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。
2023 年第 1 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2023/3/31 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
- 147
- 較 2022 年第 4 季 0 家
- 持有股數
- 1,361 萬
- 較 2022 年第 4 季 −11.9 萬 (−0.9%)
- 總市值
- $1.72 億
- 較 2022 年第 4 季 +$545.4 萬 (+3.3%)
- 新進機構
- 13
- 另有 48 家加碼
- 清倉機構
- 13
- 另有 50 家減碼
另有 6 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,379,378 | $3,005 萬 | 0.00% | +334,113+16.3% | 加碼 |
| Guggenheim Capital LLC | 858,910 | $1,085 萬 | 0.09% | −77,939−8.3% | 減碼 |
| LPL Financial LLC | 735,022 | $928.3 萬 | 0.01% | +25,123+3.5% | 加碼 |
| Invesco Ltd. | 708,648 | $895.0 萬 | 0.00% | −79,692−10.1% | 減碼 |
| Bank of America Corp | 577,391 | $729.2 萬 | 0.00% | −131,768−18.6% | 減碼 |
| UBS Group AG | 554,234 | $700.0 萬 | 0.00% | −1820.0% | 減碼 |
| Royal Bank of Canada | 458,635 | $579.2 萬 | 0.00% | +38,659+9.2% | 加碼 |
| Advisor Group Holdings, Inc. | 412,135 | $520.3 萬 | 0.01% | −586−0.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 366,852 | $463.3 萬 | 0.01% | +45,599+14.2% | 加碼 |
| Ameriprise Financial Inc | 363,607 | $459.2 萬 | 0.00% | +6,445+1.8% | 加碼 |
| Sit Investment Associates Inc | 362,347 | $457.6 萬 | 0.12% | +362,347 | 新進 |
| Commonwealth Equity Services, LLC | 355,144 | $448.5 萬 | 0.01% | +7,715+2.2% | 加碼 |
| Raymond James & Associates | 332,502 | $420.0 萬 | 0.00% | +8,633+2.7% | 加碼 |
| Franklin Resources Inc | 326,516 | $412.4 萬 | 0.00% | −4,790−1.4% | 減碼 |
| Mariner, LLC | 285,358 | $360.5 萬 | 0.01% | −31,144−9.8% | 減碼 |
| Naples Global Advisors, LLC | 272,633 | $344.3 萬 | 0.43% | −450−0.2% | 減碼 |
| Wells Fargo & Company | 246,199 | $311.0 萬 | 0.00% | −16,084−6.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 237,705 | $300.2 萬 | 0.01% | −1,350−0.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 200,786 | $253.6 萬 | 0.04% | −1,725−0.9% | 減碼 |
| Envestnet Asset Management Inc | 195,153 | $246.5 萬 | 0.00% | +14,390+8.0% | 加碼 |
| Cetera Advisor Networks LLC | 194,406 | $245.5 萬 | 0.02% | +9,407+5.1% | 加碼 |
| MML Investors Services, LLC | 190,269 | $240.3 萬 | 0.02% | −25,038−11.6% | 減碼 |
| Truist Financial Corp | 180,476 | $227.9 萬 | 0.00% | +21,827+13.8% | 加碼 |
| Mutual Advisors, LLC | 128,904 | $162.8 萬 | 0.07% | −2,006−1.5% | 減碼 |
| Janney Montgomery Scott LLC | 127,248 | $160.7 萬 | 0.01% | −34,388−21.3% | 減碼 |
| Wolverine Asset Management LLC | 105,325 | $133.0 萬 | 0.02% | −21,047−16.7% | 減碼 |
| RMB Capital Management, LLC | 78,688 | $99.4 萬 | 0.03% | +436+0.6% | 加碼 |
| Advisors Asset Management, Inc. | 78,600 | $99.3 萬 | 0.02% | −681−0.9% | 減碼 |
| Stifel Financial Corp | 72,183 | $91.2 萬 | 0.00% | −21,538−23.0% | 減碼 |
| Cresset Asset Management, LLC | 69,897 | $88.3 萬 | 0.02% | +1,569+2.3% | 加碼 |
