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 3 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2024/9/30 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
- 166
- 較 2024 年第 2 季 +12 家
- 持有股數
- 1,997 萬
- 較 2024 年第 2 季 +102.5 萬 (+5.4%)
- 總市值
- $2.60 億
- 較 2024 年第 2 季 +$133.7 萬 (+0.5%)
- 新進機構
- 25
- 另有 58 家加碼
- 清倉機構
- 13
- 另有 39 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,822,228 | $2,515 萬 | 0.00% | +56,411+3.2% | 加碼 |
| LPL Financial LLC | 1,616,162 | $2,230 萬 | 0.01% | −35,630−2.2% | 減碼 |
| Invesco Ltd. | 1,407,123 | $1,942 萬 | 0.00% | +97,642+7.5% | 加碼 |
| Cornerstone Advisors, LLC | 1,212,836 | $1,674 萬 | 0.66% | −852,112−41.3% | 減碼 |
| Guggenheim Capital LLC | 1,114,686 | $1,538 萬 | 0.11% | +29,167+2.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 735,414 | $1,015 萬 | 0.01% | −1,282−0.2% | 減碼 |
| Bank of America Corp | 660,357 | $911.3 萬 | 0.00% | +15,473+2.4% | 加碼 |
| UBS Group AG | 596,183 | $822.7 萬 | 0.00% | +31,388+5.6% | 加碼 |
| Principal Securities, Inc. | 530,957 | $732.7 萬 | 0.18% | +14,570+2.8% | 加碼 |
| Balanced Wealth Group LLC | 523,952 | $722.1 萬 | 3.20% | +23,422+4.7% | 加碼 |
| Royal Bank of Canada | 350,324 | $483.5 萬 | 0.00% | −23,228−6.2% | 減碼 |
| Penserra Capital Management LLC | 347,600 | $479.6 萬 | 0.10% | +347,600 | 新進 |
| Raymond James & Associates | 333,676 | $460.5 萬 | 0.00% | −1,316−0.4% | 減碼 |
| Wells Fargo & Company | 322,061 | $444.4 萬 | 0.00% | +11,088+3.6% | 加碼 |
| Envestnet Asset Management Inc | 316,832 | $437.2 萬 | 0.00% | +26,649+9.2% | 加碼 |
| Truist Financial Corp | 309,313 | $426.9 萬 | 0.01% | +28,039+10.0% | 加碼 |
| Franklin Resources Inc | 301,227 | $419.9 萬 | 0.00% | +4,232+1.4% | 加碼 |
| Commonwealth Equity Services, LLC | 303,409 | $418.7 萬 | 0.01% | −3,028−1.0% | 減碼 |
| Shaker Financial Services, LLC | 301,302 | $415.8 萬 | 1.57% | −68,273−18.5% | 減碼 |
| MML Investors Services, LLC | 287,599 | $396.9 萬 | 0.01% | +5,850+2.1% | 加碼 |
| Advisor Group Holdings, Inc. | 284,950 | $393.2 萬 | 0.01% | −12,231−4.1% | 減碼 |
| Karpus Management, Inc. | 267,872 | $369.7 萬 | 0.10% | −1,704−0.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 257,300 | $355.1 萬 | 0.01% | +1,299+0.5% | 加碼 |
| Ameriprise Financial Inc | 231,743 | $319.8 萬 | 0.00% | +5,288+2.3% | 加碼 |
| Cohen & Steers, Inc. | 209,931 | $289.7 萬 | 0.01% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 208,598 | $287.9 萬 | 0.27% | −8,540−3.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 190,367 | $262.7 萬 | 0.03% | +3,696+2.0% | 加碼 |
| Mariner, LLC | 158,286 | $218.4 萬 | 0.00% | −6,623−4.0% | 減碼 |
| Investment Planning Advisors, Inc. | 153,081 | $209.3 萬 | 1.07% | 00.0% | 不變 |
| Private Advisor Group, LLC | 148,508 | $204.9 萬 | 0.01% | +89,430+151.4% | 加碼 |
