ETW

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

Overview Fund Activity

122 hedge funds and large institutions have $155M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+12
Holders Change %
+10.91%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
26
Increased
32
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$5.09M
2
WAM
Wolverine Asset Management
Illinois
+$3.33M
3
SFS
Shaker Financial Services
Virginia
+$3.27M
4
Invesco
Invesco
Georgia
+$1.8M
5
LCM
Landscape Capital Management
New Jersey
+$1.6M

Top Sellers

1
RIA
RPG Investment Advisory
California
-$2.88M
2
Morgan Stanley
Morgan Stanley
New York
-$2.52M
3
Ameriprise
Ameriprise
Minnesota
-$1.54M
4
ASN
Advisory Services Network
Georgia
-$1.48M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$923K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$53K – – –
BAM
102
Bellevue Asset Management
Washington
$25K -$4.75K -604 -16%
CFG
103
Citizens Financial Group
Rhode Island
$21K – – –
US Bancorp
104
US Bancorp
Minnesota
$17K -$3.99K -540 -19%
Bessemer Group
105
Bessemer Group
New Jersey
$15K – – –
GSWM
106
Golden State Wealth Management
California
$15K +$15K +1,966 New
S
107
SignatureFD
Georgia
$9K +$66 +9 +0.7%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$7K – – –
VCP
109
Verus Capital Partners
Arizona
$7K – – –
FANJ
110
Financial Architects (New Jersey)
New Jersey
$7K +$2.1K +300 +43%
GWM
111
Geneos Wealth Management
Colorado
$6K – – –
FWM
112
Focused Wealth Management
New York
$6K – – –
VRM
113
Vectors Research Management
New York
$4K – – –
NFG
114
Next Financial Group
Texas
$3K – – –
PCG
115
Private Capital Group
Connecticut
$2K -$1.32K -205 -40%
VFA
116
Valeo Financial Advisors
Indiana
$2K – – –
GWMIA
117
Global Wealth Management Investment Advisory
Florida
$2K – – –
PA
118
Parallel Advisors
California
$1K -$5.15K -1,102 -84%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
AF
120
Allworth Financial
California
$1K +$26 +4 +3%
WIM
121
Westside Investment Management
California
$7 +$7 +1,000 New
RIA
122
RPG Investment Advisory
California
– -$2.88M -277,461 Closed
PA
123
PFG Advisors
Arizona
– -$205K -19,822 Closed
CWA
124
Clarus Wealth Advisors
Arizona
– -$195K -18,766 Closed
KOMWMG
125
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$189K -18,254 Closed
2 3 4
5
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