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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 29 | $0 | 0.00% | +29 | 新進 |
| FMR LLC | 2 | $25 | 0.00% | +2 | 新進 |
| Tompkins Financial Corp | 300 | $3,789 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 300 | $3,789 | 0.00% | 00.0% | 不變 |
| Grey Fox Wealth Advisors, LLC | 300 | $3,789 | 0.00% | +300 | 新進 |
| Bellevue Asset Management, LLC | 333 | $4,205 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 333 | $4,206 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 400 | $5,052 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 517 | $6,536 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 617 | $7,577 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 675 | $8,525 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 700 | $9,000 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 750 | $9,473 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 843 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 896 | $1.13 萬 | 0.00% | −14,285−94.1% | 減碼 |
| CoreFirst Bank & Trust | 937 | $1.18 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 1,000 | $1.26 萬 | 0.01% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 1,000 | $1.26 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $1.26 萬 | 0.01% | +1,000 | 新進 |
| SOA Wealth Advisors, LLC. | 1,250 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 1,298 | $1.64 萬 | 0.00% | +1,000+335.6% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 1,361 | $1.70 萬 | 0.01% | +1,361 | 新進 |
| Parallel Advisors, LLC | 1,412 | $1.78 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,500 | $1.89 萬 | 0.00% | +500+50.0% | 加碼 |
| Advisory Services Network, LLC | 1,851 | $2.34 萬 | 0.00% | +250+15.6% | 加碼 |
| Sandy Spring Bank | 2,000 | $2.53 萬 | 0.00% | 00.0% | 不變 |
| Worth Asset Management, LLC | 2,500 | $3.16 萬 | 0.02% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,671 | $3.37 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,169 | $4.00 萬 | 0.00% | +663+26.5% | 加碼 |
| Princeton Global Asset Management LLC | 3,479 | $4.39 萬 | 0.01% | +76+2.2% | 加碼 |
| US Bancorp | 3,954 | $4.99 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $5.06 萬 | 0.00% | – | – |
| Retirement Group, LLC | 5,439 | $6.90 萬 | 0.03% | 00.0% | 不變 |
| Montag A & Associates Inc | 5,900 | $7.45 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 6,923 | $8.74 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 7,484 | $9.45 萬 | 0.01% | +12+0.2% | 加碼 |
| Belpointe Asset Management LLC | 8,305 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 8,928 | $11.3 萬 | 0.06% | −1,500−14.4% | 減碼 |
| Hilltop Holdings Inc. | 10,105 | $12.8 萬 | 0.02% | +10,105 | 新進 |
| Ameritas Advisory Services, LLC | 10,311 | $12.9 萬 | 0.01% | −1,735−14.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 10,924 | $13.8 萬 | 0.00% | +441+4.2% | 加碼 |
| Integrated Advisors Network LLC | 10,928 | $13.8 萬 | 0.01% | +122+1.1% | 加碼 |
| Kingsview Wealth Management, LLC | 10,996 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 11,000 | $13.9 萬 | 0.00% | −1,962−15.1% | 減碼 |
| Citadel Advisors LLC | 11,074 | $14.0 萬 | 0.00% | −8,374−43.1% | 減碼 |
| Pinnacle Associates Ltd | 11,219 | $14.2 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 11,645 | $14.7 萬 | 0.00% | −478−3.9% | 減碼 |
| Wesbanco Bank Inc | 11,700 | $14.8 萬 | 0.01% | +11,700 | 新進 |
| Integrated Wealth Concepts LLC | 11,789 | $14.9 萬 | 0.00% | +11,789 | 新進 |
| Merit Financial Group, LLC | 12,189 | $15.4 萬 | 0.01% | −10.0% | 減碼 |
| Gladstone Institutional Advisory LLC | 12,276 | $15.5 萬 | 0.01% | −4,414−26.4% | 減碼 |
| Empower Advisory Group, LLC | 12,466 | $15.6 萬 | 0.00% | +12,466 | 新進 |
| Cornerstone Wealth Management, LLC | 12,677 | $16.0 萬 | 0.02% | +12,677 | 新進 |
