ETW

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

Overview Fund Activity

134 hedge funds and large institutions have $198M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+2
Holders Change %
+1.52%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
53
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$13.7M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$5.3M
3
CAM
3
Cresset Asset Management
Illinois
$4.3M
4
CA
4
Cornerstone Advisors
North Carolina
$2.69M
5
GC
5
Guggenheim Capital
Illinois
$12.9M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.16M
2
CF
2
Centaurus Financial
California
$2.74M
3
RJA
3
Raymond James & Associates
Florida
$13.7M
4
MA
4
Mutual Advisors
Nebraska
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Edge Wealth Management
New York
$90.4K – – –
AAS
102
Ameritas Advisory Services
Nebraska
$90.1K +$560 +69 +0.6%
DA
103
Detalus Advisors
Missouri
$88.4K – – –
Corient Private Wealth
104
Corient Private Wealth
Florida
$87.2K -$175K -21,300 -67%
KFA
105
Kapstone Financial Advisors
Ohio
$83.2K – – –
WAM
106
Worth Asset Management
Texas
$81K +$30.4K +3,700 +60%
GWSG
107
GPS Wealth Strategies Group
Colorado
$69.8K -$29K -3,526 -29%
PTC
108
Private Trust Company
Ohio
$59.2K – – –
VWM
109
Venturi Wealth Management
Texas
$42.7K – – –
US Bancorp
110
US Bancorp
Minnesota
$36.4K – – –
CWC
111
Carolinas Wealth Consulting
North Carolina
$32.9K – – –
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$29.8K +$6.65K +809 +29%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$24K – – –
SWA
114
SOA Wealth Advisors
New York
$18.9K +$181 +22 +1%
PA
115
Parallel Advisors
California
$18K +$255 +31 +1%
IGWM
116
ICA Group Wealth Management
Colorado
$16.5K – – –
HIA
117
Harbor Investment Advisory
Maryland
$15.8K – – –
S
118
SignatureFD
Georgia
$13.2K – – –
CA
119
Clearstead Advisors
Ohio
$9.71K – – –
GRP
120
Global Retirement Partners
California
$7.55K +$107 +13 +1%
FWM
121
Focused Wealth Management
New York
$6.44K – – –
AF
122
Allworth Financial
California
$5.76K +$25 +3 +0.4%
HNB
123
Huntington National Bank
Ohio
$5.75K -$5.66K – –
VAG
124
VisionPoint Advisory Group
Texas
$4.52K +$4.52K +550 New
KFI
125
Key Financial Inc
Pennsylvania
$3.84K – – –
2 3 4
5
6