| Oppenheimer & Co Inc | 68,185 | $86.1 萬 | 0.02% | −11,875−14.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 66,976 | $84.6 萬 | 0.10% | 00.0% | 不變 |
| Wedbush Securities Inc | 61,200 | $77.3 萬 | 0.04% | +1,530+2.6% | 加碼 |
| Arkadios Wealth Advisors | 58,926 | $74.4 萬 | 0.09% | −2,599−4.2% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 58,491 | $73.9 萬 | 0.06% | +7,171+14.0% | 加碼 |
| ICA Group Wealth Management, LLC | 57,775 | $73.0 萬 | 0.17% | +585+1.0% | 加碼 |
| Kestra Advisory Services, LLC | 54,753 | $69.2 萬 | 0.01% | −10,097−15.6% | 減碼 |
| Centaurus Financial, Inc. | 51,097 | $64.5 萬 | 0.05% | −8,472−14.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 48,733 | $61.5 萬 | 0.01% | +4,055+9.1% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 47,502 | $60.0 萬 | 0.22% | 00.0% | 不變 |
| Wealth Effects LLC | 46,277 | $58.4 萬 | 0.30% | +963+2.1% | 加碼 |
| Bluefin Capital Management, LLC | – | $57.1 萬 | 0.08% | – | – |
| Outlook Wealth Advisors, LLC | 44,945 | $56.8 萬 | 0.25% | −1,831−3.9% | 減碼 |
| Private Advisor Group, LLC | 44,536 | $56.2 萬 | 0.01% | +2,072+4.9% | 加碼 |
| Cetera Investment Advisers | 42,247 | $53.4 萬 | 0.00% | −1,741−4.0% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 43,113 | $53.2 萬 | 0.57% | −54,023−55.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 41,901 | $52.9 萬 | 0.11% | +6,487+18.3% | 加碼 |
| Mercer Global Advisors Inc | 41,908 | $52.9 萬 | 0.00% | −3,658−8.0% | 減碼 |
| Focus Financial Network, Inc. | 41,329 | $52.2 萬 | 0.03% | +196+0.5% | 加碼 |
| HBK Sorce Advisory LLC | 40,490 | $51.1 萬 | 0.02% | −40,490−50.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 32,654 | $41.2 萬 | 0.03% | −11,385−25.9% | 減碼 |
| Keeley-Teton Advisors, LLC | 32,564 | $41.1 萬 | 0.05% | +704+2.2% | 加碼 |
| National Asset Management, Inc. | 32,119 | $40.6 萬 | 0.01% | −413−1.3% | 減碼 |
| HighTower Advisors, LLC | 31,843 | $40.2 萬 | 0.00% | +4,918+18.3% | 加碼 |
| Arete Wealth Advisors, LLC | 31,637 | $40.0 萬 | 0.03% | −4,160−11.6% | 減碼 |
| Kistler-Tiffany Companies, LLC | 30,919 | $39.1 萬 | 0.07% | +130.0% | 加碼 |
| Steel Peak Wealth Management LLC | 30,328 | $38.3 萬 | 0.03% | +3,494+13.0% | 加碼 |
| Avory & Company, LLC | 30,308 | $38.3 萬 | 0.26% | 00.0% | 不變 |
| Birchcreek Wealth Management, LLC | 28,904 | $36.5 萬 | 0.29% | +170+0.6% | 加碼 |
| Avantax Advisory Services, Inc. | 28,329 | $35.8 萬 | 0.00% | −6,328−18.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 27,507 | $34.7 萬 | 0.02% | +1,215+4.6% | 加碼 |
| Rockefeller Capital Management L.P. | 26,783 | $33.8 萬 | 0.00% | +1,300+5.1% | 加碼 |
| Prospera Financial Services Inc | 24,879 | $31.4 萬 | 0.01% | +535+2.2% | 加碼 |
| GWM Advisors LLC | 25,967 | $31.3 萬 | 0.00% | +3,893+17.6% | 加碼 |
