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 %
AC
51
Avory & Company
Florida
$358K – – –
BRWA
52
B. Riley Wealth Advisors
Florida
$339K +$84.7K +10,920 +33%
Creative Planning
53
Creative Planning
Kansas
$330K +$25.1K +3,238 +8%
HighTower Advisors
54
HighTower Advisors
Illinois
$321K +$79.3K +10,276 +33%
CCG
55
Capital CS Group
California
$304K +$1.65K +213 +0.5%
DA
56
Doliver Advisors
Texas
$298K +$298K +38,339 New
DADC
57
D.A. Davidson & Co
Montana
$295K +$86.2K +11,105 +41%
NA
58
NewEdge Advisors
Louisiana
$289K +$5.35K +690 +2%
KC
59
Kingfisher Capital
North Carolina
$272K +$2.12K +273 +0.8%
CA
60
Claro Advisors
Massachusetts
$270K +$23.5K +3,029 +10%
SBIA
61
Sheaff Brock Investment Advisors
Indiana
$267K +$233 +30 +0.1%
RIL
62
Rothschild Investment LLC
Illinois
$266K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$256K -$2.55K -328 -1%
OC
64
Oppenheimer & Co
New York
$255K +$9.17K +1,181 +4%
SWM
65
Scissortail Wealth Management
Oklahoma
$253K +$253K +31,000 New
SWP
66
Stratos Wealth Partners
Ohio
$250K -$20K -2,577 -7%
KTA
67
Keeley-Teton Advisors
Illinois
$236K +$4.57K +589 +2%
TLCM
68
Twin Lakes Capital Management
California
$231K +$5.7K +734 +3%
VF
69
Virtu Financial
New York
$226K +$103K +13,286 +84%
JCM
70
Jacobi Capital Management
Pennsylvania
$223K -$5.74K -740 -3%
EH
71
Equitable Holdings
New York
$220K +$489 +63 +0.2%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$217K +$2.21K +285 +1%
AWS
73
Atria Wealth Solutions
New York
$202K -$23.1K -2,971 -10%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$194K -$65K -7,719 -25%
D
75
Diversified
Delaware
$184K +$1.72K +222 +0.9%
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3
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