ETW

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

Overview Fund Activity

158 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
49
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
SAM Advisors
California
$4.08M
2
Wells Fargo
Wells Fargo
California
$5.65M
3
SFS
Shaker Financial Services
Virginia
$3.1M
4
IAA
Independent Advisor Alliance
North Carolina
$1.86M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
$1.46M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.25M
2
Bank of America
Bank of America
North Carolina
$19.4M
3
AA
AQR Arbitrage
Connecticut
$7.48M
4
Morgan Stanley
Morgan Stanley
New York
$15.3M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
126
Kapstone Financial Advisors
Ohio
$85.9K – – –
DA
127
Detalus Advisors
Missouri
$85.7K – – –
SWP
128
Sagespring Wealth Partners
Tennessee
$85.6K +$85.6K +10,170 New
AHL
129
Abel Hall LLC
Louisiana
$84.2K – – –
GWSG
130
GPS Wealth Strategies Group
Colorado
$77.1K – – –
MCM
131
MAI Capital Management
Ohio
$70.1K +$70.1K +8,329 New
EC
132
Elequin Capital
New York
$64.9K +$64.9K +7,711 New
WAM
133
Wolverine Asset Management
Illinois
$59.1K +$59.1K +7,018 New
BC
134
Barrett & Company
Rhode Island
$54.5K +$35.9K +4,350 +193%
CWC
135
Carolinas Wealth Consulting
North Carolina
$50.5K – – –
PTC
136
Private Trust Company
Ohio
$46.3K – – –
MG
137
Mather Group
Illinois
$25.6K – – –
TAM
138
Tucker Asset Management
Colorado
$23.9K – – –
VWM
139
Vermillion Wealth Management
Minnesota
$23.1K +$23.1K +2,747 New
VWM
140
Venturi Wealth Management
Texas
$21.9K – – –
PA
141
Parallel Advisors
California
$21.7K +$345 +41 +2%
MAS
142
MPWM Advisory Solutions
Georgia
$18.4K +$18.4K +2,188 New
HIA
143
Harbor Investment Advisory
Maryland
$16.2K – – –
Jones Financial Companies
144
Jones Financial Companies
Missouri
$11.8K +$11.8K +1,400 New
SAM
145
Synergy Asset Management
Washington
$10.4K +$10.4K +1,200 New
CA
146
CoreCap Advisors
Michigan
$9.68K -$52.6K -6,250 -84%
AF
147
Allworth Financial
California
$8.11K +$69 +8 +0.9%
SIS
148
Strategic Investment Solutions
Illinois
$6.53K – – –
SWA
149
SOA Wealth Advisors
New York
$5.11K +$118 +14 +2%
AssetMark Inc
150
AssetMark Inc
California
$5.05K +$5.05K +600 New
3 4 5
6
7