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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Concord Wealth Partners | 160 | $2,000 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 150 | $2,000 | 0.00% | +150 | 新進 |
| Bartlett & Co. Wealth Management LLC | 150 | $2,343 | 0.00% | +150 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 199 | $3,000 | 0.00% | +4+2.1% | 加碼 |
| 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 |
| Tompkins Financial Corp | 300 | $5,000 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 400 | $6,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 517 | $8,000 | 0.00% | −7,263−93.4% | 減碼 |
| JPMorgan Chase & Co | 500 | $8,000 | 0.00% | +500 | 新進 |
| TCWP LLC | 550 | $8,000 | 0.00% | +550 | 新進 |
| Optimum Investment Advisors | 600 | $9,000 | 0.00% | +600 | 新進 |
| FinTrust Capital Advisors, LLC | 617 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 700 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 675 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 787 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Joseph P. Lucia & Associates, LLC | 750 | $1.20 萬 | 0.01% | +750 | 新進 |
| Allworth Financial LP | 843 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 937 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 1,000 | $1.60 萬 | 0.00% | +1,000 | 新進 |
| SOA Wealth Advisors, LLC. | 1,250 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,413 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| First Financial Corp | 1,500 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial, LLC | 1,609 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,875 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,962 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 2,000 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 2,036 | $3.20 萬 | 0.00% | −420−17.1% | 減碼 |
| Money Concepts Capital Corp | 2,200 | $3.40 萬 | 0.00% | +2,200 | 新進 |
| Worth Asset Management, LLC | 2,500 | $3.40 萬 | 0.02% | +2,500 | 新進 |
| Prospera Financial Services Inc | 2,297 | $3.60 萬 | 0.00% | +2,297 | 新進 |
| Tradition Wealth Management, LLC | 2,463 | $3.80 萬 | 0.00% | +50+2.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 2,857 | $4.50 萬 | 0.00% | +2,857 | 新進 |
| Umb Bank N A | 3,000 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 3,245 | $5.10 萬 | 0.03% | +1,292+66.2% | 加碼 |
| Princeton Global Asset Management LLC | 3,301 | $5.20 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 3,954 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 5,073 | $7.90 萬 | 0.00% | +828+19.5% | 加碼 |
| RWM Asset Management, LLC | 5,260 | $8.20 萬 | 0.02% | −1,647−23.8% | 減碼 |
| Fifth Third Bancorp | 5,740 | $9.00 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 5,900 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 7,140 | $11.2 萬 | 0.06% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 9,281 | $14.5 萬 | 0.01% | −1,500−13.9% | 減碼 |
| Commons Capital, LLC | 9,766 | $15.3 萬 | 0.17% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 10,048 | $15.7 萬 | 0.02% | +8+0.1% | 加碼 |
| Kesler, Norman & Wride, LLC | 10,130 | $15.8 萬 | 0.04% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 10,098 | $15.8 萬 | 0.01% | +2,013+24.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,440 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 10,560 | $16.5 萬 | 0.00% | +10,560 | 新進 |
| AE Wealth Management LLC | 10,775 | $16.8 萬 | 0.00% | +10,775 | 新進 |
