Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW- Exchange
- NYSE
- SEC CIK
- 0001322435
No open-market purchases or sales by Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund insiders were filed in the last 90 days; 176 institutions reported holding it in 13F filings for Q2 2026, worth $259.8M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 142
- −3 vs. Q4 2023
- Shares held
- 28.1M
- +1.22M (+4.5%) vs. Q4 2023
- Total value
- $230.5M
- +$21.4M (+10.2%) vs. Q4 2023
- New holders
- 15
- 53 more added
- Sold out
- 18
- 42 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 176 | $259.8M |
| Q1 2026 | 170 | $230.8M |
| Q4 2025 | 173 | $243.6M |
| Q3 2025 | 165 | $219.9M |
| Q2 2025 | 169 | $217.1M |
| Q1 2025 | 165 | $210.2M |
| Q4 2024 | 160 | $219.0M |
| Q3 2024 | 143 | $218.7M |
| Q2 2024 | 148 | $232.9M |
| Q1 2024 | 142 | $230.5M |
| Q4 2023 | 145 | $209.1M |
| Q3 2023 | 146 | $196.2M |
| Q2 2023 | 136 | $198.6M |
| Q1 2023 | 134 | $177.6M |
| Q4 2022 | 141 | $161.7M |
| Q3 2022 | 129 | $149.2M |
| Q2 2022 | 125 | $175.6M |
| Q1 2022 | 125 | $200.0M |
| Q4 2021 | 128 | $214.2M |
| Q3 2021 | 112 | $201.0M |
| Q2 2021 | 119 | $200.7M |
| Q1 2021 | 122 | $193.1M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $8 | 0.00% | −1−50.0% | Reduced |
| Harbour Investments, Inc. | 275 | $2.25K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 310 | $2.54K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 400 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 465 | $3.81K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 550 | $4.51K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 700 | $5.74K | 0.00% | +355+102.9% | Added |
| Allworth Financial LP | 914 | $7.49K | 0.00% | +208+29.5% | Added |
| Benjamin Edwards Inc | 1,000 | $8.00K | 0.00% | +1,000 | New |
| Global Retirement Partners, LLC | 982 | $8.05K | 0.00% | +21+2.2% | Added |
| SOA Wealth Advisors, LLC. | 1,815 | $14.9K | 0.00% | +16+0.9% | Added |
| Harbor Investment Advisory, LLC | 1,925 | $15.8K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,002 | $16.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,459 | $20.2K | 0.00% | +26+1.1% | Added |
| Venturi Wealth Management, LLC | 2,600 | $21.3K | 0.00% | −2,600−50.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,867 | $23.5K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,040 | $23.6K | 0.00% | +3,040 | New |
| Benjamin F. Edwards & Company, Inc. | 2,922 | $24.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,400 | $27.9K | 0.00% | +3,400 | New |
| US Bancorp | 4,415 | $36.2K | 0.00% | −14−0.3% | Reduced |
| NBC Securities, Inc. | 5,069 | $41.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5,500 | $45.1K | 0.00% | −895−14.0% | Reduced |
| Carolinas Wealth Consulting LLC | 5,993 | $49.1K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7,832 | $64.2K | 0.01% | +7,832 | New |
| GPS Wealth Strategies Group, LLC | 9,153 | $75.1K | 0.01% | +660+7.8% | Added |
| Blue Bell Private Wealth Management, LLC | 9,500 | $77.9K | 0.02% | +6,000+171.4% | Added |
| CIBC Private Wealth Group, LLC | 9,991 | $81.4K | 0.00% | +9,991 | New |
| Abel Hall, LLC | 10,000 | $82.0K | 0.06% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 10,035 | $82.3K | 0.06% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 10,175 | $83.4K | 0.03% | −1,860−15.5% | Reduced |
| Strategic Financial Concepts, LLC | 10,552 | $86.5K | 0.02% | +10,552 | New |
| CI Private Wealth, LLC | 10,905 | $89.4K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 11,000 | $90.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11,362 | $90.3K | 0.00% | +11,362 | New |
| Integrated Wealth Concepts LLC | 11,291 | $92.6K | 0.00% | −67−0.6% | Reduced |
| Citadel Advisors LLC | 11,482 | $94.2K | 0.00% | −3,491−23.3% | Reduced |
| Tyche Wealth Partners LLC | 12,099 | $99.2K | 0.02% | +14+0.1% | Added |
