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。
2025 年第 3 季 13F 持有人
Eaton Vance Tax-Managed Buy-Write Opportunities Fund 在 2025/9/30 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
- 185
- 較 2025 年第 2 季 +2 家
- 持有股數
- 2,145 萬
- 較 2025 年第 2 季 +97.9 萬 (+4.8%)
- 總市值
- $3.05 億
- 較 2025 年第 2 季 +$2,145 萬 (+7.6%)
- 新進機構
- 15
- 另有 62 家加碼
- 清倉機構
- 13
- 另有 44 家減碼
另有 3 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,820,703 | $2,595 萬 | 0.00% | +70,502+4.0% | 加碼 |
| LPL Financial LLC | 1,782,262 | $2,540 萬 | 0.01% | +44,780+2.6% | 加碼 |
| Invesco Ltd. | 1,568,517 | $2,235 萬 | 0.00% | +50,008+3.3% | 加碼 |
| Guggenheim Capital LLC | 1,206,910 | $1,720 萬 | 0.13% | −82,440−6.4% | 減碼 |
| Raymond James Financial Inc | 1,020,627 | $1,454 萬 | 0.00% | +35,648+3.6% | 加碼 |
| Paragon Financial Partners, Inc. | 936,606 | $1,335 萬 | 8.43% | +12,828+1.4% | 加碼 |
| Bank of America Corp | 797,142 | $1,136 萬 | 0.00% | +23,580+3.0% | 加碼 |
| Principal Securities, Inc. | 652,755 | $930.2 萬 | 0.15% | +23,479+3.7% | 加碼 |
| Balanced Wealth Group LLC | 555,976 | $766.7 萬 | 3.37% | −2,538−0.5% | 減碼 |
| UBS Group AG | 491,757 | $700.8 萬 | 0.00% | −71,977−12.8% | 減碼 |
| Advisor Group Holdings, Inc. | 492,038 | $693.6 萬 | 0.01% | −13,134−2.6% | 減碼 |
| MML Investors Services, LLC | 466,568 | $664.9 萬 | 0.02% | +23,741+5.4% | 加碼 |
| Royal Bank of Canada | 444,706 | $633.7 萬 | 0.00% | +40,030+9.9% | 加碼 |
| Wells Fargo & Company | 433,839 | $618.2 萬 | 0.00% | +5,340+1.2% | 加碼 |
| Sims Investment Management, LLC | 394,221 | $561.8 萬 | 2.03% | +1,480+0.4% | 加碼 |
| Ameriprise Financial Inc | 390,576 | $556.6 萬 | 0.00% | +33,691+9.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 326,368 | $465.1 萬 | 0.03% | +49,036+17.7% | 加碼 |
| Shaker Financial Services, LLC | 322,604 | $459.7 萬 | 1.58% | +119,578+58.9% | 加碼 |
| Cornerstone Advisors, LLC | 316,595 | $451.1 萬 | 0.15% | +151,443+91.7% | 加碼 |
| Truist Financial Corp | 302,699 | $431.3 萬 | 0.01% | +18,763+6.6% | 加碼 |
| Franklin Resources Inc | 289,776 | $412.9 萬 | 0.00% | +3,981+1.4% | 加碼 |
| Envestnet Asset Management Inc | 288,286 | $410.8 萬 | 0.00% | −11,429−3.8% | 減碼 |
| Commonwealth Equity Services, LLC | 269,702 | $384.3 萬 | 0.00% | −41,034−13.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 252,149 | $359.3 萬 | 0.01% | +13,828+5.8% | 加碼 |
| Kingstone Capital Partners Texas, LLC | 248,268 | $353.8 萬 | 2.05% | +2,599+1.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 186,014 | $265.1 萬 | 0.02% | +52,645+39.5% | 加碼 |
| Sharpepoint LLC | 166,314 | $237.0 萬 | 2.14% | +7,984+5.0% | 加碼 |
| Advisors Asset Management, Inc. | 158,472 | $225.8 萬 | 0.04% | +74,235+88.1% | 加碼 |
| Cohen & Steers, Inc. | 156,931 | $223.6 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 150,093 | $213.9 萬 | 0.00% | −8,729−5.5% | 減碼 |
