ETW

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

Overview Fund Activity

144 hedge funds and large institutions have $196M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$6.47M
2
AA
2
AQR Arbitrage
Connecticut
$3.03M
3
1CP
3
1607 Capital Partners
Virginia
$2.01M
4
PAS
4
Park Avenue Securities
New York
$1.3M
5
KIM
5
Karpus Investment Management
New York
$13.8M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.13M
2
Truist Financial
2
Truist Financial
North Carolina
$172K
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$4.03M
4
CF
4
Centaurus Financial
California
$1.68M
5
RJA
5
Raymond James & Associates
Florida
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$1.8M +$27.8K +3,645 +2%
CK
27
Cohen Klingenstein
New York
$1.79M – – –
CF
28
Centaurus Financial
California
$1.68M -$869K -113,740 -34%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.65M +$83.3K +10,906 +5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.59M +$580K +75,973 +58%
RBFC
31
Roman Butler Fullerton & Co
Missouri
$1.47M +$12.1K +1,591 +0.8%
PAS
32
Park Avenue Securities
New York
$1.3M +$1.3M +170,533 New
CAN
33
Cetera Advisor Networks
California
$1.11M +$118K +15,470 +12%
PAG
34
Private Advisor Group
New Jersey
$968K -$1.08K -141 -0.1%
LCM
35
Landscape Capital Management
New Jersey
$883K +$176K +22,992 +25%
AWS
36
Atria Wealth Solutions
New York
$848K +$598K +78,269 +239%
FSA
37
Franklin Street Advisors
North Carolina
$843K +$84.3K +11,026 +11%
IAIM
38
International Assets Investment Management
Florida
$741K +$253K +33,375 +52%
CA
39
Claro Advisors
Massachusetts
$666K +$107K +14,008 +19%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$638K -$37.1K -4,860 -6%
Lido Advisors
41
Lido Advisors
California
$572K +$572K +74,900 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$554K -$43.9K -4,952 -7%
TPW
43
Tiller Private Wealth
Pennsylvania
$544K – – –
AWA
44
Arkadios Wealth Advisors
Georgia
$518K +$53.5K +6,998 +12%
DADC
45
D.A. Davidson & Co
Montana
$517K – – –
JPLA
46
Joseph P. Lucia & Associates
New York
$512K +$2.53K +331 +0.5%
PIWA
47
Prevail Innovative Wealth Advisors
Kansas
$476K +$204K +26,674 +75%
Stifel Financial
48
Stifel Financial
Missouri
$433K -$19.2K -2,511 -4%
AAS
49
Avantax Advisory Services
Texas
$424K -$289K -37,776 -40%
Citigroup
50
Citigroup
New York
$409K +$28.9K +3,788 +8%
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