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 |
|---|---|---|---|---|---|
| American Institute for Advanced Investment Management, LLP | 43,113 | $53.2 萬 | 0.57% | −54,023−55.6% | 減碼 |
| Cetera Investment Advisers | 42,247 | $53.4 萬 | 0.00% | −1,741−4.0% | 減碼 |
| Private Advisor Group, LLC | 44,536 | $56.2 萬 | 0.01% | +2,072+4.9% | 加碼 |
| Outlook Wealth Advisors, LLC | 44,945 | $56.8 萬 | 0.25% | −1,831−3.9% | 減碼 |
| Bluefin Capital Management, LLC | – | $57.1 萬 | 0.08% | – | – |
| Wealth Effects LLC | 46,277 | $58.4 萬 | 0.30% | +963+2.1% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 47,502 | $60.0 萬 | 0.22% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 48,733 | $61.5 萬 | 0.01% | +4,055+9.1% | 加碼 |
| Centaurus Financial, Inc. | 51,097 | $64.5 萬 | 0.05% | −8,472−14.2% | 減碼 |
| Kestra Advisory Services, LLC | 54,753 | $69.2 萬 | 0.01% | −10,097−15.6% | 減碼 |
| ICA Group Wealth Management, LLC | 57,775 | $73.0 萬 | 0.17% | +585+1.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 58,491 | $73.9 萬 | 0.06% | +7,171+14.0% | 加碼 |
| Arkadios Wealth Advisors | 58,926 | $74.4 萬 | 0.09% | −2,599−4.2% | 減碼 |
| Wedbush Securities Inc | 61,200 | $77.3 萬 | 0.04% | +1,530+2.6% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 66,976 | $84.6 萬 | 0.10% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 68,185 | $86.1 萬 | 0.02% | −11,875−14.8% | 減碼 |
| Cresset Asset Management, LLC | 69,897 | $88.3 萬 | 0.02% | +1,569+2.3% | 加碼 |
| Stifel Financial Corp | 72,183 | $91.2 萬 | 0.00% | −21,538−23.0% | 減碼 |
| Advisors Asset Management, Inc. | 78,600 | $99.3 萬 | 0.02% | −681−0.9% | 減碼 |
| RMB Capital Management, LLC | 78,688 | $99.4 萬 | 0.03% | +436+0.6% | 加碼 |
| Wolverine Asset Management LLC | 105,325 | $133.0 萬 | 0.02% | −21,047−16.7% | 減碼 |
| Janney Montgomery Scott LLC | 127,248 | $160.7 萬 | 0.01% | −34,388−21.3% | 減碼 |
| Mutual Advisors, LLC | 128,904 | $162.8 萬 | 0.07% | −2,006−1.5% | 減碼 |
| Truist Financial Corp | 180,476 | $227.9 萬 | 0.00% | +21,827+13.8% | 加碼 |
| MML Investors Services, LLC | 190,269 | $240.3 萬 | 0.02% | −25,038−11.6% | 減碼 |
| Cetera Advisor Networks LLC | 194,406 | $245.5 萬 | 0.02% | +9,407+5.1% | 加碼 |
| Envestnet Asset Management Inc | 195,153 | $246.5 萬 | 0.00% | +14,390+8.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 200,786 | $253.6 萬 | 0.04% | −1,725−0.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 237,705 | $300.2 萬 | 0.01% | −1,350−0.6% | 減碼 |
| Wells Fargo & Company | 246,199 | $311.0 萬 | 0.00% | −16,084−6.1% | 減碼 |
| Naples Global Advisors, LLC | 272,633 | $344.3 萬 | 0.43% | −450−0.2% | 減碼 |
| Mariner, LLC | 285,358 | $360.5 萬 | 0.01% | −31,144−9.8% | 減碼 |
| Franklin Resources Inc | 326,516 | $412.4 萬 | 0.00% | −4,790−1.4% | 減碼 |
| Raymond James & Associates | 332,502 | $420.0 萬 | 0.00% | +8,633+2.7% | 加碼 |
| Commonwealth Equity Services, LLC | 355,144 | $448.5 萬 | 0.01% | +7,715+2.2% | 加碼 |
| Sit Investment Associates Inc | 362,347 | $457.6 萬 | 0.12% | +362,347 | 新進 |
| Ameriprise Financial Inc | 363,607 | $459.2 萬 | 0.00% | +6,445+1.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 366,852 | $463.3 萬 | 0.01% | +45,599+14.2% | 加碼 |
| Advisor Group Holdings, Inc. | 412,135 | $520.3 萬 | 0.01% | −586−0.1% | 減碼 |
| Royal Bank of Canada | 458,635 | $579.2 萬 | 0.00% | +38,659+9.2% | 加碼 |
| UBS Group AG | 554,234 | $700.0 萬 | 0.00% | −1820.0% | 減碼 |
| Bank of America Corp | 577,391 | $729.2 萬 | 0.00% | −131,768−18.6% | 減碼 |
| Invesco Ltd. | 708,648 | $895.0 萬 | 0.00% | −79,692−10.1% | 減碼 |
| LPL Financial LLC | 735,022 | $928.3 萬 | 0.01% | +25,123+3.5% | 加碼 |
| Guggenheim Capital LLC | 858,910 | $1,085 萬 | 0.09% | −77,939−8.3% | 減碼 |
| Morgan Stanley | 2,379,378 | $3,005 萬 | 0.00% | +334,113+16.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 17,162 | – | – | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −69,882−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −39,283−100.0% | 清倉 |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −37,190−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −17,670−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −11,400−100.0% | 清倉 |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −13,439−100.0% | 清倉 |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −11,118−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −5,341−100.0% | 清倉 |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −5,196−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,200−100.0% | 清倉 |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Concord Wealth Partners | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −115,884−100.0% | 清倉 |
| Laurel Wealth Advisors, Inc. | – | – | – | – | 本季未申報 |
| Financial Advisors Network, Inc. | – | – | – | – | 本季未申報 |
| Personal Capital Advisors Corp | – | – | – | – | 本季未申報 |
| Tyler-Stone Wealth Management | – | – | – | – | 本季未申報 |
| CoreCap Advisors, LLC | – | – | – | – | 本季未申報 |
| Sargent Bickham Lagudis LLC | – | – | – | – | 本季未申報 |