| Ieq Capital, LLC | 134,965 | $186.3 萬 | 0.02% | −3,141−2.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 124,207 | $171.4 萬 | 0.02% | +124,207 | 新進 |
| Mutual Advisors, LLC | 121,894 | $168.9 萬 | 0.05% | +1,284+1.1% | 加碼 |
| Outlook Wealth Advisors, LLC | 109,495 | $151.1 萬 | 0.43% | −2,169−1.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 100,812 | $139.1 萬 | 0.07% | +2,500+2.5% | 加碼 |
| Cetera Investment Advisers | 96,772 | $133.5 萬 | 0.00% | −3,771−3.8% | 減碼 |
| Advisors Asset Management, Inc. | 95,413 | $131.7 萬 | 0.02% | +2,388+2.6% | 加碼 |
| Wedbush Securities Inc | 95,267 | $131.5 萬 | 0.05% | −11,213−10.5% | 減碼 |
| Cresset Asset Management, LLC | 80,005 | $110.4 萬 | 0.00% | +1,518+1.9% | 加碼 |
| Janney Montgomery Scott LLC | 71,487 | $98.7 萬 | 0.00% | +2,307+3.3% | 加碼 |
| Oppenheimer & Co Inc | 68,957 | $95.2 萬 | 0.01% | −654−0.9% | 減碼 |
| RMB Capital Management, LLC | 66,821 | $92.2 萬 | 0.02% | +143+0.2% | 加碼 |
| Arlington Capital Management, Inc. | 63,963 | $88.3 萬 | 0.73% | +63,963 | 新進 |
| Innova Wealth Partners | 63,963 | $88.3 萬 | 0.73% | +63,963 | 新進 |
| Stifel Financial Corp | 60,004 | $82.8 萬 | 0.00% | +9,474+18.7% | 加碼 |
| Meridian Wealth Management, LLC | 52,743 | $72.8 萬 | 0.04% | +11,374+27.5% | 加碼 |
| Focus Financial Network, Inc. | 52,430 | $72.4 萬 | 0.03% | +1,935+3.8% | 加碼 |
| HighTower Advisors, LLC | 51,552 | $71.1 萬 | 0.00% | +1,805+3.6% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 50,825 | $70.1 萬 | 0.21% | +13,026+34.5% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 47,046 | $64.9 萬 | 0.14% | 00.0% | 不變 |
| Creative Planning | 45,593 | $62.9 萬 | 0.00% | +137+0.3% | 加碼 |
| Steel Peak Wealth Management LLC | 43,167 | $59.6 萬 | 0.03% | +195+0.5% | 加碼 |
| Rockefeller Capital Management L.P. | 43,035 | $59.4 萬 | 0.00% | −277−0.6% | 減碼 |
| Wealth Effects LLC | 41,180 | $56.8 萬 | 0.20% | −1,761−4.1% | 減碼 |
| GWM Advisors LLC | 39,663 | $54.7 萬 | 0.00% | −1,600−3.9% | 減碼 |
| Stableford Capital II LLC | 36,303 | $50.6 萬 | 0.20% | +1,150+3.3% | 加碼 |
| HBK Sorce Advisory LLC | 34,812 | $48.0 萬 | 0.01% | −5,518−13.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 33,845 | $46.7 萬 | 0.06% | 00.0% | 不變 |
| IFG Advisory, LLC | 33,785 | $46.6 萬 | 0.03% | 00.0% | 不變 |
| Everstar Asset Management, LLC | 33,660 | $46.5 萬 | 0.32% | +33,660 | 新進 |
| Keeley-Teton Advisors, LLC | 32,815 | $45.3 萬 | 0.05% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 32,627 | $45.0 萬 | 0.01% | −1,938−5.6% | 減碼 |
| Gladstone Institutional Advisory LLC | 31,585 | $43.6 萬 | 0.02% | +4,127+15.0% | 加碼 |
| Prospera Financial Services Inc | 30,918 | $42.7 萬 | 0.01% | +642+2.1% | 加碼 |