| Essex Financial Services, Inc. | 24,647 | $31.1 萬 | 0.03% | +463+1.9% | 加碼 |
| Meridian Wealth Management, LLC | 23,263 | $29.4 萬 | 0.03% | +8,228+54.7% | 加碼 |
| Susquehanna International Group, LLP | 22,190 | $28.0 萬 | 0.00% | −35,648−61.6% | 減碼 |
| Colony Group LLC | 21,378 | $27.0 萬 | 0.00% | +560+2.7% | 加碼 |
| Elequin Capital LP | 21,319 | $26.9 萬 | 0.19% | −87,212−80.4% | 減碼 |
| Jane Street Group, LLC | 21,306 | $26.9 萬 | 0.00% | +21,306 | 新進 |
| Northwestern Mutual Wealth Management Co | 20,317 | $25.7 萬 | 0.00% | −13,526−40.0% | 減碼 |
| Jacobi Capital Management LLC | 19,803 | $25.0 萬 | 0.03% | +260+1.3% | 加碼 |
| D.A. Davidson & Co. | 19,693 | $24.9 萬 | 0.00% | −837−4.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 19,597 | $24.8 萬 | 0.03% | −15,185−43.7% | 減碼 |
| Diversified, LLC | 19,583 | $24.7 萬 | 0.09% | −967−4.7% | 減碼 |
| Global Retirement Partners, LLC | 20,072 | $24.2 萬 | 0.01% | +205+1.0% | 加碼 |
| Busey Wealth Management | 18,308 | $23.1 萬 | 0.01% | +1,204+7.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 18,250 | $23.0 萬 | 0.03% | +830+4.8% | 加碼 |
| Abbrea Capital, LLC | 18,075 | $22.8 萬 | 0.04% | −500−2.7% | 減碼 |
| Silverlake Wealth Management LLC | 17,242 | $21.8 萬 | 0.13% | 00.0% | 不變 |
| CI Private Wealth, LLC | 16,975 | $21.4 萬 | 0.00% | +16,975 | 新進 |
| Virtu Financial LLC | 16,839 | $21.3 萬 | 0.02% | −3,382−16.7% | 減碼 |
| AE Wealth Management LLC | 14,895 | $18.8 萬 | 0.00% | −293−1.9% | 減碼 |
| Laidlaw Wealth Management LLC | 14,833 | $18.7 萬 | 0.04% | +20.0% | 加碼 |
| Buckingham Strategic Partners | 14,506 | $18.3 萬 | 0.01% | −4,325−23.0% | 減碼 |
| Summit Investment Advisory Services, LLC | 14,300 | $18.1 萬 | 0.13% | +34+0.2% | 加碼 |
| Semus Wealth Partners LLC | 13,640 | $17.2 萬 | 0.19% | +60+0.4% | 加碼 |
| Cetera Advisors LLC | 13,627 | $17.2 萬 | 0.00% | +1,623+13.5% | 加碼 |
| V Wealth Advisors LLC | 13,595 | $17.2 萬 | 0.03% | −320−2.3% | 減碼 |
| Legacy Private Trust Co. | 13,275 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 13,115 | $16.6 萬 | 0.03% | −3,525−21.2% | 減碼 |
| National Wealth Management Group, LLC | 13,324 | $16.3 萬 | 0.19% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 12,800 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 12,677 | $16.0 萬 | 0.02% | +12,677 | 新進 |
| Empower Advisory Group, LLC | 12,466 | $15.6 萬 | 0.00% | +12,466 | 新進 |
| Gladstone Institutional Advisory LLC | 12,276 | $15.5 萬 | 0.01% | −4,414−26.4% | 減碼 |
| Merit Financial Group, LLC | 12,189 | $15.4 萬 | 0.01% | −10.0% | 減碼 |
| Integrated Wealth Concepts LLC | 11,789 | $14.9 萬 | 0.00% | +11,789 | 新進 |
| Wesbanco Bank Inc | 11,700 | $14.8 萬 | 0.01% | +11,700 | 新進 |
| Creative Planning | 11,645 | $14.7 萬 | 0.00% | −478−3.9% | 減碼 |