ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

Overview Fund Activity

141 hedge funds and large institutions have $301M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
35
Increased
47
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$140M
2
SFS
2
Shaker Financial Services
Virginia
$4.02M
3
KIM
3
Karpus Investment Management
New York
$2.61M
4
WAM
4
Wolverine Asset Management
Illinois
$1.94M
5
Truist Financial
5
Truist Financial
North Carolina
$1.21M

Top Sellers

1
UIC
1
Uniplan Investment Counsel
Wisconsin
$0
2
Bank of America
2
Bank of America
North Carolina
$16.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$451K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBFC
26
Roman Butler Fullerton & Co
Missouri
$1.53M -$4.66K -571 -0.3%
Truist Financial
27
Truist Financial
North Carolina
$1.21M +$1.06M +136,318 +679%
IAIM
28
International Assets Investment Management
Florida
$1.13M +$633K +81,633 +127%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.04M -$106K -13,629 -9%
CAN
30
Cetera Advisor Networks
California
$1.01M +$59.8K +7,711 +6%
AAS
31
Avantax Advisory Services
Texas
$975K -$169K -21,758 -15%
SI
32
Saxon Interests
Texas
$893K -$19.3K -2,442 -2%
CAC
33
Certified Advisory Corp
Florida
$785K +$21.6K +2,785 +3%
WAM
34
Weiss Asset Management
Massachusetts
$770K +$770K +99,201 New
AWA
35
Arkadios Wealth Advisors
Georgia
$747K -$160K -20,563 -18%
LCM
36
Landscape Capital Management
New Jersey
$650K +$650K +83,720 New
MA
37
Mutual Advisors
Nebraska
$626K -$107K -13,817 -15%
FHA
38
Flagship Harbor Advisors
Massachusetts
$616K +$7.76K +1,000 +1%
EC
39
Elequin Capital
New York
$613K +$613K +79,012 New
TPW
40
Tiller Private Wealth
Pennsylvania
$612K -$12.8K -1,655 -2%
JPLA
41
Joseph P. Lucia & Associates
New York
$602K +$602K +70,682 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$491K +$131K +16,895 +36%
JWCA
43
J.W. Cole Advisors
Florida
$490K -$24.6K -3,175 -5%
AGM
44
Alpine Global Management
New York
$482K +$482K +62,095 New
Stifel Financial
45
Stifel Financial
Missouri
$451K -$815K -105,009 -64%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$409K -$99K -12,760 -19%
Citigroup
47
Citigroup
New York
$385K +$16K +2,066 +4%
Mariner
48
Mariner
Kansas
$383K -$3.49K -450 -0.9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$379K +$379K +48,837 New
IA
50
IFP Advisors
Florida
$362K +$75K +6,364 +26%
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