| Avory & Company, LLC | 30,308 | $41.8 萬 | 0.25% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 30,314 | $41.4 萬 | 0.00% | +38+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 29,591 | $40.8 萬 | 0.00% | −37,160−55.7% | 減碼 |
| National Asset Management, Inc. | 29,226 | $40.3 萬 | 0.01% | −42,709−59.4% | 減碼 |
| Wolverine Asset Management LLC | 28,827 | $39.8 萬 | 0.01% | +7,511+35.2% | 加碼 |
| Arkadios Wealth Advisors | 28,458 | $39.3 萬 | 0.02% | 00.0% | 不變 |
| NBC Securities, Inc. | 28,281 | $39.0 萬 | 0.03% | +3,706+15.1% | 加碼 |
| Essex Financial Services, Inc. | 27,760 | $38.9 萬 | 0.03% | +516+1.9% | 加碼 |
| B&L Asset Management LLC | 27,736 | $38.3 萬 | 0.24% | +27,736 | 新進 |
| Colony Group, LLC | 26,381 | $36.4 萬 | 0.00% | +3,469+15.1% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 23,692 | $32.7 萬 | 0.23% | −77−0.3% | 減碼 |
| Flputnam Investment Management Co | 23,575 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 22,695 | $31.3 萬 | 0.01% | +1,945+9.4% | 加碼 |
| Triumph Capital Management | 22,450 | $31.0 萬 | 0.11% | −13,640−37.8% | 減碼 |
| Buckingham Strategic Partners | 20,653 | $28.5 萬 | 0.01% | +20,653 | 新進 |
| Equitable Holdings, Inc. | 20,513 | $28.3 萬 | 0.00% | +7,350+55.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 20,312 | $28.0 萬 | 0.00% | −1,546−7.1% | 減碼 |
| D.A. Davidson & Co. | 20,169 | $27.8 萬 | 0.00% | −1,891−8.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 19,650 | $27.1 萬 | 0.01% | +28+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 19,443 | $26.8 萬 | 0.00% | +3,023+18.4% | 加碼 |
| Baird Financial Group, Inc. | 19,090 | $26.3 萬 | 0.00% | +601+3.3% | 加碼 |
| Sanctuary Advisors, LLC | 18,163 | $25.7 萬 | 0.00% | −2,137−10.5% | 減碼 |
| Cerity Partners LLC | 18,340 | $25.3 萬 | 0.00% | +18,340 | 新進 |
| CI Private Wealth, LLC | 18,175 | $25.1 萬 | 0.00% | +700+4.0% | 加碼 |
| We Are One Seven, LLC | 17,517 | $24.2 萬 | 0.01% | +3,827+28.0% | 加碼 |
| Commons Capital, LLC | 17,415 | $24.0 萬 | 0.27% | +17,415 | 新進 |
| TCFG Wealth Management, LLC | 17,345 | $23.9 萬 | 0.12% | +17,345 | 新進 |
| Silverlake Wealth Management LLC | 17,242 | $23.8 萬 | 0.09% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 17,227 | $23.8 萬 | 0.02% | −10,303−37.4% | 減碼 |
| Robinson Capital Management, LLC | 17,189 | $23.3 萬 | 0.08% | 00.0% | 不變 |
| Diversified, LLC | 16,902 | $23.3 萬 | 0.03% | −228−1.3% | 減碼 |
| Diversified Enterprises, LLC | 16,902 | $23.3 萬 | 0.03% | +16,902 | 新進 |
| Summit Investment Advisory Services, LLC | 16,264 | $22.4 萬 | 0.12% | +16,264 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 15,854 | $21.9 萬 | 0.04% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 15,621 | $21.6 萬 | 0.02% | −175,217−91.8% | 減碼 |
| Centaurus Financial, Inc. | 15,426 | $21.3 萬 | 0.01% | +332+2.2% | 加碼 |