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 3 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2022/9/30 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
- 146
- 較 2022 年第 2 季 −8 家
- 持有股數
- 1,371 萬
- 較 2022 年第 2 季 −135.6 萬 (−9.0%)
- 總市值
- $1.80 億
- 較 2022 年第 2 季 −$2,346 萬 (−11.5%)
- 新進機構
- 9
- 另有 48 家加碼
- 清倉機構
- 17
- 另有 41 家減碼
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 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 2022 年第 2 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 |
| Tower Research Capital LLC (TRC) | 12 | $0 | 0.00% | +12 | 新進 |
| Wagner Wealth Management, LLC | 225 | $3,000 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 333 | $4,000 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 333 | $4,000 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 300 | $4,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 300 | $4,000 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 298 | $4,000 | 0.00% | +298 | 新進 |
| Laurel Wealth Advisors LLC | 400 | $5,000 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 517 | $7,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 617 | $8,000 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 600 | $8,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 700 | $9,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 675 | $9,000 | 0.00% | 00.0% | 不變 |
| Sargent Bickham Lagudis LLC | 787 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 843 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 937 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 1,000 | $1.23 萬 | 0.01% | +1,000 | 新進 |
| Geneos Wealth Management Inc. | 1,000 | $1.30 萬 | 0.00% | −2,715−73.1% | 減碼 |
| Column Capital Advisors, LLC | 1,000 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,250 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $1.70 萬 | 0.01% | +1,361 | 新進 |
| Parallel Advisors, LLC | 1,413 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| First Financial Corp | 1,500 | $2.00 萬 | 0.01% | 00.0% | 不變 |
| Sandy Spring Bank | 2,000 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 2,401 | $3.20 萬 | 0.00% | −546−18.5% | 減碼 |
| FourThought Financial, LLC | 2,459 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Worth Asset Management, LLC | 2,500 | $3.30 萬 | 0.02% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,577 | $3.40 萬 | 0.01% | +58+2.3% | 加碼 |
| Harbour Investments, Inc. | 2,671 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 3,326 | $4.40 萬 | 0.02% | +25+0.8% | 加碼 |
| US Bancorp | 3,954 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $5.30 萬 | 0.00% | – | 新進 |
| Tyler-Stone Wealth Management | 4,100 | $5.40 萬 | 0.04% | −3,040−42.6% | 減碼 |
| RWM Asset Management, LLC | 5,260 | $6.90 萬 | 0.02% | 00.0% | 不變 |
| Retirement Group, LLC | 5,439 | $7.20 萬 | 0.06% | −62,747−92.0% | 減碼 |
| Fifth Third Bancorp | 5,740 | $7.50 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 5,900 | $7.80 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 7,460 | $9.80 萬 | 0.02% | +16+0.2% | 加碼 |
| Cornerstone Wealth Management, LLC | 10,464 | $13.8 萬 | 0.02% | +10,464 | 新進 |
| Ahrens Investment Partners LLC | 10,928 | $14.4 萬 | 0.08% | +140+1.3% | 加碼 |
| Kingsview Wealth Management, LLC | 10,996 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 11,118 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 11,219 | $14.8 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 11,507 | $15.1 萬 | 0.01% | +11,507 | 新進 |
| American Portfolios Advisors | 11,537 | $15.2 萬 | 0.01% | +191+1.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 11,712 | $15.4 萬 | 0.00% | +9,750+496.9% | 加碼 |
| Ameritas Advisory Services, LLC | 11,811 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 12,059 | $15.9 萬 | 0.00% | −491−3.9% | 減碼 |
| Merit Financial Group, LLC | 12,127 | $15.9 萬 | 0.01% | +94+0.8% | 加碼 |
