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。
2024 年第 1 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2024/3/31 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
- 152
- 較 2023 年第 4 季 −7 家
- 持有股數
- 1,841 萬
- 較 2023 年第 4 季 +44.9 萬 (+2.5%)
- 總市值
- $2.38 億
- 較 2023 年第 4 季 +$1,629 萬 (+7.4%)
- 新進機構
- 14
- 另有 55 家加碼
- 清倉機構
- 21
- 另有 41 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 2,064,948 | $2,670 萬 | 1.11% | +437,703+26.9% | 加碼 |
| Morgan Stanley | 1,688,979 | $2,184 萬 | 0.00% | −18,020−1.1% | 減碼 |
| LPL Financial LLC | 1,581,327 | $2,045 萬 | 0.01% | +66,809+4.4% | 加碼 |
| Invesco Ltd. | 1,075,974 | $1,391 萬 | 0.00% | −129,566−10.7% | 減碼 |
| Guggenheim Capital LLC | 972,244 | $1,257 萬 | 0.09% | −2,469−0.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 691,886 | $894.6 萬 | 0.01% | +23,281+3.5% | 加碼 |
| Bank of America Corp | 661,397 | $855.2 萬 | 0.00% | −14,213−2.1% | 減碼 |
| UBS Group AG | 579,524 | $749.3 萬 | 0.00% | −32,039−5.2% | 減碼 |
| Principal Securities, Inc. | 490,307 | $634.0 萬 | 0.20% | +47,406+10.7% | 加碼 |
| Balanced Wealth Group LLC | 489,265 | $609.2 萬 | 2.71% | +65,220+15.4% | 加碼 |
| Advisor Group Holdings, Inc. | 420,220 | $543.4 萬 | 0.01% | −540−0.1% | 減碼 |
| Raymond James & Associates | 383,923 | $496.4 萬 | 0.00% | +5,005+1.3% | 加碼 |
| Royal Bank of Canada | 382,615 | $494.7 萬 | 0.00% | −27,719−6.8% | 減碼 |
| Shaker Financial Services, LLC | 358,786 | $463.9 萬 | 1.79% | +76,808+27.2% | 加碼 |
| Franklin Resources Inc | 315,461 | $407.9 萬 | 0.00% | +2,429+0.8% | 加碼 |
| Commonwealth Equity Services, LLC | 305,854 | $395.5 萬 | 0.01% | −21,745−6.6% | 減碼 |
| Wells Fargo & Company | 297,931 | $385.2 萬 | 0.00% | +15,676+5.6% | 加碼 |
| MML Investors Services, LLC | 284,656 | $368.1 萬 | 0.02% | +66,949+30.8% | 加碼 |
| Karpus Management, Inc. | 272,180 | $351.9 萬 | 0.10% | −1,252−0.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 270,591 | $349.9 萬 | 0.31% | +66,705+32.7% | 加碼 |
| Envestnet Asset Management Inc | 264,012 | $341.4 萬 | 0.00% | −14,740−5.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 258,989 | $334.9 萬 | 0.01% | +5,692+2.2% | 加碼 |
| Truist Financial Corp | 250,683 | $324.1 萬 | 0.00% | −19,774−7.3% | 減碼 |
| Ameriprise Financial Inc | 222,808 | $289.1 萬 | 0.00% | −4,758−2.1% | 減碼 |
| Naples Global Advisors, LLC | 222,013 | $287.1 萬 | 0.29% | −4,350−1.9% | 減碼 |
| Mariner, LLC | 207,987 | $268.9 萬 | 0.01% | −33,809−14.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 186,658 | $241.3 萬 | 0.03% | +2,743+1.5% | 加碼 |
| Cohen & Steers, Inc. | 182,931 | $236.5 萬 | 0.00% | +68,500+59.9% | 加碼 |
| Wedbush Securities Inc | 155,443 | $201.0 萬 | 0.07% | +92,755+148.0% | 加碼 |
| Ieq Capital, LLC | 137,052 | $177.2 萬 | 0.03% | −63,629−31.7% | 減碼 |
| Mutual Advisors, LLC | 121,383 | $156.9 萬 | 0.05% | +1,548+1.3% | 加碼 |
| Cetera Investment Advisers | 101,533 | $131.3 萬 | 0.00% | +71,505+238.1% | 加碼 |
| Wolverine Asset Management LLC | 91,453 | $118.2 萬 | 0.02% | +66,438+265.6% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 80,012 | $103.5 萬 | 0.06% | +12,182+18.0% | 加碼 |
| Cresset Asset Management, LLC | 76,510 | $98.9 萬 | 0.00% | +1,666+2.2% | 加碼 |
| Advisors Asset Management, Inc. | 72,858 | $94.2 萬 | 0.02% | −43,779−37.5% | 減碼 |
| Oppenheimer & Co Inc | 69,611 | $90.0 萬 | 0.01% | −1,416−2.0% | 減碼 |
| Kestra Advisory Services, LLC | 67,545 | $87.3 萬 | 0.01% | +1,219+1.8% | 加碼 |
| RMB Capital Management, LLC | 66,532 | $86.0 萬 | 0.02% | −6,339−8.7% | 減碼 |
| Janney Montgomery Scott LLC | 64,922 | $83.9 萬 | 0.00% | +2,480+4.0% | 加碼 |
| Private Advisor Group, LLC | 58,291 | $75.4 萬 | 0.01% | +18,847+47.8% | 加碼 |
| HighTower Advisors, LLC | 56,157 | $72.8 萬 | 0.00% | +19,172+51.8% | 加碼 |
| Stifel Financial Corp | 50,990 | $65.9 萬 | 0.00% | +163+0.3% | 加碼 |
| National Asset Management, Inc. | 53,746 | $64.5 萬 | 0.02% | −8,600−13.8% | 減碼 |
| Focus Financial Network, Inc. | 48,994 | $62.0 萬 | 0.03% | +48,994 | 新進 |
| Wealth Alliance Advisory Group, LLC | 47,271 | $61.1 萬 | 0.14% | −231−0.5% | 減碼 |
| Creative Planning | 46,442 | $60.0 萬 | 0.00% | +613+1.3% | 加碼 |
