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 4 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2022/12/31 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
- 153
- 較 2022 年第 3 季 +12 家
- 持有股數
- 1,379 萬
- 較 2022 年第 3 季 +45.4 萬 (+3.4%)
- 總市值
- $1.68 億
- 較 2022 年第 3 季 −$792.9 萬 (−4.5%)
- 新進機構
- 25
- 另有 49 家加碼
- 清倉機構
- 13
- 另有 41 家減碼
另有 5 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 37,190 | $45.7 萬 | 0.25% | +2,250+6.4% | 加碼 |
| Alpine Global Management, LLC | 39,283 | $48.2 萬 | 0.16% | +39,283 | 新進 |
| Focus Financial Network, Inc. | 41,133 | $50.5 萬 | 0.04% | −677−1.6% | 減碼 |
| Cetera Investment Advisers | 43,988 | $54.0 萬 | 0.01% | +27,787+171.5% | 加碼 |
| J.W. Cole Advisors, Inc. | 44,039 | $54.1 萬 | 0.04% | −2,079−4.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 44,678 | $54.9 萬 | 0.01% | +16,779+60.1% | 加碼 |
| Wealth Effects LLC | 45,314 | $55.6 萬 | 0.32% | +3,969+9.6% | 加碼 |
| Mercer Global Advisors Inc | 45,566 | $56.0 萬 | 0.00% | −76,921−62.8% | 減碼 |
| Outlook Wealth Advisors, LLC | 46,776 | $57.4 萬 | 0.27% | −36,536−43.9% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 47,502 | $58.3 萬 | 0.22% | +7,000+17.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 51,320 | $63.0 萬 | 0.05% | +9,386+22.4% | 加碼 |
| Susquehanna International Group, LLP | 57,838 | $71.0 萬 | 0.00% | +57,838 | 新進 |
| Centaurus Financial, Inc. | 59,569 | $73.2 萬 | 0.07% | −6,572−9.9% | 減碼 |
| Wedbush Securities Inc | 59,670 | $73.3 萬 | 0.04% | +11,856+24.8% | 加碼 |
| ICA Group Wealth Management, LLC | 57,190 | $74.7 萬 | 0.18% | +29,496+106.5% | 加碼 |
| Arkadios Wealth Advisors | 61,525 | $75.6 萬 | 0.10% | −10,953−15.1% | 減碼 |
| Kestra Advisory Services, LLC | 64,850 | $79.6 萬 | 0.01% | +7,490+13.1% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 66,976 | $82.2 萬 | 0.10% | −47,129−41.3% | 減碼 |
| Cresset Asset Management, LLC | 68,328 | $83.9 萬 | 0.01% | +2,166+3.3% | 加碼 |
| Brinker Capital Investments, LLC | 69,882 | $85.8 萬 | 0.02% | 00.0% | 不變 |
| RMB Capital Management, LLC | 78,252 | $96.1 萬 | 0.03% | +440+0.6% | 加碼 |
| Advisors Asset Management, Inc. | 79,281 | $97.4 萬 | 0.02% | −2,582−3.2% | 減碼 |
| Oppenheimer & Co Inc | 80,060 | $98.3 萬 | 0.02% | −3,250−3.9% | 減碼 |
| HBK Sorce Advisory LLC | 80,980 | $99.4 萬 | 0.03% | +37,918+88.1% | 加碼 |
| Stifel Financial Corp | 93,721 | $115.1 萬 | 0.00% | +8,171+9.6% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 97,136 | $119.3 萬 | 1.10% | −1,518−1.5% | 減碼 |
| Elequin Capital LP | 108,531 | $133.3 萬 | 0.38% | +108,531 | 新進 |
| Wolverine Asset Management LLC | 126,372 | $155.2 萬 | 0.02% | +126,372 | 新進 |
| Mutual Advisors, LLC | 130,910 | $160.8 萬 | 0.07% | −9,894−7.0% | 減碼 |
| Truist Financial Corp | 158,649 | $194.8 萬 | 0.00% | +23,696+17.6% | 加碼 |
| Janney Montgomery Scott LLC | 161,636 | $198.5 萬 | 0.01% | +82,460+104.1% | 加碼 |
| Envestnet Asset Management Inc | 180,763 | $222.0 萬 | 0.00% | −60,382−25.0% | 減碼 |
| Cetera Advisor Networks LLC | 184,999 | $227.2 萬 | 0.02% | +9,625+5.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 202,511 | $248.7 萬 | 0.05% | −2,476−1.2% | 減碼 |
| MML Investors Services, LLC | 215,307 | $264.4 萬 | 0.02% | +3,543+1.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 239,055 | $293.6 萬 | 0.02% | +3,123+1.3% | 加碼 |
| Wells Fargo & Company | 262,283 | $322.1 萬 | 0.00% | −18,259−6.5% | 減碼 |
| Naples Global Advisors, LLC | 273,083 | $335.3 萬 | 0.43% | +8,635+3.3% | 加碼 |
| Mariner, LLC | 316,502 | $388.6 萬 | 0.01% | +267,545+546.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 321,253 | $394.5 萬 | 0.01% | −5,386−1.6% | 減碼 |
| Raymond James & Associates | 323,869 | $397.7 萬 | 0.00% | +951+0.3% | 加碼 |
| Franklin Resources Inc | 331,306 | $406.8 萬 | 0.00% | −7,325−2.2% | 減碼 |
| Commonwealth Equity Services, LLC | 347,429 | $426.6 萬 | 0.01% | +7,721+2.3% | 加碼 |
| Ameriprise Financial Inc | 357,162 | $440.2 萬 | 0.00% | −82,082−18.7% | 減碼 |
| Advisor Group Holdings, Inc. | 412,721 | $506.7 萬 | 0.01% | −5,371−1.3% | 減碼 |
| Royal Bank of Canada | 419,976 | $515.7 萬 | 0.00% | −152,342−26.6% | 減碼 |
| UBS Group AG | 554,416 | $680.8 萬 | 0.00% | +24,046+4.5% | 加碼 |
| Bank of America Corp | 709,159 | $870.8 萬 | 0.00% | −459,396−39.3% | 減碼 |
| LPL Financial LLC | 709,899 | $871.8 萬 | 0.01% | +27,778+4.1% | 加碼 |
| Invesco Ltd. | 788,340 | $968.1 萬 | 0.00% | +78,763+11.1% | 加碼 |
| Guggenheim Capital LLC | 936,849 | $1,150 萬 | 0.10% | −63,737−6.4% | 減碼 |
| Morgan Stanley | 2,045,265 | $2,512 萬 | 0.00% | +782,028+61.9% | 加碼 |
| Johnson & White Wealth Management, LLC | 115,884 | – | – | +115,884 | 新進 |
| Paragon Financial Partners, Inc. | 0 | $0 | 0.00% | −560,043−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −37,961−100.0% | 清倉 |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −31,192−100.0% | 清倉 |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −14,900−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −11,507−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −5,740−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −2,577−100.0% | 清倉 |
| First Financial Corp | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,361−100.0% | 清倉 |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −225−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | 本季未申報 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |
| Cornerstone Wealth Management, LLC | – | – | – | – | 本季未申報 |
| FourThought Financial, LLC | – | – | – | – | 本季未申報 |