc. | 22,250 | $34.8 萬 | 0.01% | +1,379+6.6% | 加碼 |
| Rockefeller Capital Management L.P. | 21,477 | $33.5 萬 | 0.00% | 00.0% | 不變 |
| Diversified, LLC | 21,228 | $33.2 萬 | 0.14% | −281−1.3% | 減碼 |
| 55I, LLC | 20,867 | $32.6 萬 | 0.01% | −2,491−10.7% | 減碼 |
| Steel Peak Wealth Management LLC | 20,497 | $32.0 萬 | 0.02% | +181+0.9% | 加碼 |
| Abbrea Capital, LLC | 20,075 | $31.4 萬 | 0.04% | 00.0% | 不變 |
| Eaton Vance Management | 19,605 | $30.6 萬 | 0.00% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 18,648 | $29.1 萬 | 0.03% | +324+1.8% | 加碼 |
| Keystone Financial Group | 18,553 | $29.0 萬 | 0.05% | +310+1.7% | 加碼 |
| Legacy Private Trust Co. | 17,650 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 17,667 | $27.6 萬 | 0.02% | +5,292+42.8% | 加碼 |
| Baird Financial Group, Inc. | 17,443 | $27.2 萬 | 0.00% | +17,443 | 新進 |
| Silverlake Wealth Management LLC | 17,242 | $26.9 萬 | 0.15% | 00.0% | 不變 |
| GWM Advisors LLC | 17,207 | $26.9 萬 | 0.00% | +1,912+12.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 17,162 | $26.8 萬 | 0.00% | +17,162 | 新進 |
| Busey Wealth Management | 17,104 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 16,904 | $26.4 萬 | 0.04% | −62−0.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 16,882 | $26.4 萬 | 0.03% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 16,779 | $26.2 萬 | 0.06% | +16,779 | 新進 |
| D.A. Davidson & Co. | 15,985 | $25.0 萬 | 0.00% | −817−4.9% | 減碼 |
| HRT Financial LP | 15,579 | $24.3 萬 | 0.00% | +15,579 | 新進 |
| Laidlaw Wealth Management LLC | 15,326 | $23.9 萬 | 0.04% | +2,101+15.9% | 加碼 |
| Goldman Sachs Group Inc | 15,155 | $23.7 萬 | 0.00% | +15,155 | 新進 |
| Ameritas Advisory Services, LLC | 14,211 | $22.2 萬 | 0.01% | −2,735−16.1% | 減碼 |
| River & Mercantile LLC | 14,030 | $21.9 萬 | 0.11% | 00.0% | 不變 |
| V Wealth Advisors LLC | 13,915 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| Cetera Advisors LLC | 13,874 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 13,828 | $21.6 萬 | 0.01% | +13,828 | 新進 |
| Castle Rock Wealth Management, LLC | 13,276 | $20.4 萬 | 0.09% | −9,996−43.0% | 減碼 |
| Buckingham Strategic Partners | 13,000 | $20.3 萬 | 0.02% | −8,421−39.3% | 減碼 |
| Principle Wealth Partners LLC | 12,800 | $20.0 萬 | 0.02% | 00.0% | 不變 |
| National Wealth Management Group, LLC | 12,274 | $19.2 萬 | 0.18% | +12,274 | 新進 |
| Total Clarity Wealth Management, Inc. | 12,150 | $19.0 萬 | 0.10% | −110−0.9% | 減碼 |