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 2 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2023/6/30 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
- 149
- 較 2023 年第 1 季 +4 家
- 持有股數
- 1,562 萬
- 較 2023 年第 1 季 +202.0 萬 (+14.9%)
- 總市值
- $2.00 億
- 較 2023 年第 1 季 +$2,749 萬 (+16.0%)
- 新進機構
- 17
- 另有 63 家加碼
- 清倉機構
- 13
- 另有 29 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,751,918 | $2,239 萬 | 0.00% | −627,460−26.4% | 減碼 |
| Invesco Ltd. | 904,407 | $1,156 萬 | 0.00% | +195,759+27.6% | 加碼 |
| LPL Financial LLC | 902,406 | $1,153 萬 | 0.01% | +167,384+22.8% | 加碼 |
| Guggenheim Capital LLC | 851,224 | $1,088 萬 | 0.09% | −7,686−0.9% | 減碼 |
| Bank of America Corp | 622,118 | $795.1 萬 | 0.00% | +44,727+7.7% | 加碼 |
| UBS Group AG | 590,570 | $754.7 萬 | 0.00% | +36,336+6.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 477,947 | $610.8 萬 | 0.01% | +111,095+30.3% | 加碼 |
| Royal Bank of Canada | 460,683 | $588.8 萬 | 0.00% | +2,048+0.4% | 加碼 |
| Advisor Group Holdings, Inc. | 458,002 | $585.8 萬 | 0.01% | +45,867+11.1% | 加碼 |
| Paragon Financial Partners, Inc. | 453,730 | $579.9 萬 | 5.48% | +453,730 | 新進 |
| Cornerstone Advisors, LLC | 380,393 | $486.1 萬 | 0.23% | +380,393 | 新進 |
| Commonwealth Equity Services, LLC | 373,014 | $476.7 萬 | 0.01% | +17,870+5.0% | 加碼 |
| Sit Investment Associates Inc | 362,347 | $463.1 萬 | 0.12% | 00.0% | 不變 |
| Raymond James & Associates | 350,763 | $448.3 萬 | 0.00% | +18,261+5.5% | 加碼 |
| Franklin Resources Inc | 326,258 | $417.0 萬 | 0.00% | −258−0.1% | 減碼 |
| Mariner, LLC | 289,744 | $370.3 萬 | 0.01% | +4,386+1.5% | 加碼 |
| Wells Fargo & Company | 268,997 | $343.8 萬 | 0.00% | +22,798+9.3% | 加碼 |
| Ameriprise Financial Inc | 259,956 | $332.2 萬 | 0.00% | −103,651−28.5% | 減碼 |
| Naples Global Advisors, LLC | 255,683 | $326.8 萬 | 0.38% | −16,950−6.2% | 減碼 |
| Envestnet Asset Management Inc | 248,387 | $317.4 萬 | 0.00% | +53,234+27.3% | 加碼 |
| Truist Financial Corp | 244,958 | $313.1 萬 | 0.01% | +64,482+35.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 242,335 | $309.7 萬 | 0.01% | +4,630+1.9% | 加碼 |
| Karpus Management, Inc. | 221,370 | $282.9 萬 | 0.09% | +221,370 | 新進 |
| Wolverine Asset Management LLC | 212,927 | $272.1 萬 | 0.05% | +107,602+102.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 202,469 | $258.8 萬 | 0.34% | +182,872+933.2% | 加碼 |
| MML Investors Services, LLC | 200,170 | $255.8 萬 | 0.01% | +9,901+5.2% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 202,926 | $251.8 萬 | 0.08% | +202,926 | 新進 |
| Ieq Capital, LLC | 187,894 | $240.1 萬 | 0.05% | +187,894 | 新進 |
| Advisors Asset Management, Inc. | 175,783 | $224.7 萬 | 0.05% | +97,183+123.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 170,887 | $218.4 萬 | 0.04% | −29,899−14.9% | 減碼 |
