ETW

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

Overview Fund Activity

134 hedge funds and large institutions have $198M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
53
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$13.7M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$5.3M
3
CAM
3
Cresset Asset Management
Illinois
$4.3M
4
CA
4
Cornerstone Advisors
North Carolina
$2.69M
5
GC
5
Guggenheim Capital
Illinois
$12.9M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.16M
2
CF
2
Centaurus Financial
California
$2.74M
3
RJA
3
Raymond James & Associates
Florida
$13.7M
4
MA
4
Mutual Advisors
Nebraska
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$1.91M +$29.8K +3,624 +2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.69M -$170K -20,692 -9%
RBFC
28
Roman Butler Fullerton & Co
Missouri
$1.62M +$61.2K +7,259 +4%
Truist Financial
29
Truist Financial
North Carolina
$1.51M -$2.3K -280 -0.2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.08M -$50K -6,082 -4%
CAN
31
Cetera Advisor Networks
California
$1.06M +$5.05K +614 +0.5%
PAG
32
Private Advisor Group
New Jersey
$1.04M -$10.8K -1,313 -1%
FSA
33
Franklin Street Advisors
North Carolina
$816K +$816K +99,284 New
AAS
34
Avantax Advisory Services
Texas
$767K -$153K -18,654 -17%
LCM
35
Landscape Capital Management
New Jersey
$761K +$80K +9,738 +12%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$726K +$61.4K +7,465 +9%
SI
37
Saxon Interests
Texas
$717K -$67.5K -8,209 -9%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$603K +$397K +44,396 +193%
CA
39
Claro Advisors
Massachusetts
$601K +$49.1K +5,979 +9%
TPW
40
Tiller Private Wealth
Pennsylvania
$585K -$6.25K -760 -1%
DADC
41
D.A. Davidson & Co
Montana
$556K +$128K +15,623 +30%
JPLA
42
Joseph P. Lucia & Associates
New York
$548K -$29K -3,532 -5%
IAIM
43
International Assets Investment Management
Florida
$531K -$25.1K -3,049 -5%
AWA
44
Arkadios Wealth Advisors
Georgia
$500K -$177K -21,549 -26%
CAC
45
Certified Advisory Corp
Florida
$495K -$343K -41,784 -41%
Stifel Financial
46
Stifel Financial
Missouri
$486K +$12.3K +1,498 +3%
Mariner
47
Mariner
Kansas
$467K +$41.8K +5,081 +10%
JWCA
48
J.W. Cole Advisors
Florida
$412K -$6.57K -799 -2%
Citigroup
49
Citigroup
New York
$409K +$189 +23 +0%
DWM
50
Dakota Wealth Management
Florida
$383K +$210K +25,520 +121%
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