ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
1W: -1.1%
1M: -2.5%
3M: +0.1%
YTD: +4.4%
1Y: +6.9%
3Y: +54.6%
5Y: +26.2%
$9.49
+0.04 (+0.42%)
Weekly Expected Move ±1.3%
$9
$9
$9
$10
$10
Institutional Ownership — ETW
188
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
257M
Total Invested
20
New Positions
68
Increased
51
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (202 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 2,274,928 | $22M | +2,204 | +0.1% | 64Q | SEC ↗ |
| 2 | 1607 Capital Partners, LLC | 2,196,365 | $21M | +101,633 | +4.9% | 12Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,087,980 | $20M | -97,977 | -4.5% | 15Q | SEC ↗ |
| 4 | MORGAN STANLEY | 2,053,674 | $19M | +77,356 | +3.9% | 60Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,757,063 | $17M | +56,380 | +3.3% | 7Q | SEC ↗ |
| 6 | Invesco Ltd. | 1,683,576 | $16M | +80,434 | +5.0% | 66Q | SEC ↗ |
| 7 | Karpus Management, Inc. | 1,616,305 | $15M | -9,098 | -0.6% | 15Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 1,022,731 | $10M | +49,837 | +5.1% | 70Q | SEC ↗ |
| 9 | Advisors Asset Management, Inc. | 903,911 | $9M | +53,223 | +6.3% | 77Q | SEC ↗ |
| 10 | LPL Financial LLC | 863,063 | $8M | +35,627 | +4.3% | 61Q | SEC ↗ |
| 11 | Cresset Asset Management, LLC | 536,208 | $5M | +2,053 | +0.4% | 13Q | SEC ↗ |
| 12 | Saba Capital Management, L.P. NEW | 490,828 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 13 | UBS Group AG | 478,434 | $5M | -5,795 | -1.2% | 47Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 470,113 | $4M | +43,843 | +10.3% | 26Q | SEC ↗ |
| 15 | Pathstone Holdings, LLC | 470,067 | $4M | -97,797 | -17.2% | 10Q | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 405,104 | $4M | +89,336 | +28.3% | 30Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 390,092 | $4M | -30,249 | -7.2% | 16Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 374,914 | $4M | +63,134 | +20.2% | 83Q | SEC ↗ |
| 19 | RiverTree Advisors, LLC | 305,360 | $3M | -140,143 | -31.5% | 6Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 274,784 | $3M | +93,985 | +52.0% | 76Q | SEC ↗ |
| 21 | FRANKLIN RESOURCES INC | 269,972 | $3M | +4,675 | +1.8% | 22Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 262,557 | $2M | -5,623 | -2.1% | 31Q | SEC ↗ |
| 23 | Shaker Financial Services, LLC | 259,227 | $2M | +62,007 | +31.4% | 17Q | SEC ↗ |
| 24 | ROMAN BUTLER FULLERTON & CO | 222,370 | $2M | +7,481 | +3.5% | 15Q | SEC ↗ |
| 25 | PARK AVENUE SECURITIES LLC | 210,571 | $2M | +2,910 | +1.4% | 12Q | SEC ↗ |
| 26 | WOLVERINE ASSET MANAGEMENT LLC | 165,563 | $2M | -147,056 | -47.0% | 7Q | SEC ↗ |
| 27 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 163,822 | $2M | +4,466 | +2.8% | 26Q | SEC ↗ |
| 28 | Logan Stone Capital, LLC | 144,751 | $1M | +2,468 | +1.7% | 3Q | SEC ↗ |
| 29 | Calamos Advisors LLC | 143,639 | $1M | +9,576 | +7.1% | 10Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 139,718 | $1M | +3,363 | +2.5% | 10Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 124,449 | $1M | -14,408 | -10.4% | 49Q | SEC ↗ |
