ETW

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

Overview Fund Activity

141 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
54
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$4.61M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$8.67M
3
1CP
1607 Capital Partners
Virginia
$5.29M
4
Invesco
Invesco
Georgia
$14.7M
5
UBS Group
UBS Group
Switzerland
$5.94M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$405K
2
Baird Financial Group
Baird Financial Group
Wisconsin
$0
3
WAM
Wolverine Asset Management
Illinois
$0
4
SA
SAM Advisors
California
$0
5
SFS
Shaker Financial Services
Virginia
$471K
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
126
Mather Group
Illinois
$26.4K – – –
TAM
127
Tucker Asset Management
Colorado
$24.7K +$24.7K +2,841 New
VWM
128
Venturi Wealth Management
Texas
$22.6K – – –
PA
129
Parallel Advisors
California
$22K +$347 +40 +2%
BC
130
Barrett & Company
Rhode Island
$19.5K -$37.8K -4,350 -66%
HIA
131
Harbor Investment Advisory
Maryland
$16.7K – – –
PFG
132
Peterson Financial Group
Iowa
$11.4K +$11.4K +1,315 New
GRP
133
Global Retirement Partners
California
$8.95K +$208 +24 +2%
AF
134
Allworth Financial
California
$8.09K +$78 +9 +1%
SIS
135
Strategic Investment Solutions
Illinois
$6.73K – – –
SWA
136
SOA Wealth Advisors
New York
$5.15K +$122 +14 +2%
HGERS
137
Householder Group Estate & Retirement Specialist
Arizona
$5K – – –
FFA
138
Farther Finance Advisors
California
$3.53K – – –
CIA
139
Cape Investment Advisory
Georgia
$3.47K – – –
DPW
140
DiNuzzo Private Wealth
Pennsylvania
$1.74K +$1.74K +200 New
BAM
141
Bellevue Asset Management
Washington
$1.56K – – –
Baird Financial Group
142
Baird Financial Group
Wisconsin
– -$7.32M -885,159 Closed
WAM
143
Wolverine Asset Management
Illinois
– -$4.26M -514,581 Closed
SA
144
SAM Advisors
California
– -$3.8M -449,936 Closed
CP
145
Camelot Portfolios
Ohio
– -$375K -45,400 Closed
Two Sigma Investments
146
Two Sigma Investments
New York
– -$311K -37,617 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
– -$280K -33,838 Closed
SC
148
Sykon Capital
New York
– -$124K -15,000 Closed
AAS
149
Ameritas Advisory Services
Nebraska
– -$94.4K -11,419 Closed
EWM
150
Edge Wealth Management
New York
– -$91K -11,000 Closed
3 4 5
6
7