ETW

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

Overview Fund Activity

119 hedge funds and large institutions have $189M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+13
Holders Change %
+12.26%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
37
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Landscape Capital Management
New Jersey
+$2.15M
2
GC
Guggenheim Capital
Illinois
+$1.56M
3
SFS
Shaker Financial Services
Virginia
+$1.54M
4
AWA
Arkadios Wealth Advisors
Georgia
+$1.3M
5
Morgan Stanley
Morgan Stanley
New York
+$1.29M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.23M
2
KIM
Karpus Investment Management
New York
-$5.34M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.77M
4
CCP
Clough Capital Partners
Massachusetts
-$1.25M
5
UBS Group
UBS Group
Switzerland
-$757K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
$142K +$142K +14,660 New
CA
77
Cetera Advisors
Colorado
$134K +$134K +13,801 New
IAIM
78
International Assets Investment Management
Florida
$133K – – –
AWM
79
AE Wealth Management
Kansas
$132K +$2.95K +305 +2%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$131K -$4.37K -450 -3%
WS
81
Wedbush Securities
California
$127K -$15K -1,550 -11%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$127K – – –
VWA
83
V Wealth Advisors
Kansas
$119K +$119K +12,324 New
KWM
84
Kingsview Wealth Management
Oregon
$113K +$3.11K +321 +3%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$112K +$11.2K +1,162 +11%
ACM
86
Ategra Capital Management
Virginia
$111K – – –
SFPG
87
Stonebridge Financial Planning Group
Florida
$111K – – –
EWM
88
Edge Wealth Management
New York
$106K – – –
SI
89
Stephens Inc
Arkansas
$105K – – –
KAS
90
Kestra Advisory Services
Texas
$103K +$103K +10,708 New
IWM
91
IHT Wealth Management
Illinois
$98K – – –
Truist Financial
92
Truist Financial
North Carolina
$97K -$20.1K -2,079 -17%
APWA
93
Atlas Private Wealth Advisors
New Jersey
$71K -$110K -11,300 -61%
EFSCE
94
Enterprise Financial Services Corp (EFSC)
Missouri
$68K -$117K -12,165 -63%
US Bancorp
95
US Bancorp
Minnesota
$65K – – –
EIP
96
Ellis Investment Partners
Pennsylvania
$65K +$1.54K +160 +2%
RG
97
Retirement Group
California
$54K – – –
LGA
98
Lebenthal Global Advisors
New York
$33K +$33K +3,420 New
FPS
99
Fieldpoint Private Securities
Connecticut
$32K +$32K +3,300 New
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$30K -$80.7K -8,923 -73%
2 3
4
5 6