| 32 | Cohen Klingenstein LLC | 114,690 | $1M | — | +0.0% | 71Q | SEC ↗ |
| 33 | Private Advisor Group, LLC | 108,978 | $1M | -6,677 | -5.8% | 51Q | SEC ↗ |
| 34 | COHEN & STEERS, INC. | 105,000 | $996K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Steward Partners Investment Advisory, | 103,728 | $984K | — | +0.0% | 39Q | SEC ↗ |
| 36 | Arkadios Wealth Advisors | 97,214 | $923K | +15 | +0.0% | 23Q | SEC ↗ |
| 37 | Indivisible Partners | 94,889 | $900K | -5,522 | -5.5% | 3Q | SEC ↗ |
| 38 | D.A. DAVIDSON & CO. | 87,674 | $832K | — | +0.0% | 56Q | SEC ↗ |
| 39 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 85,021 | $807K | +29,146 | +52.2% | 6Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 84,712 | $804K | +85 | +0.1% | 35Q | SEC ↗ |
| 41 | TWO SIGMA INVESTMENTS, LP | 80,946 | $768K | — | +0.0% | 5Q | SEC ↗ |
| 42 | PMG Family Office LLC | 72,615 | $689K | +1,559 | +2.2% | 4Q | SEC ↗ |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 70,993 | $674K | — | +0.0% | 7Q | SEC ↗ |
| 44 | HighTower Advisors, LLC | 69,986 | $664K | +3,094 | +4.6% | 58Q | SEC ↗ |
| 45 | one8zero8, LLC | 69,900 | $663K | — | +0.0% | 7Q | SEC ↗ |
| 46 | WCG Wealth Advisors LLC | 69,767 | $662K | -410 | -0.6% | 6Q | SEC ↗ |
| 47 | NewEdge Advisors, LLC | 61,212 | $581K | +189 | +0.3% | 19Q | SEC ↗ |
| 48 | HARBOUR INVESTMENTS, INC. | 60,577 | $575K | +1,272 | +2.1% | 17Q | SEC ↗ |
| 49 | Allworth Financial LP | 60,456 | $574K | +9 | +0.0% | 27Q | SEC ↗ |
| 50 | Closed-End Fund Advisors, Inc. | 58,226 | $553K | -575 | -1.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Saba Capital Management, L.P. | 490,828 | $5M |
| Quantedge Capital Pte Ltd | 45,400 | $431K |
| EVOLVE PRIVATE WEALTH, LLC | 44,950 | $427K |
| Stonebridge Financial Group, LLC/CA | 42,195 | $400K |
| Virtu Financial LLC | 24,608 | $234K |
| XTX Topco Ltd | 20,717 | $197K |
| CITADEL ADVISORS LLC | 18,656 | $177K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 14,150 | $134K |
| HOWARD FINANCIAL SERVICES, LTD. | 10,865 | $103K |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 4,000 | $38K |
| Quent Capital, LLC | 2,200 | $21K |
| Cape Investment Advisory, Inc. | 1,565 | $15K |
| Financial Gravity Companies, Inc. | 1,495 | $14K |
| ASSETMARK, INC | 1,095 | $10K |
| IFP Advisors, Inc | 613 | $6K |
| Ascentis Wealth Management, LLC | 330 | $3K |
| Buck Wealth Strategies, LLC | 300 | $3K |
| CX Institutional | 250 | $2K |
| Global Retirement Partners, LLC | 250 | $2K |
| JFS WEALTH ADVISORS, LLC | 100 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Penserra Capital Management LLC | 792,677 | $8M |
| READYSTATE ASSET MANAGEMENT LP | 82,764 | $785K |
| MILLENNIUM MANAGEMENT LLC | 66,363 | $630K |
| Lido Advisors, LLC | 50,000 | $474K |
| SAXON INTERESTS, INC. | 36,257 | $344K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 32,000 | $304K |
| GAMCO INVESTORS, INC. ET AL | 30,963 | $294K |
