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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 40,330 | $52.1 萬 | 0.02% | −400−1.0% | 減碼 |
| Outlook Wealth Advisors, LLC | 42,648 | $55.1 萬 | 0.17% | +347+0.8% | 加碼 |
| Wealth Effects LLC | 43,026 | $55.6 萬 | 0.21% | −986−2.2% | 減碼 |
| Steel Peak Wealth Management LLC | 43,135 | $55.8 萬 | 0.03% | +3,542+8.9% | 加碼 |
| Rockefeller Capital Management L.P. | 43,170 | $55.8 萬 | 0.00% | +30.0% | 加碼 |
| Creative Planning | 46,442 | $60.0 萬 | 0.00% | +613+1.3% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 47,271 | $61.1 萬 | 0.14% | −231−0.5% | 減碼 |
| Focus Financial Network, Inc. | 48,994 | $62.0 萬 | 0.03% | +48,994 | 新進 |
| National Asset Management, Inc. | 53,746 | $64.5 萬 | 0.02% | −8,600−13.8% | 減碼 |
| Stifel Financial Corp | 50,990 | $65.9 萬 | 0.00% | +163+0.3% | 加碼 |
| HighTower Advisors, LLC | 56,157 | $72.8 萬 | 0.00% | +19,172+51.8% | 加碼 |
| Private Advisor Group, LLC | 58,291 | $75.4 萬 | 0.01% | +18,847+47.8% | 加碼 |
| Janney Montgomery Scott LLC | 64,922 | $83.9 萬 | 0.00% | +2,480+4.0% | 加碼 |
| RMB Capital Management, LLC | 66,532 | $86.0 萬 | 0.02% | −6,339−8.7% | 減碼 |
| Kestra Advisory Services, LLC | 67,545 | $87.3 萬 | 0.01% | +1,219+1.8% | 加碼 |
| Oppenheimer & Co Inc | 69,611 | $90.0 萬 | 0.01% | −1,416−2.0% | 減碼 |
| Advisors Asset Management, Inc. | 72,858 | $94.2 萬 | 0.02% | −43,779−37.5% | 減碼 |
| Cresset Asset Management, LLC | 76,510 | $98.9 萬 | 0.00% | +1,666+2.2% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 80,012 | $103.5 萬 | 0.06% | +12,182+18.0% | 加碼 |
| Wolverine Asset Management LLC | 91,453 | $118.2 萬 | 0.02% | +66,438+265.6% | 加碼 |
| Cetera Investment Advisers | 101,533 | $131.3 萬 | 0.00% | +71,505+238.1% | 加碼 |
| Mutual Advisors, LLC | 121,383 | $156.9 萬 | 0.05% | +1,548+1.3% | 加碼 |
| Ieq Capital, LLC | 137,052 | $177.2 萬 | 0.03% | −63,629−31.7% | 減碼 |
| Wedbush Securities Inc | 155,443 | $201.0 萬 | 0.07% | +92,755+148.0% | 加碼 |
| Cohen & Steers, Inc. | 182,931 | $236.5 萬 | 0.00% | +68,500+59.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 186,658 | $241.3 萬 | 0.03% | +2,743+1.5% | 加碼 |
| Mariner, LLC | 207,987 | $268.9 萬 | 0.01% | −33,809−14.0% | 減碼 |
| Naples Global Advisors, LLC | 222,013 | $287.1 萬 | 0.29% | −4,350−1.9% | 減碼 |
| Ameriprise Financial Inc | 222,808 | $289.1 萬 | 0.00% | −4,758−2.1% | 減碼 |
| Truist Financial Corp | 250,683 | $324.1 萬 | 0.00% | −19,774−7.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 258,989 | $334.9 萬 | 0.01% | +5,692+2.2% | 加碼 |
| Envestnet Asset Management Inc | 264,012 | $341.4 萬 | 0.00% | −14,740−5.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 270,591 | $349.9 萬 | 0.31% | +66,705+32.7% | 加碼 |
| Karpus Management, Inc. | 272,180 | $351.9 萬 | 0.10% | −1,252−0.5% | 減碼 |
| MML Investors Services, LLC | 284,656 | $368.1 萬 | 0.02% | +66,949+30.8% | 加碼 |
| Wells Fargo & Company | 297,931 | $385.2 萬 | 0.00% | +15,676+5.6% | 加碼 |
| Commonwealth Equity Services, LLC | 305,854 | $395.5 萬 | 0.01% | −21,745−6.6% | 減碼 |
| Franklin Resources Inc | 315,461 | $407.9 萬 | 0.00% | +2,429+0.8% | 加碼 |
| Shaker Financial Services, LLC | 358,786 | $463.9 萬 | 1.79% | +76,808+27.2% | 加碼 |
| Royal Bank of Canada | 382,615 | $494.7 萬 | 0.00% | −27,719−6.8% | 減碼 |
| Raymond James & Associates | 383,923 | $496.4 萬 | 0.00% | +5,005+1.3% | 加碼 |
| Advisor Group Holdings, Inc. | 420,220 | $543.4 萬 | 0.01% | −540−0.1% | 減碼 |
| Balanced Wealth Group LLC | 489,265 | $609.2 萬 | 2.71% | +65,220+15.4% | 加碼 |
| Principal Securities, Inc. | 490,307 | $634.0 萬 | 0.20% | +47,406+10.7% | 加碼 |
| UBS Group AG | 579,524 | $749.3 萬 | 0.00% | −32,039−5.2% | 減碼 |
| Bank of America Corp | 661,397 | $855.2 萬 | 0.00% | −14,213−2.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 691,886 | $894.6 萬 | 0.01% | +23,281+3.5% | 加碼 |
| Guggenheim Capital LLC | 972,244 | $1,257 萬 | 0.09% | −2,469−0.3% | 減碼 |
| Invesco Ltd. | 1,075,974 | $1,391 萬 | 0.00% | −129,566−10.7% | 減碼 |
| LPL Financial LLC | 1,581,327 | $2,045 萬 | 0.01% | +66,809+4.4% | 加碼 |
| Morgan Stanley | 1,688,979 | $2,184 萬 | 0.00% | −18,020−1.1% | 減碼 |
| Cornerstone Advisors, LLC | 2,064,948 | $2,670 萬 | 1.11% | +437,703+26.9% | 加碼 |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −220,915−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −48,595−100.0% | 清倉 |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −35,942−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,998−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −24,191−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −18,999−100.0% | 清倉 |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −18,860−100.0% | 清倉 |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,199−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −17,880−100.0% | 清倉 |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −13,758−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −13,474−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −13,194−100.0% | 清倉 |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −12,814−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,507−100.0% | 清倉 |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −11,456−100.0% | 清倉 |
| Retirement Group, LLC | 0 | $0 | 0.00% | −4,508−100.0% | 清倉 |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,308−100.0% | 清倉 |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −875−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Focus Financial Network Inc | – | – | – | – | 本季未申報 |