| Karpus Management, Inc. | 149,526 | $213.1 萬 | 0.07% | −26,594−15.1% | 減碼 |
| Naples Global Advisors, LLC | 148,513 | $211.6 萬 | 0.16% | −12,175−7.6% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 143,545 | $204.6 萬 | 0.40% | +29,310+25.7% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 134,630 | $191.8 萬 | 0.16% | +24,611+22.4% | 加碼 |
| Ieq Capital, LLC | 131,202 | $187.0 萬 | 0.01% | −100−0.1% | 減碼 |
| Outlook Wealth Advisors, LLC | 123,973 | $176.7 萬 | 0.44% | −12,659−9.3% | 減碼 |
| Wolverine Asset Management LLC | 123,880 | $176.5 萬 | 0.03% | +123,309+21,595.3% | 加碼 |
| Private Advisor Group, LLC | 122,438 | $174.5 萬 | 0.01% | −32,377−20.9% | 減碼 |
| Cetera Investment Advisers | 114,777 | $163.6 萬 | 0.00% | +21,122+22.6% | 加碼 |
| Wedbush Securities Inc | 113,123 | $161.2 萬 | 0.05% | +100+0.1% | 加碼 |
| Mutual Advisors, LLC | 108,308 | $153.9 萬 | 0.03% | −3,648−3.3% | 減碼 |
| PMG Family Office LLC | 104,865 | $149.4 萬 | 1.67% | +104,865 | 新進 |
| Rockefeller Capital Management L.P. | 96,298 | $137.2 萬 | 0.00% | +452+0.5% | 加碼 |
| Cresset Asset Management, LLC | 87,146 | $124.2 萬 | 0.01% | +1,831+2.1% | 加碼 |
| 1607 Capital Partners, LLC | 83,593 | $119.1 萬 | 0.09% | +83,593 | 新進 |
| Meridian Wealth Management, LLC | 82,784 | $118.0 萬 | 0.05% | +4,323+5.5% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 80,055 | $114.1 萬 | 0.05% | −225−0.3% | 減碼 |
| Stifel Financial Corp | 75,552 | $107.7 萬 | 0.00% | −5,655−7.0% | 減碼 |
| GWM Advisors LLC | 71,348 | $101.7 萬 | 0.00% | −657−0.9% | 減碼 |
| RMB Capital Management, LLC | 70,134 | $99.9 萬 | 0.02% | +2,872+4.3% | 加碼 |
| Mercer Global Advisors Inc | 67,095 | $95.6 萬 | 0.00% | +34,638+106.7% | 加碼 |
| Kestra Advisory Services, LLC | 67,023 | $95.5 萬 | 0.00% | −4,891−6.8% | 減碼 |
| Oppenheimer & Co Inc | 65,442 | $93.3 萬 | 0.01% | −140.0% | 減碼 |
| Janney Montgomery Scott LLC | 61,874 | $88.2 萬 | 0.00% | −3,668−5.6% | 減碼 |
| Arkadios Wealth Advisors | 58,766 | $83.7 萬 | 0.02% | 00.0% | 不變 |
| HighTower Advisors, LLC | 57,917 | $82.5 萬 | 0.00% | +180+0.3% | 加碼 |
| Two Sigma Investments, LP | 57,851 | $82.4 萬 | 0.00% | +57,851 | 新進 |
| Focus Financial Network, Inc. | 54,857 | $78.2 萬 | 0.03% | −212−0.4% | 減碼 |
| Farther Finance Advisors, LLC | 54,439 | $77.6 萬 | 0.01% | −1,800−3.2% | 減碼 |
| Creative Planning | 47,721 | $68.0 萬 | 0.00% | +4,303+9.9% | 加碼 |
| Readystate Asset Management LP | 47,216 | $67.3 萬 | 0.03% | +47,216 | 新進 |
| Wealth Alliance Advisory Group, LLC | 46,649 | $66.5 萬 | 0.12% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 46,006 | $65.6 萬 | 0.00% | +12,235+36.2% | 加碼 |
| WCG Wealth Advisors LLC | 45,360 | $64.6 萬 | 0.04% | +884+2.0% | 加碼 |
