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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $13 | 0.00% | −1−50.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 19 | $243 | 0.00% | −10−34.5% | 減碼 |
| Tompkins Financial Corp | 300 | $3,834 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 300 | $3,834 | 0.00% | 00.0% | 不變 |
| Bellevue Asset Management, LLC | 333 | $4,255 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 333 | $4,256 | 0.00% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 400 | $5,112 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 517 | $6,613 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 617 | $7,577 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 675 | $8,627 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 700 | $9,000 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 750 | $9,585 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 843 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 875 | $1.12 萬 | 0.00% | +875 | 新進 |
| JPMorgan Chase & Co | 896 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 937 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Barrett & Company, Inc. | 1,000 | $1.28 萬 | 0.01% | 00.0% | 不變 |
| Column Capital Advisors, LLC | 1,000 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 1,000 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,250 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,500 | $1.92 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,430 | $3.11 萬 | 0.00% | +2,430 | 新進 |
| Harbour Investments, Inc. | 2,671 | $3.41 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 3,189 | $4.10 萬 | 0.00% | +20+0.6% | 加碼 |
| Princeton Global Asset Management LLC | 3,479 | $4.45 萬 | 0.01% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 3,600 | $4.60 萬 | 0.03% | +3,600 | 新進 |
| US Bancorp | 3,954 | $5.05 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $5.12 萬 | 0.00% | – | – |
| Retirement Group, LLC | 4,508 | $5.76 萬 | 0.02% | −931−17.1% | 減碼 |
| Elequin Capital LP | 5,183 | $6.62 萬 | 0.03% | −16,136−75.7% | 減碼 |
| Montag A & Associates Inc | 5,900 | $7.54 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 6,267 | $8.01 萬 | 0.00% | +4,855+343.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 6,923 | $8.85 萬 | 0.01% | 00.0% | 不變 |
| Private Trust Co NA | 7,496 | $9.58 萬 | 0.01% | +12+0.2% | 加碼 |
| Kingsview Wealth Management, LLC | 10,996 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| Money Concepts Capital Corp | 11,000 | $14.1 萬 | 0.01% | +11,000 | 新進 |
| Wealthcare Advisory Partners LLC | 11,118 | $14.2 萬 | 0.01% | +11,118 | 新進 |
| Virtu Financial LLC | 11,229 | $14.3 萬 | 0.01% | −5,610−33.3% | 減碼 |
| Pinnacle Associates Ltd | 11,219 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Merit Financial Group, LLC | 12,189 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 12,466 | $15.9 萬 | 0.00% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 12,800 | $16.4 萬 | 0.02% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 13,342 | $17.1 萬 | 0.03% | +227+1.7% | 加碼 |
| Gladstone Institutional Advisory LLC | 13,480 | $17.2 萬 | 0.01% | +1,204+9.8% | 加碼 |
| V Wealth Advisors LLC | 13,595 | $17.4 萬 | 0.03% | 00.0% | 不變 |
| National Wealth Management Group, LLC | 13,324 | $17.4 萬 | 0.18% | 00.0% | 不變 |
| Semus Wealth Partners LLC | 13,707 | $17.5 萬 | 0.16% | +67+0.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 13,935 | $17.8 萬 | 0.00% | +3,011+27.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 14,068 | $18.0 萬 | 0.02% | +1,391+11.0% | 加碼 |
| Cetera Advisors LLC | 14,357 | $18.3 萬 | 0.00% | +730+5.4% | 加碼 |
| Buckingham Strategic Partners | 14,506 | $18.5 萬 | 0.01% | 00.0% | 不變 |