| Rockefeller Capital Management L.P. | 43,170 | $55.8 萬 | 0.00% | +30.0% | 加碼 |
| Steel Peak Wealth Management LLC | 43,135 | $55.8 萬 | 0.03% | +3,542+8.9% | 加碼 |
| Wealth Effects LLC | 43,026 | $55.6 萬 | 0.21% | −986−2.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 42,648 | $55.1 萬 | 0.17% | +347+0.8% | 加碼 |
| HBK Sorce Advisory LLC | 40,330 | $52.1 萬 | 0.02% | −400−1.0% | 減碼 |
| Mercer Global Advisors Inc | 39,832 | $51.5 萬 | 0.00% | −4,095−9.3% | 減碼 |
| Arkadios Wealth Advisors | 39,272 | $50.8 萬 | 0.04% | −176−0.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 36,277 | $46.9 萬 | 0.01% | +10,383+40.1% | 加碼 |
| Triumph Capital Management | 36,292 | $46.9 萬 | 0.19% | +952+2.7% | 加碼 |
| Stableford Capital II LLC | 35,053 | $45.3 萬 | 0.18% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 34,864 | $45.0 萬 | 0.05% | +2,300+7.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 34,131 | $44.1 萬 | 0.01% | +1,930+6.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 33,845 | $43.8 萬 | 0.07% | +375+1.1% | 加碼 |
| IFG Advisory, LLC | 33,785 | $43.7 萬 | 0.03% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 32,815 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Avory & Company, LLC | 30,308 | $39.2 萬 | 0.27% | 00.0% | 不變 |
| Prospera Financial Services Inc | 28,275 | $36.6 萬 | 0.01% | +1,623+6.1% | 加碼 |
| GWM Advisors LLC | 27,914 | $36.1 萬 | 0.00% | +1,700+6.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 27,703 | $35.8 萬 | 0.02% | −1,172−4.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 27,530 | $35.6 萬 | 0.04% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 26,574 | $34.4 萬 | 0.03% | +494+1.9% | 加碼 |
| Colony Group, LLC | 24,753 | $32.0 萬 | 0.00% | +5,128+26.1% | 加碼 |
| NBC Securities, Inc. | 24,549 | $31.7 萬 | 0.03% | +24+0.1% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 24,395 | $31.5 萬 | 0.25% | −2,955−10.8% | 減碼 |
| Flputnam Investment Management Co | 23,575 | $30.5 萬 | 0.01% | −2,200−8.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,219 | $28.7 萬 | 0.04% | 00.0% | 不變 |
| Jane Street Group, LLC | 22,135 | $28.6 萬 | 0.00% | +22,135 | 新進 |
| D.A. Davidson & Co. | 22,003 | $28.5 萬 | 0.00% | −421−1.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 19,580 | $25.3 萬 | 0.02% | +5,539+39.4% | 加碼 |
| Imprint Wealth LLC | 19,425 | $25.1 萬 | 0.06% | +19,425 | 新進 |
| CIBC Private Wealth Group, LLC | 18,708 | $24.2 萬 | 0.00% | +1,546+9.0% | 加碼 |
| Baird Financial Group, Inc. | 18,589 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 18,337 | $23.7 萬 | 0.05% | −8,396−31.4% | 減碼 |
| Diversified, LLC | 18,168 | $23.5 萬 | 0.03% | +79+0.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 18,008 | $23.3 萬 | 0.00% | +3,973+28.3% | 加碼 |
| CI Private Wealth, LLC | 17,475 | $22.6 萬 | 0.00% | −125−0.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 17,279 | $22.3 萬 | 0.01% | −4,241−19.7% | 減碼 |
| Silverlake Wealth Management LLC | 17,242 | $22.3 萬 | 0.11% | 00.0% | 不變 |
| Turtle Creek Wealth Advisors, LLC | 16,939 | $21.9 萬 | 0.05% | −4,082−19.4% | 減碼 |
| Robinson Capital Management, LLC | 17,189 | $21.9 萬 | 0.08% | +17,189 | 新進 |
| Abbrea Capital, LLC | 16,875 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| Summit Investment Advisory Services, LLC | 15,555 | $20.1 萬 | 0.12% | +340+2.2% | 加碼 |
| Main Street Group, LTD | 15,415 | $19.9 萬 | 0.09% | +14,435+1,473.0% | 加碼 |
| Centaurus Financial, Inc. | 15,188 | $19.6 萬 | 0.01% | +248+1.7% | 加碼 |
| Cornerstone Wealth Management, LLC | 14,372 | $18.6 萬 | 0.02% | +84+0.6% | 加碼 |
| AlphaStar Capital Management, LLC | 14,314 | $18.5 萬 | 0.02% | +14,314 | 新進 |
| Focused Wealth Management, Inc | 14,097 | $18.2 萬 | 0.03% | +350+2.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 13,672 | $17.7 萬 | 0.00% | −130−0.9% | 減碼 |
| Integrated Wealth Concepts LLC | 13,450 | $17.4 萬 | 0.00% | −615−4.4% | 減碼 |
| Jacobi Capital Management LLC | 13,240 | $17.1 萬 | 0.02% | +143+1.1% | 加碼 |
| Burford Brothers, Inc. | 13,200 | $17.1 萬 | 0.11% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 12,800 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 12,781 | $16.4 萬 | 0.00% | 00.0% | 不變 |