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 4 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2024/12/31 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
- 178
- 較 2024 年第 3 季 +15 家
- 持有股數
- 2,031 萬
- 較 2024 年第 3 季 +141.7 萬 (+7.5%)
- 總市值
- $2.93 億
- 較 2024 年第 3 季 +$4,762 萬 (+19.4%)
- 新進機構
- 24
- 另有 57 家加碼
- 清倉機構
- 9
- 另有 44 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,853,541 | $2,671 萬 | 0.00% | +31,313+1.7% | 加碼 |
| LPL Financial LLC | 1,593,287 | $2,296 萬 | 0.01% | −22,875−1.4% | 減碼 |
| Invesco Ltd. | 1,446,364 | $2,084 萬 | 0.00% | +39,241+2.8% | 加碼 |
| Guggenheim Capital LLC | 1,319,674 | $1,902 萬 | 0.16% | +204,988+18.4% | 加碼 |
| Raymond James Financial Inc | 982,361 | $1,416 萬 | 0.01% | +982,361 | 新進 |
| Cornerstone Advisors, LLC | 843,863 | $1,216 萬 | 0.48% | −368,973−30.4% | 減碼 |
| Paragon Financial Partners, Inc. | 772,288 | $1,113 萬 | 8.38% | +772,288 | 新進 |
| UBS Group AG | 654,742 | $943.5 萬 | 0.00% | +58,559+9.8% | 加碼 |
| Bank of America Corp | 649,842 | $936.4 萬 | 0.00% | −10,515−1.6% | 減碼 |
| Principal Securities, Inc. | 553,448 | $797.5 萬 | 0.18% | +22,491+4.2% | 加碼 |
| Balanced Wealth Group LLC | 545,774 | $786.5 萬 | 3.53% | +21,822+4.2% | 加碼 |
| Sims Investment Management, LLC | 393,016 | $566.3 萬 | 3.20% | +393,016 | 新進 |
| Penserra Capital Management LLC | 372,711 | $537.0 萬 | 0.10% | +25,111+7.2% | 加碼 |
| Royal Bank of Canada | 351,661 | $506.8 萬 | 0.00% | +1,337+0.4% | 加碼 |
| Wells Fargo & Company | 344,165 | $495.9 萬 | 0.00% | +22,104+6.9% | 加碼 |
| Envestnet Asset Management Inc | 319,279 | $460.1 萬 | 0.00% | +2,447+0.8% | 加碼 |
| Truist Financial Corp | 310,202 | $447.0 萬 | 0.01% | +889+0.3% | 加碼 |
| Commonwealth Equity Services, LLC | 306,828 | $442.1 萬 | 0.01% | +3,419+1.1% | 加碼 |
| Franklin Resources Inc | 294,478 | $424.3 萬 | 0.00% | −6,749−2.2% | 減碼 |
| MML Investors Services, LLC | 293,219 | $422.5 萬 | 0.01% | +5,620+2.0% | 加碼 |
| Advisor Group Holdings, Inc. | 285,099 | $410.8 萬 | 0.01% | +149+0.1% | 加碼 |
| Ameriprise Financial Inc | 276,316 | $398.5 萬 | 0.00% | +44,573+19.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 269,094 | $387.8 萬 | 0.01% | +11,794+4.6% | 加碼 |
| Karpus Management, Inc. | 260,429 | $375.3 萬 | 0.11% | −7,443−2.8% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 226,088 | $325.8 萬 | 2.65% | +226,088 | 新進 |
| Cohen & Steers, Inc. | 209,931 | $302.5 萬 | 0.01% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 206,563 | $297.7 萬 | 0.28% | −2,035−1.0% | 減碼 |
| Shaker Financial Services, LLC | 192,501 | $277.4 萬 | 1.06% | −108,801−36.1% | 減碼 |
| Mariner, LLC | 161,838 | $233.2 萬 | 0.00% | +3,552+2.2% | 加碼 |
| Investment Planning Advisors, Inc. | 152,979 | $220.4 萬 | 0.96% | −102−0.1% | 減碼 |