| Kingsview Wealth Management, LLC | 10,996 | $17.2 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 11,118 | $17.4 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 11,219 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 11,182 | $17.5 萬 | 0.02% | +205+1.9% | 加碼 |
| IFP Advisors, Inc | 11,400 | $17.6 萬 | 0.00% | +11,400 | 新進 |
| American Portfolios Advisors | 11,268 | $17.6 萬 | 0.01% | +1,322+13.3% | 加碼 |
| Ahrens Investment Partners LLC | 11,738 | $18.3 萬 | 0.06% | −1,500−11.3% | 減碼 |
| ICA Group Wealth Management, LLC | 13,022 | $18.8 萬 | 0.04% | +13,022 | 新進 |
| Total Clarity Wealth Management, Inc. | 12,150 | $19.0 萬 | 0.10% | −110−0.9% | 減碼 |
| National Wealth Management Group, LLC | 12,274 | $19.2 萬 | 0.18% | +12,274 | 新進 |
| Principle Wealth Partners LLC | 12,800 | $20.0 萬 | 0.02% | 00.0% | 不變 |
| Buckingham Strategic Partners | 13,000 | $20.3 萬 | 0.02% | −8,421−39.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 13,276 | $20.4 萬 | 0.09% | −9,996−43.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 13,828 | $21.6 萬 | 0.01% | +13,828 | 新進 |
| Cetera Advisors LLC | 13,874 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| V Wealth Advisors LLC | 13,915 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| River & Mercantile LLC | 14,030 | $21.9 萬 | 0.11% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 14,211 | $22.2 萬 | 0.01% | −2,735−16.1% | 減碼 |
| Goldman Sachs Group Inc | 15,155 | $23.7 萬 | 0.00% | +15,155 | 新進 |
| Laidlaw Wealth Management LLC | 15,326 | $23.9 萬 | 0.04% | +2,101+15.9% | 加碼 |
| HRT Financial LP | 15,579 | $24.3 萬 | 0.00% | +15,579 | 新進 |
| D.A. Davidson & Co. | 15,985 | $25.0 萬 | 0.00% | −817−4.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 16,779 | $26.2 萬 | 0.06% | +16,779 | 新進 |
| 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 |
| Busey Wealth Management | 17,104 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 17,162 | $26.8 萬 | 0.00% | +17,162 | 新進 |
| GWM Advisors LLC | 17,207 | $26.9 萬 | 0.00% | +1,912+12.5% | 加碼 |
| Silverlake Wealth Management LLC | 17,242 | $26.9 萬 | 0.15% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 17,443 | $27.2 萬 | 0.00% | +17,443 | 新進 |
| 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 |
| Keystone Financial Group | 18,553 | $29.0 萬 | 0.05% | +310+1.7% | 加碼 |
| Jacobi Capital Management LLC | 18,648 | $29.1 萬 | 0.03% | +324+1.8% | 加碼 |
| Eaton Vance Management | 19,605 | $30.6 萬 | 0.00% | 00.0% | 不變 |
| Abbrea Capital, LLC | 20,075 | $31.4 萬 | 0.04% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 20,497 | $32.0 萬 | 0.02% | +181+0.9% | 加碼 |
| 55I, LLC | 20,867 | $32.6 萬 | 0.01% | −2,491−10.7% | 減碼 |
| Diversified, LLC | 21,228 | $33.2 萬 | 0.14% | −281−1.3% | 減碼 |
| Rockefeller Capital Management L.P. | 21,477 | $33.5 萬 | 0.00% | 00.0% | 不變 |
| National Asset Management, Inc. | 22,250 | $34.8 萬 | 0.01% | +1,379+6.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 22,945 | $35.8 萬 | 0.01% | +22,945 | 新進 |
| Essex Financial Services, Inc. | 23,946 | $37.4 萬 | 0.04% | +4,092+20.6% | 加碼 |
| HighTower Advisors, LLC | 24,046 | $37.5 萬 | 0.00% | +290+1.2% | 加碼 |
| Birchcreek Wealth Management, LLC | 25,572 | $39.9 萬 | 0.35% | +209+0.8% | 加碼 |
| Keeley-Teton Advisors, LLC | 29,506 | $46.1 萬 | 0.05% | −2,154−6.8% | 減碼 |
| Cetera Investment Advisers | 30,234 | $47.2 萬 | 0.01% | +1,262+4.4% | 加碼 |
| Avory & Company, LLC | 30,308 | $47.3 萬 | 0.30% | +30,308 | 新進 |
| Kistler-Tiffany Companies, LLC | 30,870 | $48.2 萬 | 0.09% | −7,959−20.5% | 減碼 |