| Summit Financial, LLC | 41,928 | $59.7 萬 | 0.01% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 41,616 | $59.3 萬 | 0.02% | −508−1.2% | 減碼 |
| Stableford Capital II LLC | 38,355 | $54.7 萬 | 0.20% | −751−1.9% | 減碼 |
| Equitable Holdings, Inc. | 36,537 | $52.1 萬 | 0.00% | −1,500−3.9% | 減碼 |
| Wealth Effects LLC | 36,534 | $52.1 萬 | 0.17% | −685−1.8% | 減碼 |
| Portfolio Strategies, Inc. | 35,368 | $50.4 萬 | 0.06% | +35,368 | 新進 |
| GPS Wealth Strategies Group, LLC | 33,229 | $47.4 萬 | 0.05% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 32,815 | $46.8 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 32,524 | $46.3 萬 | 0.00% | +32,524 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 30,998 | $44.2 萬 | 0.00% | −948−3.0% | 減碼 |
| Avory & Company, LLC | 30,308 | $43.2 萬 | 0.26% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 29,851 | $42.5 萬 | 0.03% | +536+1.8% | 加碼 |
| NBC Securities, Inc. | 29,520 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| IFG Advisory, LLC | 27,962 | $39.8 萬 | 0.02% | 00.0% | 不變 |
| Everstar Asset Management, LLC | 25,960 | $37.0 萬 | 0.21% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 26,047 | $36.9 萬 | 0.01% | 00.0% | 不變 |
| Colony Group, LLC | 25,623 | $36.5 萬 | 0.00% | −470−1.8% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 22,670 | $34.7 萬 | 0.23% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 24,239 | $34.5 萬 | 0.01% | −41−0.2% | 減碼 |
| B&L Asset Management LLC | 24,025 | $34.2 萬 | 0.18% | 00.0% | 不變 |
| We Are One Seven, LLC | 23,932 | $34.1 萬 | 0.01% | +6,506+37.3% | 加碼 |
| Gladstone Institutional Advisory LLC | 23,790 | $33.9 萬 | 0.01% | −8,902−27.2% | 減碼 |
| Commons Capital, LLC | 23,548 | $33.6 萬 | 0.23% | +3,142+15.4% | 加碼 |
| Belpointe Asset Management LLC | 23,140 | $33.0 萬 | 0.01% | +2,095+10.0% | 加碼 |
| Fortis Capital Advisors, LLC | 23,140 | $33.0 萬 | 0.05% | +2,095+10.0% | 加碼 |
| Shikiar Asset Management Inc | 23,075 | $32.9 萬 | 0.08% | +23,075 | 新進 |
| Texas Capital Bancshares Inc | 22,777 | $32.5 萬 | 0.13% | +22,777 | 新進 |
| D.A. Davidson & Co. | 20,022 | $28.5 萬 | 0.00% | −57−0.3% | 減碼 |
| Susquehanna International Group, LLP | 19,774 | $28.2 萬 | 0.00% | +2,030+11.4% | 加碼 |
| Triumph Capital Management | 19,575 | $27.9 萬 | 0.08% | −3,774−16.2% | 減碼 |
| Westend Capital Management, LLC | 18,867 | $26.9 萬 | 0.08% | +1,012+5.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 18,260 | $26.1 萬 | 0.00% | −35−0.2% | 減碼 |
| CI Private Wealth, LLC | 18,175 | $25.9 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 17,860 | $25.5 萬 | 0.00% | −855−4.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 17,751 | $25.3 萬 | 0.01% | 00.0% | 不變 |
| Summit Investment Advisory Services, LLC | 17,702 | $25.2 萬 | 0.10% | +370+2.1% | 加碼 |