| Private Advisor Group, LLC | 149,450 | $215.4 萬 | 0.01% | +942+0.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 146,141 | $210.6 萬 | 0.02% | −44,226−23.2% | 減碼 |
| Ieq Capital, LLC | 129,302 | $186.3 萬 | 0.02% | −5,663−4.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 123,500 | $178.0 萬 | 0.03% | −707−0.6% | 減碼 |
| Mutual Advisors, LLC | 123,623 | $176.2 萬 | 0.05% | +1,729+1.4% | 加碼 |
| Sharpepoint LLC | 121,845 | $175.6 萬 | 1.58% | +121,845 | 新進 |
| Wedbush Securities Inc | 116,468 | $167.8 萬 | 0.06% | +21,201+22.3% | 加碼 |
| Outlook Wealth Advisors, LLC | 105,011 | $151.3 萬 | 0.43% | −4,484−4.1% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 99,373 | $143.2 萬 | 0.07% | −1,439−1.4% | 減碼 |
| Cetera Investment Advisers | 97,966 | $141.2 萬 | 0.00% | +1,194+1.2% | 加碼 |
| Advisors Asset Management, Inc. | 93,766 | $135.1 萬 | 0.02% | −1,647−1.7% | 減碼 |
| Cresset Asset Management, LLC | 81,690 | $117.7 萬 | 0.01% | +1,685+2.1% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 76,806 | $110.7 萬 | 0.32% | +25,981+51.1% | 加碼 |
| Janney Montgomery Scott LLC | 70,006 | $100.9 萬 | 0.00% | −1,481−2.1% | 減碼 |
| Arlington Capital Management, Inc. | 69,065 | $99.5 萬 | 0.69% | +5,102+8.0% | 加碼 |
| RMB Capital Management, LLC | 66,961 | $96.5 萬 | 0.02% | +140+0.2% | 加碼 |
| Oppenheimer & Co Inc | 66,003 | $95.1 萬 | 0.01% | −2,954−4.3% | 減碼 |
| Stifel Financial Corp | 63,220 | $91.1 萬 | 0.00% | +3,216+5.4% | 加碼 |
| Meridian Wealth Management, LLC | 62,437 | $90.0 萬 | 0.04% | +9,694+18.4% | 加碼 |
| Kestra Advisory Services, LLC | 62,161 | $89.6 萬 | 0.00% | +32,570+110.1% | 加碼 |
| Arkadios Wealth Advisors | 58,766 | $84.7 萬 | 0.05% | +30,308+106.5% | 加碼 |
| Focus Financial Network, Inc. | 53,728 | $77.4 萬 | 0.03% | +1,298+2.5% | 加碼 |
| Rockefeller Capital Management L.P. | 53,035 | $76.4 萬 | 0.00% | +10,000+23.2% | 加碼 |
| HighTower Advisors, LLC | 48,449 | $69.8 萬 | 0.00% | −3,103−6.0% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 47,046 | $67.8 萬 | 0.14% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 44,162 | $63.6 萬 | 0.03% | +995+2.3% | 加碼 |
| Creative Planning | 44,155 | $63.6 萬 | 0.00% | −1,438−3.2% | 減碼 |
| Wealth Effects LLC | 38,244 | $55.1 萬 | 0.20% | −2,936−7.1% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38,190 | $55.0 萬 | 0.11% | +25,587+203.0% | 加碼 |
| Mercer Global Advisors Inc | 37,168 | $53.6 萬 | 0.00% | +6,854+22.6% | 加碼 |
| GPS Wealth Strategies Group, LLC | 36,686 | $52.9 萬 | 0.07% | +2,841+8.4% | 加碼 |
| Stableford Capital II LLC | 36,303 | $52.3 萬 | 0.21% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 34,812 | $50.2 萬 | 0.02% | 00.0% | 不變 |
| IFG Advisory, LLC | 33,785 | $48.7 萬 | 0.03% | 00.0% | 不變 |
