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 %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$24K – – –
MG
127
Mather Group
Illinois
$23.6K +$23.6K +3,040 New
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$23.5K – – –
VWM
129
Venturi Wealth Management
Texas
$21.3K -$21.3K -2,600 -50%
PA
130
Parallel Advisors
California
$20.2K +$213 +26 +1%
IGWM
131
ICA Group Wealth Management
Colorado
$16.4K – – –
HIA
132
Harbor Investment Advisory
Maryland
$15.8K – – –
SWA
133
SOA Wealth Advisors
New York
$14.9K +$131 +16 +0.9%
GRP
134
Global Retirement Partners
California
$8.05K +$172 +21 +2%
BEI
135
Benjamin Edwards Inc
Missouri
$8K +$8K +1,000 New
AF
136
Allworth Financial
California
$7.49K +$1.71K +208 +29%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$5.74K +$2.91K +355 +103%
VAG
138
VisionPoint Advisory Group
Texas
$4.51K – – –
BAM
139
Bellevue Asset Management
Washington
$3.81K – – –
CIA
140
Cape Investment Advisory
Georgia
$3.28K – – –
RG
141
Retirement Group
California
$2.54K – – –
HI
142
Harbour Investments
Wisconsin
$2.26K – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$8 -$8 -1 -50%
EC
144
Elequin Capital
New York
– -$748K -96,269 Closed
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
– -$565K -62,500 Closed
CP
146
Camelot Portfolios
Ohio
– -$353K -45,400 Closed
WAM
147
Weiss Asset Management
Massachusetts
– -$299K -38,532 Closed
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
– -$296K -38,047 Closed
KC
149
Kingfisher Capital
North Carolina
– -$261K -33,643 Closed
EH
150
Equitable Holdings
New York
– -$252K -32,407 Closed
3 4 5
6
7