| Mutual Advisors, LLC | 127,393 | $162.8 萬 | 0.06% | −1,511−1.2% | 減碼 |
| Shaker Financial Services, LLC | 95,333 | $121.8 萬 | 0.53% | +95,333 | 新進 |
| RMB Capital Management, LLC | 79,036 | $101.0 萬 | 0.03% | +348+0.4% | 加碼 |
| Wedbush Securities Inc | 78,438 | $100.2 萬 | 0.05% | +17,238+28.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 76,429 | $97.8 萬 | 0.01% | +27,696+56.8% | 加碼 |
| Cresset Asset Management, LLC | 71,502 | $91.4 萬 | 0.01% | +1,605+2.3% | 加碼 |
| Oppenheimer & Co Inc | 71,040 | $90.8 萬 | 0.02% | +2,855+4.2% | 加碼 |
| International Assets Investment Management, LLC | 71,788 | $90.6 萬 | 0.12% | +71,788 | 新進 |
| Cohen & Steers, Inc. | 66,192 | $84.6 萬 | 0.00% | +66,192 | 新進 |
| Kestra Advisory Services, LLC | 65,922 | $84.2 萬 | 0.01% | +11,169+20.4% | 加碼 |
| ICA Group Wealth Management, LLC | 65,723 | $84.0 萬 | 0.21% | +7,948+13.8% | 加碼 |
| Stifel Financial Corp | 65,687 | $83.9 萬 | 0.00% | −6,496−9.0% | 減碼 |
| Janney Montgomery Scott LLC | 64,029 | $81.8 萬 | 0.00% | −63,219−49.7% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 62,497 | $79.9 萬 | 0.06% | +4,006+6.8% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 61,735 | $78.9 萬 | 0.69% | +18,622+43.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 58,532 | $74.8 萬 | 0.08% | −8,444−12.6% | 減碼 |
| National Asset Management, Inc. | 53,554 | $68.6 萬 | 0.02% | +21,435+66.7% | 加碼 |
| Cetera Advisor Networks LLC | 48,678 | $62.2 萬 | 0.00% | −145,728−75.0% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 47,502 | $60.7 萬 | 0.21% | 00.0% | 不變 |
| Wealth Effects LLC | 46,390 | $59.3 萬 | 0.26% | +113+0.2% | 加碼 |
| Outlook Wealth Advisors, LLC | 44,945 | $57.4 萬 | 0.22% | 00.0% | 不變 |
| Private Advisor Group, LLC | 44,852 | $57.3 萬 | 0.00% | +316+0.7% | 加碼 |
| Rockefeller Capital Management L.P. | 44,363 | $56.7 萬 | 0.00% | +17,580+65.6% | 加碼 |
| Arkadios Wealth Advisors | 41,904 | $53.6 萬 | 0.06% | −17,022−28.9% | 減碼 |
| Focus Financial Network, Inc. | 41,524 | $53.1 萬 | 0.03% | +195+0.5% | 加碼 |
| Mercer Global Advisors Inc | 40,842 | $52.2 萬 | 0.00% | −1,066−2.5% | 減碼 |
| HBK Sorce Advisory LLC | 40,730 | $52.1 萬 | 0.02% | +240+0.6% | 加碼 |
| Stableford Capital II LLC | 36,053 | $47.2 萬 | 0.21% | +36,053 | 新進 |
| HighTower Advisors, LLC | 34,704 | $44.4 萬 | 0.00% | +2,861+9.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 34,617 | $44.2 萬 | 0.08% | −7,284−17.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 34,440 | $44.0 萬 | 0.02% | +6,933+25.2% | 加碼 |
| IFG Advisory, LLC | 33,785 | $43.2 萬 | 0.04% | +33,785 | 新進 |
| Keeley-Teton Advisors, LLC | 33,284 | $42.5 萬 | 0.05% | +720+2.2% | 加碼 |
| Triumph Capital Management | 32,636 | $41.7 萬 | 0.19% | +32,636 | 新進 |
