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 4 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2023/12/31 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
- 160
- 較 2023 年第 3 季 +13 家
- 持有股數
- 1,801 萬
- 較 2023 年第 3 季 +263.6 萬 (+17.2%)
- 總市值
- $2.22 億
- 較 2023 年第 3 季 +$3,792 萬 (+20.6%)
- 新進機構
- 22
- 另有 47 家加碼
- 清倉機構
- 9
- 另有 52 家減碼
另有 3 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Keeley-Teton Advisors, LLC | 32,815 | $40.5 萬 | 0.05% | −1,200−3.5% | 減碼 |
| GPS Wealth Strategies Group, LLC | 33,470 | $41.3 萬 | 0.08% | −1,147−3.3% | 減碼 |
| IFG Advisory, LLC | 33,785 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| Stableford Capital II LLC | 35,053 | $43.5 萬 | 0.19% | 00.0% | 不變 |
| Triumph Capital Management | 35,340 | $43.6 萬 | 0.18% | +2,612+8.0% | 加碼 |
| Meridian Wealth Management, LLC | 35,942 | $44.3 萬 | 0.03% | +403+1.1% | 加碼 |
| HighTower Advisors, LLC | 36,985 | $45.4 萬 | 0.00% | +4,600+14.2% | 加碼 |
| Private Advisor Group, LLC | 39,444 | $48.6 萬 | 0.00% | −5,110−11.5% | 減碼 |
| Arkadios Wealth Advisors | 39,448 | $48.6 萬 | 0.04% | −1,138−2.8% | 減碼 |
| Steel Peak Wealth Management LLC | 39,593 | $48.8 萬 | 0.03% | +10,606+36.6% | 加碼 |
| HBK Sorce Advisory LLC | 40,730 | $50.2 萬 | 0.02% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 42,301 | $52.2 萬 | 0.18% | −2,644−5.9% | 減碼 |
| Rockefeller Capital Management L.P. | 43,167 | $53.2 萬 | 0.00% | −3,986−8.5% | 減碼 |
| Focus Financial Network Inc | 43,640 | $53.8 萬 | 0.02% | +43,640 | 新進 |
| Mercer Global Advisors Inc | 43,927 | $54.2 萬 | 0.00% | +3,085+7.6% | 加碼 |
| Wealth Effects LLC | 44,012 | $54.3 萬 | 0.20% | −2,391−5.2% | 減碼 |
| Creative Planning | 45,829 | $56.5 萬 | 0.00% | +14,885+48.1% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 47,502 | $58.6 萬 | 0.15% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 48,595 | $59.9 萬 | 0.00% | −7,178−12.9% | 減碼 |
| Stifel Financial Corp | 50,827 | $62.7 萬 | 0.00% | −6,978−12.1% | 減碼 |
| Janney Montgomery Scott LLC | 62,442 | $77.0 萬 | 0.00% | −2,757−4.2% | 減碼 |
| National Asset Management, Inc. | 62,346 | $77.0 萬 | 0.02% | +8,600+16.0% | 加碼 |
| Wedbush Securities Inc | 62,688 | $77.3 萬 | 0.03% | −14,086−18.3% | 減碼 |
| Kestra Advisory Services, LLC | 66,326 | $81.8 萬 | 0.01% | +6,619+11.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 67,830 | $83.6 萬 | 0.06% | +2,670+4.1% | 加碼 |
| Oppenheimer & Co Inc | 71,027 | $87.6 萬 | 0.02% | −130.0% | 減碼 |
| RMB Capital Management, LLC | 72,871 | $89.8 萬 | 0.03% | −6,296−8.0% | 減碼 |
| Cresset Asset Management, LLC | 74,844 | $92.3 萬 | 0.01% | +1,714+2.3% | 加碼 |
| Cohen & Steers, Inc. | 114,431 | $141.1 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 116,637 | $143.8 萬 | 0.03% | +18,279+18.6% | 加碼 |
| Mutual Advisors, LLC | 119,835 | $147.8 萬 | 0.05% | −2,046−1.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 183,915 | $226.8 萬 | 0.03% | −11,712−6.0% | 減碼 |
