ETW

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

Overview Fund Activity

145 hedge funds and large institutions have $227M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
53
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$5.43M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.8M
3
AA
AQR Arbitrage
Connecticut
$10.1M
4
LPL Financial
LPL Financial
California
$3.07M
5
GC
Guggenheim Capital
Illinois
$14.7M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$9.35M
2
WAM
Wolverine Asset Management
Illinois
$4.26M
3
LCM
Landscape Capital Management
New Jersey
$2.03M
4
CA
Cornerstone Advisors
North Carolina
$12.7M
5
Osaic Holdings
Osaic Holdings
Arizona
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
126
Mather Group
Illinois
$24.9K – – –
BFEC
127
Benjamin F. Edwards & Company
Missouri
$24K – – –
VWM
128
Venturi Wealth Management
Texas
$21.5K – – –
PA
129
Parallel Advisors
California
$20.7K +$339 +41 +2%
HIA
130
Harbor Investment Advisory
Maryland
$15.9K – – –
SFC
131
Strategic Financial Concepts
Texas
$15.4K +$13.6K +78,992 +749%
LIA
132
Lynx Investment Advisory
District of Columbia
$8.89K +$8.89K +1,075 New
TWP
133
Triad Wealth Partners
Kansas
$8.61K +$8.61K +1,041 New
GRP
134
Global Retirement Partners
California
$8.33K +$207 +25 +3%
AF
135
Allworth Financial
California
$7.64K +$74 +9 +1%
SIS
136
Strategic Investment Solutions
Illinois
$6.46K +$6.46K +775 New
SWA
137
SOA Wealth Advisors
New York
$4.79K -$10.2K -1,236 -68%
VAG
138
VisionPoint Advisory Group
Texas
$4.55K – – –
IA
139
IFP Advisors
Florida
$4.14K +$4.14K +500 New
HGERS
140
Householder Group Estate & Retirement Specialist
Arizona
$4K -$15.7K -2,284 -80%
FFA
141
Farther Finance Advisors
California
$3.37K +$3.37K +407 New
CIA
142
Cape Investment Advisory
Georgia
$3.31K – – –
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$3.22K -$2.57K -311 -44%
BAM
144
Bellevue Asset Management
Washington
$1.49K -$2.36K -285 -61%
VAMG
145
Voisard Asset Management Group
Michigan
$273 +$273 +33 New
SWM
146
Spire Wealth Management
Virginia
– -$425K -51,810 Closed
JWCA
147
J.W. Cole Advisors
Florida
– -$320K -39,062 Closed
Walleye Capital
148
Walleye Capital
New York
– -$305K -37,247 Closed
BRWA
149
B. Riley Wealth Advisors
Florida
– -$237K -31,001 Closed
SIAS
150
Summit Investment Advisory Services
Minnesota
– -$163K -19,859 Closed
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