ETW

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

Overview Fund Activity

118 hedge funds and large institutions have $201M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
47
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$20.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.98M
3
AWA
Arkadios Wealth Advisors
Georgia
$4.87M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$7.93M
5
CF
Centaurus Financial
California
$1.85M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.99M
2
Ameriprise
Ameriprise
Minnesota
$5.86M
3
Invesco
Invesco
Georgia
$12.4M
4
HBCM
Heron Bay Capital Management
Michigan
$518K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
101
Bellevue Asset Management
Washington
$25K – – –
SWA
102
SOA Wealth Advisors
New York
$23K +$194 +18 +0.9%
Bessemer Group
103
Bessemer Group
New Jersey
$22K – – –
SFPG
104
Stonebridge Financial Planning Group
Florida
$17K – – –
PSB
105
Piscataqua Savings Bank
New Hampshire
$16K – – –
S
106
SignatureFD
Georgia
$15K +$297 +28 +2%
AWM
107
Accel Wealth Management
Iowa
$14K – – –
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
FWM
109
Focused Wealth Management
New York
$9K – – –
GWM
110
Geneos Wealth Management
Colorado
$8K – – –
HNB
111
Huntington National Bank
Ohio
$8K -$31K – –
SSC
112
Syverson Strege & Co
Iowa
$8K +$158 +15 +2%
WWM
113
Wagner Wealth Management
South Carolina
$7K – – –
KFI
114
Key Financial Inc
Pennsylvania
$5K – – –
HI
115
Harbour Investments
Wisconsin
$3K – – –
PCG
116
Private Capital Group
Connecticut
$3K – – –
GWMIA
117
Global Wealth Management Investment Advisory
Florida
$2K – – –
AF
118
Allworth Financial
California
$2K +$46 +4 +2%
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$93.3K -6,999 -99%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
– -$1.57M -149,085 Closed
COLIM
121
City of London Investment Management
United Kingdom
– -$1.14M -110,078 Closed
AWM
122
AE Wealth Management
Kansas
– -$179K -17,385 Closed
SFS
123
Sowell Financial Services
Arkansas
– -$185K -17,198 Closed
SFS
124
Shaker Financial Services
Virginia
– -$170K -16,493 Closed
SWM
125
Spire Wealth Management
Virginia
– -$141K -13,845 Closed
2 3 4
5
6