| Ieq Capital, LLC | 200,681 | $247.4 萬 | 0.04% | +7,151+3.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 203,886 | $251.4 萬 | 0.22% | +121,182+146.5% | 加碼 |
| MML Investors Services, LLC | 217,707 | $268.4 萬 | 0.01% | +15,409+7.6% | 加碼 |
| Sit Investment Associates Inc | 220,915 | $272.4 萬 | 0.07% | −102,549−31.7% | 減碼 |
| Naples Global Advisors, LLC | 226,363 | $279.1 萬 | 0.31% | −14,050−5.8% | 減碼 |
| Ameriprise Financial Inc | 227,566 | $280.6 萬 | 0.00% | −12,217−5.1% | 減碼 |
| Mariner, LLC | 241,796 | $298.1 萬 | 0.01% | −25,557−9.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 253,297 | $312.3 萬 | 0.01% | +3,326+1.3% | 加碼 |
| Truist Financial Corp | 270,457 | $333.5 萬 | 0.01% | +3,178+1.2% | 加碼 |
| Karpus Management, Inc. | 273,432 | $337.1 萬 | 0.10% | +58,462+27.2% | 加碼 |
| Envestnet Asset Management Inc | 278,752 | $343.7 萬 | 0.00% | +10,619+4.0% | 加碼 |
| Shaker Financial Services, LLC | 281,978 | $347.7 萬 | 1.43% | +135,463+92.5% | 加碼 |
| Wells Fargo & Company | 282,255 | $348.0 萬 | 0.00% | +33,961+13.7% | 加碼 |
| Franklin Resources Inc | 313,032 | $386.0 萬 | 0.00% | −17,813−5.4% | 減碼 |
| Commonwealth Equity Services, LLC | 327,599 | $403.9 萬 | 0.01% | −27,688−7.8% | 減碼 |
| Raymond James & Associates | 378,918 | $467.2 萬 | 0.00% | −13,178−3.4% | 減碼 |
| Royal Bank of Canada | 410,334 | $506.0 萬 | 0.00% | −26,862−6.1% | 減碼 |
| Advisor Group Holdings, Inc. | 420,760 | $518.8 萬 | 0.01% | −116,628−21.7% | 減碼 |
| Balanced Wealth Group LLC | 424,045 | $522.8 萬 | 2.72% | +424,045 | 新進 |
| Principal Securities, Inc. | 442,901 | $546.1 萬 | 0.20% | +442,901 | 新進 |
| UBS Group AG | 611,563 | $754.1 萬 | 0.00% | −16,161−2.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 668,605 | $824.4 萬 | 0.01% | +171,122+34.4% | 加碼 |
| Bank of America Corp | 675,610 | $833.0 萬 | 0.00% | +30,832+4.8% | 加碼 |
| Guggenheim Capital LLC | 974,713 | $1,202 萬 | 0.09% | +61,955+6.8% | 加碼 |
| Invesco Ltd. | 1,205,540 | $1,486 萬 | 0.00% | +141,042+13.2% | 加碼 |
| LPL Financial LLC | 1,514,518 | $1,867 萬 | 0.01% | +639,167+73.0% | 加碼 |
| Cornerstone Advisors, LLC | 1,627,245 | $2,006 萬 | 0.88% | +679,028+71.6% | 加碼 |
| Morgan Stanley | 1,706,999 | $2,105 萬 | 0.00% | +40,877+2.5% | 加碼 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −14,506−100.0% | 清倉 |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −14,401−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −10,311−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −6,923−100.0% | 清倉 |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −333−100.0% | 清倉 |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| Focus Financial Network, Inc. | – | – | – | – | 本季未申報 |
| Colony Group LLC | – | – | – | – | 本季未申報 |
| Column Capital Advisors, LLC | – | – | – | – | 本季未申報 |