| Claro Advisors Inc. | 30,472 | $289K |
| Annex Advisory Services, LLC | 24,004 | $228K |
| HUB Investment Partners, LLC | 19,275 | $183K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 18,612 | $177K |
| HRT FINANCIAL LP | 16,795 | $159K |
| LVZ, Inc. | 15,490 | $147K |
| Independent Advisor Alliance | 14,877 | $141K |
| Corient Private Wealth LLC | 13,060 | $124K |
| IHT Wealth Management, LLC | 12,049 | $114K |
| CIBC Bancorp USA Inc. | 12,015 | $114K |
| Blue Water Asset Management | 11,017 | $105K |
| NWF Advisory Services Inc. | 10,700 | $102K |
| Western Wealth Management, LLC | 9,980 | $95K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| 1607 Capital Partners, LLC | +101,633 | +4.9% | 2,196,365 |
| Cambridge Investment Research Advis | +93,985 | +52.0% | 274,784 |
| Rockefeller Capital Management L.P. | +89,336 | +28.3% | 405,104 |
| Invesco Ltd. | +80,434 | +5.0% | 1,683,576 |
| MORGAN STANLEY | +77,356 | +3.9% | 2,053,674 |
| WELLS FARGO & COMPANY/MN | +63,134 | +20.2% | 374,914 |
| Shaker Financial Services, LLC | +62,007 | +31.4% | 259,227 |
| RAYMOND JAMES FINANCIAL INC | +56,380 | +3.3% | 1,757,063 |
| Advisors Asset Management, Inc. | +53,223 | +6.3% | 903,911 |
| ROYAL BANK OF CANADA | +49,837 | +5.1% | 1,022,731 |
| OSAIC HOLDINGS, INC. | +43,843 | +10.3% | 470,113 |
| LPL Financial LLC | +35,627 | +4.3% | 863,063 |
| Sanctuary Advisors, LLC | +31,145 | +227.0% | 44,864 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +29,146 | +52.2% | 85,021 |
| &PARTNERS | +11,909 | +79.4% | 26,908 |
| Almitas Capital LLC | +11,504 | +83.5% | 25,276 |
| David J Yvars Group | +10,797 | +34.8% | 41,827 |
| Calamos Advisors LLC | +9,576 | +7.1% | 143,639 |
| Arax Advisory Partners | +8,485 | +424.2% | 10,485 |
| ROMAN BUTLER FULLERTON & CO | +7,481 | +3.5% | 222,370 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | -147,056 | -47.0% | 165,563 |
| RiverTree Advisors, LLC | -140,143 | -31.5% | 305,360 |
| BANK OF AMERICA CORP /DE | -97,977 | -4.5% | 2,087,980 |
| Pathstone Holdings, LLC | -97,797 | -17.2% | 470,067 |
| Kestra Advisory Services, LLC | -83,801 | -80.3% | 20,563 |
| Medallion Wealth Advisors, LLC | -43,531 | -76.7% | 13,188 |
| JANE STREET GROUP, LLC | -31,503 | -50.3% | 31,118 |
| AMERIPRISE FINANCIAL INC | -30,249 | -7.2% | 390,092 |
| MERCER GLOBAL ADVISORS INC /ADV | -22,281 | -54.3% | 18,771 |
| STIFEL FINANCIAL CORP | -14,408 | -10.4% | 124,449 |
| Karpus Management, Inc. | -9,098 | -0.6% | 1,616,305 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -8,370 | -31.9% | 17,883 |
| Kovack Advisors, Inc. | -8,157 | -13.7% | 51,373 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | -7,568 | -16.1% | 39,400 |
| Creative Planning | -6,880 | -16.4% | 35,050 |
| Private Advisor Group, LLC | -6,677 | -5.8% | 108,978 |
| UBS Group AG | -5,795 | -1.2% | 478,434 |
| ENVESTNET ASSET MANAGEMENT INC | -5,623 | -2.1% | 262,557 |
| Indivisible Partners | -5,522 | -5.5% | 94,889 |
| DAVENPORT & Co LLC | -5,000 | -33.3% | 10,020 |