| Meridian Wealth Management, LLC | 12,243 | $16.1 萬 | 0.02% | +1,200+10.9% | 加碼 |
| Creative Planning | 12,423 | $16.3 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 12,446 | $16.4 萬 | 0.00% | +232+1.9% | 加碼 |
| Principle Wealth Partners LLC | 12,800 | $16.8 萬 | 0.02% | 00.0% | 不變 |
| Capital CS Group, LLC | 13,184 | $17.3 萬 | 0.19% | +253+2.0% | 加碼 |
| National Wealth Management Group, LLC | 13,324 | $17.5 萬 | 0.23% | 00.0% | 不變 |
| IFP Advisors, Inc | 11,400 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Legacy Private Trust Co. | 13,650 | $17.9 萬 | 0.02% | 00.0% | 不變 |
| V Wealth Advisors LLC | 13,915 | $18.3 萬 | 0.04% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 14,229 | $18.7 萬 | 0.04% | −99−0.7% | 減碼 |
| Financial Advisors Network, Inc. | 14,401 | $18.9 萬 | 0.06% | +14,401 | 新進 |
| Cetera Advisors LLC | 14,534 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 14,900 | $19.6 萬 | 0.12% | +3,400+29.6% | 加碼 |
| Personal Capital Advisors Corp | 15,666 | $20.6 萬 | 0.00% | +3,000+23.7% | 加碼 |
| Cetera Investment Advisers | 16,201 | $21.3 萬 | 0.00% | −15,658−49.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 16,919 | $22.2 萬 | 0.02% | +3,521+26.3% | 加碼 |
| Busey Wealth Management | 17,104 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 17,162 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 17,242 | $22.7 萬 | 0.15% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 17,531 | $23.1 萬 | 0.05% | +287+1.7% | 加碼 |
| Eaton Vance Management | 18,725 | $24.6 萬 | 0.00% | −880−4.5% | 減碼 |
| AE Wealth Management LLC | 18,683 | $24.6 萬 | 0.00% | +7,108+61.4% | 加碼 |
| Buckingham Strategic Partners | 18,831 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Abbrea Capital, LLC | 19,075 | $25.1 萬 | 0.05% | −1,000−5.0% | 減碼 |
| Jacobi Capital Management LLC | 19,280 | $25.4 萬 | 0.03% | +285+1.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 19,420 | $25.5 萬 | 0.04% | 00.0% | 不變 |
| GWM Advisors LLC | 19,663 | $25.9 萬 | 0.00% | +329+1.7% | 加碼 |
| Rockefeller Capital Management L.P. | 20,483 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Diversified, LLC | 21,433 | $28.2 萬 | 0.14% | +93+0.4% | 加碼 |
| Colony Group LLC | 21,503 | $28.3 萬 | 0.00% | +278+1.3% | 加碼 |
| Steel Peak Wealth Management LLC | 23,895 | $31.4 萬 | 0.02% | +1,884+8.6% | 加碼 |
| Essex Financial Services, Inc. | 24,146 | $31.8 萬 | 0.04% | +103+0.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 25,233 | $33.2 萬 | 0.03% | +3,686+17.1% | 加碼 |
| Birchcreek Wealth Management, LLC | 25,672 | $33.8 萬 | 0.31% | +100+0.4% | 加碼 |
| HighTower Advisors, LLC | 27,376 | $36.0 萬 | 0.00% | −2,577−8.6% | 減碼 |
| ICA Group Wealth Management, LLC | 27,694 | $36.4 萬 | 0.08% | +12,794+85.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 27,899 | $36.7 萬 | 0.01% | +3,040+12.2% | 加碼 |
| National Asset Management, Inc. | 28,034 | $36.9 萬 | 0.01% | +7,464+36.3% | 加碼 |
| Laurel Wealth Advisors, Inc. | 29,379 | $38.6 萬 | 0.04% | +355+1.2% | 加碼 |
| Avory & Company, LLC | 30,308 | $39.9 萬 | 0.34% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 30,894 | $40.6 萬 | 0.09% | +120.0% | 加碼 |
| Hilltop Holdings Inc. | 31,192 | $41.0 萬 | 0.06% | −36,995−54.3% | 減碼 |
| Keeley-Teton Advisors, LLC | 31,151 | $41.0 萬 | 0.06% | +721+2.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 34,825 | $45.8 萬 | 0.00% | −4,436−11.3% | 減碼 |
| Arete Wealth Advisors, LLC | 35,532 | $46.7 萬 | 0.05% | +5,086+16.7% | 加碼 |
| Stableford Capital II LLC | 34,940 | $47.3 萬 | 0.23% | −754−2.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 37,069 | $48.7 萬 | 0.12% | −650−1.7% | 減碼 |
| Brighton Jones LLC | 37,961 | $49.9 萬 | 0.03% | +1,891+5.2% | 加碼 |
| Private Advisor Group, LLC | 39,609 | $52.1 萬 | 0.01% | +4,799+13.8% | 加碼 |
| Avantax Advisory Services, Inc. | 40,184 | $52.8 萬 | 0.01% | −602−1.5% | 減碼 |