ETW

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

Overview Fund Activity

141 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
54
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$4.61M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$8.67M
3
1CP
1607 Capital Partners
Virginia
$5.29M
4
Invesco
Invesco
Georgia
$14.7M
5
UBS Group
UBS Group
Switzerland
$5.94M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$405K
2
Baird Financial Group
Baird Financial Group
Wisconsin
$0
3
WAM
Wolverine Asset Management
Illinois
$0
4
SA
SAM Advisors
California
$0
5
SFS
Shaker Financial Services
Virginia
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.76M -$10.2K -1,178 -0.6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.68M -$15.9K -1,835 -0.9%
PIWA
28
Prevail Innovative Wealth Advisors
Kansas
$1.61M +$373K +42,934 +30%
IPA
29
Investment Planning Advisors
Georgia
$1.51M – – –
PAS
30
Park Avenue Securities
New York
$1.4M -$68K -7,836 -5%
FSA
31
Franklin Street Advisors
North Carolina
$1.31M – – –
CK
32
Cohen Klingenstein
New York
$1.27M – – –
PAG
33
Private Advisor Group
New Jersey
$1.08M +$2.83K +326 +0.3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1M -$302K -34,784 -23%
QC
35
Quantedge Capital
Singapore
$973K +$58.2K +6,700 +6%
CA
36
Claro Advisors
Massachusetts
$883K -$89.8K -10,347 -9%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$814K -$113K -12,972 -12%
HighTower Advisors
38
HighTower Advisors
Illinois
$691K +$40.8K +4,705 +6%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$682K – – –
AWA
40
Arkadios Wealth Advisors
Georgia
$668K +$356 +41 +0.1%
Lido Advisors
41
Lido Advisors
California
$650K – – –
SA
42
Sanctuary Advisors
Indiana
$649K -$38.5K -4,531 -6%
TPW
43
Tiller Private Wealth
Pennsylvania
$628K +$62.2K +7,170 +11%
DADC
44
D.A. Davidson & Co
Montana
$612K -$6.55K -755 -1%
NA
45
NewEdge Advisors
Louisiana
$552K +$5.77K +665 +1%
KAS
46
Kestra Advisory Services
Texas
$549K -$803K -92,474 -59%
JPLA
47
Joseph P. Lucia & Associates
New York
$528K -$48.6K -5,598 -8%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$516K +$200 +23 +0%
Stifel Financial
49
Stifel Financial
Missouri
$487K +$62.9K +7,242 +15%
SFS
50
Shaker Financial Services
Virginia
$471K -$2.7M -310,650 -85%
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