| Everstar Asset Management, LLC | 33,360 | $48.1 萬 | 0.34% | −300−0.9% | 減碼 |
| GWM Advisors LLC | 33,238 | $47.9 萬 | 0.00% | −6,425−16.2% | 減碼 |
| Keeley-Teton Advisors, LLC | 32,815 | $47.3 萬 | 0.05% | 00.0% | 不變 |
| Executive Wealth Management, LLC | 32,088 | $46.2 萬 | 0.04% | +32,088 | 新進 |
| Prospera Financial Services Inc | 31,543 | $45.5 萬 | 0.01% | +625+2.0% | 加碼 |
| Gladstone Institutional Advisory LLC | 31,122 | $44.8 萬 | 0.02% | −463−1.5% | 減碼 |
| Avory & Company, LLC | 30,308 | $43.7 萬 | 0.24% | 00.0% | 不變 |
| National Asset Management, Inc. | 29,562 | $42.8 萬 | 0.01% | +336+1.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 28,637 | $41.3 萬 | 0.02% | −3,990−12.2% | 減碼 |
| Essex Financial Services, Inc. | 28,089 | $40.5 萬 | 0.03% | +329+1.2% | 加碼 |
| Colony Group, LLC | 27,927 | $40.2 萬 | 0.00% | +1,546+5.9% | 加碼 |
| Westend Capital Management, LLC | 26,914 | $38.8 萬 | 0.12% | +17,418+183.4% | 加碼 |
| B&L Asset Management LLC | 25,666 | $37.0 萬 | 0.23% | −2,070−7.5% | 減碼 |
| Flputnam Investment Management Co | 23,075 | $33.3 萬 | 0.01% | −500−2.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,695 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 22,600 | $32.6 萬 | 0.24% | −1,092−4.6% | 減碼 |
| Equitable Holdings, Inc. | 20,963 | $30.2 萬 | 0.00% | +450+2.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 20,731 | $29.9 萬 | 0.00% | +1,288+6.6% | 加碼 |
| Triumph Capital Management | 20,628 | $29.7 萬 | 0.10% | −1,822−8.1% | 減碼 |
| Buckingham Strategic Partners | 20,449 | $29.5 萬 | 0.00% | −204−1.0% | 減碼 |
| Commons Capital, LLC | 19,277 | $27.8 萬 | 0.25% | +1,862+10.7% | 加碼 |
| D.A. Davidson & Co. | 18,475 | $26.6 萬 | 0.00% | −1,694−8.4% | 減碼 |
| Cerity Partners LLC | 18,340 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 18,290 | $26.4 萬 | 0.00% | −800−4.2% | 減碼 |
| CI Private Wealth, LLC | 18,175 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 17,863 | $25.8 萬 | 0.00% | −300−1.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 17,751 | $25.6 萬 | 0.01% | −1,899−9.7% | 減碼 |
| TCFG Wealth Management, LLC | 17,345 | $25.0 萬 | 0.13% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 17,242 | $24.8 萬 | 0.10% | 00.0% | 不變 |
| Robinson Capital Management, LLC | 17,189 | $24.8 萬 | 0.10% | 00.0% | 不變 |
| We Are One Seven, LLC | 17,062 | $24.6 萬 | 0.01% | −455−2.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 17,162 | $24.5 萬 | 0.00% | −3,150−15.5% | 減碼 |
| Sigma Planning Corp | 16,687 | $24.0 萬 | 0.01% | +3,597+27.5% | 加碼 |
| Summit Investment Advisory Services, LLC | 16,607 | $23.9 萬 | 0.12% | +343+2.1% | 加碼 |
| Cannon Advisors, Inc. | 16,591 | $23.9 萬 | 0.20% | +3,766+29.4% | 加碼 |
| Diversified Enterprises, LLC | 16,503 | $23.8 萬 | 0.02% | −399−2.4% | 減碼 |