| Arete Wealth Advisors, LLC | 31,585 | $40.4 萬 | 0.04% | −52−0.2% | 減碼 |
| Steel Peak Wealth Management LLC | 31,510 | $40.3 萬 | 0.02% | +1,182+3.9% | 加碼 |
| Creative Planning | 31,090 | $39.7 萬 | 0.00% | +19,445+167.0% | 加碼 |
| Kistler-Tiffany Companies, LLC | 30,931 | $39.5 萬 | 0.06% | +120.0% | 加碼 |
| Avory & Company, LLC | 30,308 | $38.7 萬 | 0.29% | 00.0% | 不變 |
| Cetera Investment Advisers | 30,301 | $38.7 萬 | 0.00% | −11,946−28.3% | 減碼 |
| Worth Asset Management, LLC | 29,721 | $38.0 萬 | 0.29% | +27,221+1,088.8% | 加碼 |
| GWM Advisors LLC | 27,318 | $34.9 萬 | 0.00% | +1,351+5.2% | 加碼 |
| Meridian Wealth Management, LLC | 27,068 | $34.6 萬 | 0.03% | +3,805+16.4% | 加碼 |
| Prospera Financial Services Inc | 25,455 | $32.5 萬 | 0.01% | +576+2.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 25,273 | $32.3 萬 | 0.00% | +4,956+24.4% | 加碼 |
| Essex Financial Services, Inc. | 25,116 | $32.1 萬 | 0.04% | +469+1.9% | 加碼 |
| Avantax Advisory Services, Inc. | 25,114 | $32.1 萬 | 0.00% | −3,215−11.3% | 減碼 |
| J.W. Cole Advisors, Inc. | 24,193 | $30.9 萬 | 0.02% | −8,461−25.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 23,419 | $29.9 萬 | 0.13% | +23,419 | 新進 |
| Global Retirement Partners, LLC | 21,878 | $28.0 萬 | 0.01% | +1,806+9.0% | 加碼 |
| Wesbanco Bank Inc | 21,470 | $27.4 萬 | 0.01% | +9,770+83.5% | 加碼 |
| Colony Group LLC | 21,367 | $27.3 萬 | 0.00% | −11−0.1% | 減碼 |
| Laidlaw Wealth Management LLC | 20,484 | $26.2 萬 | 0.05% | +5,651+38.1% | 加碼 |
| D.A. Davidson & Co. | 20,264 | $25.9 萬 | 0.00% | +571+2.9% | 加碼 |
| Jacobi Capital Management LLC | 20,079 | $25.7 萬 | 0.03% | +276+1.4% | 加碼 |
| Centaurus Financial, Inc. | 19,820 | $25.3 萬 | 0.02% | −31,277−61.2% | 減碼 |
| Diversified, LLC | 19,478 | $24.9 萬 | 0.06% | −105−0.5% | 減碼 |
| Abbrea Capital, LLC | 18,075 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 18,050 | $23.1 萬 | 0.03% | −200−1.1% | 減碼 |
| Hilltop Holdings Inc. | 17,719 | $22.6 萬 | 0.03% | +7,614+75.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 17,680 | $22.6 萬 | 0.00% | +6,680+60.7% | 加碼 |
| Silverlake Wealth Management LLC | 17,242 | $22.0 萬 | 0.12% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 17,162 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| CI Private Wealth, LLC | 16,975 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 15,726 | $20.1 萬 | 0.00% | +3,937+33.4% | 加碼 |
| Birchcreek Wealth Management, LLC | 15,334 | $19.6 萬 | 0.14% | −13,570−46.9% | 減碼 |
| AE Wealth Management LLC | 14,735 | $18.8 萬 | 0.00% | −160−1.1% | 減碼 |
| Summit Investment Advisory Services, LLC | 14,531 | $18.6 萬 | 0.12% | +231+1.6% | 加碼 |
| Buckingham Strategic Partners | 14,506 | $18.5 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisors LLC | 14,357 | $18.3 萬 | 0.00% | +730+5.4% | 加碼 |