| Summit Investment Advisory Services, LLC | 14,531 | $18.6 萬 | 0.12% | +231+1.6% | 加碼 |
| AE Wealth Management LLC | 14,735 | $18.8 萬 | 0.00% | −160−1.1% | 減碼 |
| Birchcreek Wealth Management, LLC | 15,334 | $19.6 萬 | 0.14% | −13,570−46.9% | 減碼 |
| Integrated Wealth Concepts LLC | 15,726 | $20.1 萬 | 0.00% | +3,937+33.4% | 加碼 |
| CI Private Wealth, LLC | 16,975 | $21.7 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 17,162 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 17,242 | $22.0 萬 | 0.12% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 17,680 | $22.6 萬 | 0.00% | +6,680+60.7% | 加碼 |
| Hilltop Holdings Inc. | 17,719 | $22.6 萬 | 0.03% | +7,614+75.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 18,050 | $23.1 萬 | 0.03% | −200−1.1% | 減碼 |
| Abbrea Capital, LLC | 18,075 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| Diversified, LLC | 19,478 | $24.9 萬 | 0.06% | −105−0.5% | 減碼 |
| Centaurus Financial, Inc. | 19,820 | $25.3 萬 | 0.02% | −31,277−61.2% | 減碼 |
| Jacobi Capital Management LLC | 20,079 | $25.7 萬 | 0.03% | +276+1.4% | 加碼 |
| D.A. Davidson & Co. | 20,264 | $25.9 萬 | 0.00% | +571+2.9% | 加碼 |
| Laidlaw Wealth Management LLC | 20,484 | $26.2 萬 | 0.05% | +5,651+38.1% | 加碼 |
| Colony Group LLC | 21,367 | $27.3 萬 | 0.00% | −11−0.1% | 減碼 |
| Wesbanco Bank Inc | 21,470 | $27.4 萬 | 0.01% | +9,770+83.5% | 加碼 |
| Global Retirement Partners, LLC | 21,878 | $28.0 萬 | 0.01% | +1,806+9.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 23,419 | $29.9 萬 | 0.13% | +23,419 | 新進 |
| J.W. Cole Advisors, Inc. | 24,193 | $30.9 萬 | 0.02% | −8,461−25.9% | 減碼 |
| Avantax Advisory Services, Inc. | 25,114 | $32.1 萬 | 0.00% | −3,215−11.3% | 減碼 |
| Essex Financial Services, Inc. | 25,116 | $32.1 萬 | 0.04% | +469+1.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 25,273 | $32.3 萬 | 0.00% | +4,956+24.4% | 加碼 |
| Prospera Financial Services Inc | 25,455 | $32.5 萬 | 0.01% | +576+2.3% | 加碼 |
| Meridian Wealth Management, LLC | 27,068 | $34.6 萬 | 0.03% | +3,805+16.4% | 加碼 |
| GWM Advisors LLC | 27,318 | $34.9 萬 | 0.00% | +1,351+5.2% | 加碼 |
| Worth Asset Management, LLC | 29,721 | $38.0 萬 | 0.29% | +27,221+1,088.8% | 加碼 |
| Cetera Investment Advisers | 30,301 | $38.7 萬 | 0.00% | −11,946−28.3% | 減碼 |
| Avory & Company, LLC | 30,308 | $38.7 萬 | 0.29% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 30,931 | $39.5 萬 | 0.06% | +120.0% | 加碼 |
| Creative Planning | 31,090 | $39.7 萬 | 0.00% | +19,445+167.0% | 加碼 |
| Steel Peak Wealth Management LLC | 31,510 | $40.3 萬 | 0.02% | +1,182+3.9% | 加碼 |
| Arete Wealth Advisors, LLC | 31,585 | $40.4 萬 | 0.04% | −52−0.2% | 減碼 |
| Triumph Capital Management | 32,636 | $41.7 萬 | 0.19% | +32,636 | 新進 |
| Keeley-Teton Advisors, LLC | 33,284 | $42.5 萬 | 0.05% | +720+2.2% | 加碼 |
| IFG Advisory, LLC | 33,785 | $43.2 萬 | 0.04% | +33,785 | 新進 |
| Dynamic Advisor Solutions LLC | 34,440 | $44.0 萬 | 0.02% | +6,933+25.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 34,617 | $44.2 萬 | 0.08% | −7,284−17.4% | 減碼 |
| HighTower Advisors, LLC | 34,704 | $44.4 萬 | 0.00% | +2,861+9.0% | 加碼 |
| Stableford Capital II LLC | 36,053 | $47.2 萬 | 0.21% | +36,053 | 新進 |
| HBK Sorce Advisory LLC | 40,730 | $52.1 萬 | 0.02% | +240+0.6% | 加碼 |
| Mercer Global Advisors Inc | 40,842 | $52.2 萬 | 0.00% | −1,066−2.5% | 減碼 |
| Focus Financial Network, Inc. | 41,524 | $53.1 萬 | 0.03% | +195+0.5% | 加碼 |
| Arkadios Wealth Advisors | 41,904 | $53.6 萬 | 0.06% | −17,022−28.9% | 減碼 |
| Rockefeller Capital Management L.P. | 44,363 | $56.7 萬 | 0.00% | +17,580+65.6% | 加碼 |
| Private Advisor Group, LLC | 44,852 | $57.3 萬 | 0.00% | +316+0.7% | 加碼 |
| Outlook Wealth Advisors, LLC | 44,945 | $57.4 萬 | 0.22% | 00.0% | 不變 |
| Wealth Effects LLC | 46,390 | $59.3 萬 | 0.26% | +113+0.2% | 加碼 |