ETW

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

Overview Fund Activity

143 hedge funds and large institutions have $231M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
54
Reduced
42
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$2.46M
2
AA
AQR Arbitrage
Connecticut
+$2.15M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.13M
4
Invesco
Invesco
Georgia
+$1.92M
5
KAS
Kestra Advisory Services
Texas
+$1.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$16.1M
2
EC
Elequin Capital
New York
-$748K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$565K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$417K
5
LPL Financial
LPL Financial
California
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
51
Joseph P. Lucia & Associates
New York
$542K +$3.9K +476 +0.7%
TPW
52
Tiller Private Wealth
Pennsylvania
$534K -$15.7K -1,910 -3%
AWA
53
Arkadios Wealth Advisors
Georgia
$532K -$24.7K -3,017 -4%
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$487K +$205K +24,979 +73%
NA
55
NewEdge Advisors
Louisiana
$468K -$78.2K -9,539 -14%
DWM
56
Dakota Wealth Management
Florida
$433K – – –
AWS
57
Atria Wealth Solutions
New York
$428K -$110K -13,386 -20%
SWM
58
Spire Wealth Management
Virginia
$425K – – –
CWM
59
Centurion Wealth Management
Virginia
$425K – – –
Stifel Financial
60
Stifel Financial
Missouri
$386K +$164 +20 +0%
AC
61
Avory & Company
Florida
$375K – – –
FLPIM
62
F.L. Putnam Investment Management
Massachusetts
$370K – – –
AFG
63
Atomi Financial Group
New York
$363K +$9.93K +1,211 +3%
Creative Planning
64
Creative Planning
Kansas
$350K -$4.92K -600 -1%
OC
65
Oppenheimer & Co
New York
$348K +$5.82K +710 +2%
Citigroup
66
Citigroup
New York
$325K +$82.1K +10,010 +34%
JWCA
67
J.W. Cole Advisors
Florida
$320K -$53.7K -6,554 -14%
Walleye Capital
68
Walleye Capital
New York
$305K -$57.2K -6,973 -16%
CAC
69
Certified Advisory Corp
Florida
$305K -$21.4K -2,612 -7%
SPIA
70
Steward Partners Investment Advisory
New York
$300K +$3.28K +400 +1%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$290K -$6.22K -759 -2%
AAS
72
Avantax Advisory Services
Texas
$279K -$152K -18,535 -35%
TLCM
73
Twin Lakes Capital Management
California
$273K +$7.86K +958 +3%
KTA
74
Keeley-Teton Advisors
Illinois
$254K – – –
JCM
75
Jacobi Capital Management
Pennsylvania
$249K +$4.49K +547 +2%
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3
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