| Principle Wealth Partners LLC | 12,800 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| National Wealth Management Group, LLC | 13,324 | $16.3 萬 | 0.19% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 13,115 | $16.6 萬 | 0.03% | −3,525−21.2% | 減碼 |
| Legacy Private Trust Co. | 13,275 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| V Wealth Advisors LLC | 13,595 | $17.2 萬 | 0.03% | −320−2.3% | 減碼 |
| Cetera Advisors LLC | 13,627 | $17.2 萬 | 0.00% | +1,623+13.5% | 加碼 |
| Semus Wealth Partners LLC | 13,640 | $17.2 萬 | 0.19% | +60+0.4% | 加碼 |
| Summit Investment Advisory Services, LLC | 14,300 | $18.1 萬 | 0.13% | +34+0.2% | 加碼 |
| Buckingham Strategic Partners | 14,506 | $18.3 萬 | 0.01% | −4,325−23.0% | 減碼 |
| Laidlaw Wealth Management LLC | 14,833 | $18.7 萬 | 0.04% | +20.0% | 加碼 |
| AE Wealth Management LLC | 14,895 | $18.8 萬 | 0.00% | −293−1.9% | 減碼 |
| Virtu Financial LLC | 16,839 | $21.3 萬 | 0.02% | −3,382−16.7% | 減碼 |
| CI Private Wealth, LLC | 16,975 | $21.4 萬 | 0.00% | +16,975 | 新進 |
| Silverlake Wealth Management LLC | 17,242 | $21.8 萬 | 0.13% | 00.0% | 不變 |
| Abbrea Capital, LLC | 18,075 | $22.8 萬 | 0.04% | −500−2.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 18,250 | $23.0 萬 | 0.03% | +830+4.8% | 加碼 |
| Busey Wealth Management | 18,308 | $23.1 萬 | 0.01% | +1,204+7.0% | 加碼 |
| Global Retirement Partners, LLC | 20,072 | $24.2 萬 | 0.01% | +205+1.0% | 加碼 |
| Diversified, LLC | 19,583 | $24.7 萬 | 0.09% | −967−4.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 19,597 | $24.8 萬 | 0.03% | −15,185−43.7% | 減碼 |
| D.A. Davidson & Co. | 19,693 | $24.9 萬 | 0.00% | −837−4.1% | 減碼 |
| Jacobi Capital Management LLC | 19,803 | $25.0 萬 | 0.03% | +260+1.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 20,317 | $25.7 萬 | 0.00% | −13,526−40.0% | 減碼 |
| Jane Street Group, LLC | 21,306 | $26.9 萬 | 0.00% | +21,306 | 新進 |
| Elequin Capital LP | 21,319 | $26.9 萬 | 0.19% | −87,212−80.4% | 減碼 |
| Colony Group LLC | 21,378 | $27.0 萬 | 0.00% | +560+2.7% | 加碼 |
| Susquehanna International Group, LLP | 22,190 | $28.0 萬 | 0.00% | −35,648−61.6% | 減碼 |
| Meridian Wealth Management, LLC | 23,263 | $29.4 萬 | 0.03% | +8,228+54.7% | 加碼 |
| Essex Financial Services, Inc. | 24,647 | $31.1 萬 | 0.03% | +463+1.9% | 加碼 |
| GWM Advisors LLC | 25,967 | $31.3 萬 | 0.00% | +3,893+17.6% | 加碼 |
| Prospera Financial Services Inc | 24,879 | $31.4 萬 | 0.01% | +535+2.2% | 加碼 |
| Rockefeller Capital Management L.P. | 26,783 | $33.8 萬 | 0.00% | +1,300+5.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 27,507 | $34.7 萬 | 0.02% | +1,215+4.6% | 加碼 |
| Avantax Advisory Services, Inc. | 28,329 | $35.8 萬 | 0.00% | −6,328−18.3% | 減碼 |
| Birchcreek Wealth Management, LLC | 28,904 | $36.5 萬 | 0.29% | +170+0.6% | 加碼 |
| Avory & Company, LLC | 30,308 | $38.3 萬 | 0.26% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 30,328 | $38.3 萬 | 0.03% | +3,494+13.0% | 加碼 |
| Kistler-Tiffany Companies, LLC | 30,919 | $39.1 萬 | 0.07% | +130.0% | 加碼 |
| Arete Wealth Advisors, LLC | 31,637 | $40.0 萬 | 0.03% | −4,160−11.6% | 減碼 |
| HighTower Advisors, LLC | 31,843 | $40.2 萬 | 0.00% | +4,918+18.3% | 加碼 |
| National Asset Management, Inc. | 32,119 | $40.6 萬 | 0.01% | −413−1.3% | 減碼 |
| Keeley-Teton Advisors, LLC | 32,564 | $41.1 萬 | 0.05% | +704+2.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 32,654 | $41.2 萬 | 0.03% | −11,385−25.9% | 減碼 |
| HBK Sorce Advisory LLC | 40,490 | $51.1 萬 | 0.02% | −40,490−50.0% | 減碼 |
| Focus Financial Network, Inc. | 41,329 | $52.2 萬 | 0.03% | +196+0.5% | 加碼 |
| Mercer Global Advisors Inc | 41,908 | $52.9 萬 | 0.00% | −3,658−8.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 41,901 | $52.9 萬 | 0.11% | +6,487+18.3% | 加碼 |