| Two Sigma Investments, LP | 13,566 | $111.2K | 0.00% | +13,566 | New |
| Wedbush Securities Inc | 13,654 | $112.0K | 0.00% | +13,654 | New |
| Raymond James Trust N.A. | 13,700 | $112.3K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 14,115 | $115.7K | 0.03% | −4,405−23.8% | Reduced |
| Kingsview Wealth Management, LLC | 14,122 | $115.8K | 0.00% | −516−3.5% | Reduced |
| CFO4Life Group, LLC | 14,941 | $122.5K | 0.02% | +2,920+24.3% | Added |
| Financial Alternatives, Inc | 15,091 | $123.7K | 0.10% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 15,870 | $130.1K | 0.08% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 17,000 | $139.4K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 17,068 | $140.0K | 0.00% | +17,068 | New |
| Regal Investment Advisors LLC | 17,250 | $141.4K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 17,695 | $145.1K | 0.02% | −545−3.0% | Reduced |
| Davenport & Co LLC | 17,820 | $146.1K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 18,115 | $148.5K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 18,506 | $151.7K | 0.00% | +473+2.6% | Added |
| Stratos Wealth Partners, LTD. | 18,943 | $155.3K | 0.00% | −1,457−7.1% | Reduced |
| TCG Advisory Services, LLC | 19,275 | $158.1K | 0.01% | +19,275 | New |
| ORG Partners LLC | 19,809 | $161.5K | 0.31% | +19,809 | New |
| Summit Investment Advisory Services, LLC | 19,859 | $162.8K | 0.10% | +572+3.0% | Added |
| Stratos Wealth Advisors, LLC | 20,625 | $169.1K | 0.01% | +625+3.1% | Added |
| MML Investors Services, LLC | 21,826 | $179.0K | 0.00% | +159+0.7% | Added |
| Cornerstone Advisory, LLC | 22,129 | $181.5K | 0.03% | +151+0.7% | Added |
| Diversified, LLC | 22,854 | $187.4K | 0.03% | −712−3.0% | Reduced |
| Comerica Bank | 23,353 | $191.5K | 0.00% | +553+2.4% | Added |
| Capital CS Group, LLC | 25,770 | $211.3K | 0.21% | +3,806+17.3% | Added |
| Integrated Capital Management, Inc. | 25,949 | $212.8K | 0.17% | +2,065+8.6% | Added |
| Janney Montgomery Scott LLC | 27,489 | $225.0K | 0.00% | −500−1.8% | Reduced |
| Calamos Advisors LLC | 28,504 | $233.7K | 0.00% | +28,504 | New |
| National Asset Management, Inc. | 31,001 | $236.8K | 0.01% | −2,334−7.0% | Reduced |
| Rothschild Investment LLC | 30,112 | $246.9K | 0.02% | +1,250+4.3% | Added |
| Jacobi Capital Management LLC | 30,330 | $248.7K | 0.02% | +547+1.8% | Added |
| Keeley-Teton Advisors, LLC | 30,963 | $253.9K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 33,248 | $272.6K | 0.18% | +958+3.0% | Added |
| Avantax Advisory Services, Inc. | 34,066 | $279.3K | 0.00% | −18,535−35.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 35,402 | $290.3K | 0.00% | −759−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,535 | $299.6K | 0.00% | +400+1.1% | Added |
| NWF Advisory Services Inc. | 36,951 | $303.0K | 0.05% | −47−0.1% | Reduced |
| Certified Advisory Corp | 37,184 | $304.9K | 0.04% | −2,612−6.6% | Reduced |
| Walleye Capital LLC | 37,247 | $305.4K | 0.00% | −6,973−15.8% | Reduced |
| J.W. Cole Advisors, Inc. | 39,062 | $320.3K | 0.02% | −6,554−14.4% | Reduced |
| Citigroup Inc | 39,616 | $324.9K | 0.00% | +10,010+33.8% | Added |
| Oppenheimer & Co Inc | 42,401 | $347.7K | 0.01% | +710+1.7% | Added |
| Creative Planning | 42,724 | $350.3K | 0.00% | −600−1.4% | Reduced |
| Atomi Financial Group, Inc. | 44,214 | $362.6K | 0.03% | +1,211+2.8% | Added |
| Flputnam Investment Management Co | 45,100 | $369.8K | 0.01% | 00.0% | Unchanged |
| Avory & Company, LLC | 45,682 | $374.6K | 0.26% | 00.0% | Unchanged |
| Stifel Financial Corp | 47,081 | $386.1K | 0.00% | +200.0% | Added |
| Spire Wealth Management | 51,810 | $424.8K | 0.01% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 51,810 | $424.8K | 0.17% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 52,223 | $428.2K | 0.00% | −13,386−20.4% | Reduced |
| Dakota Wealth Management | 52,830 | $433.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 57,105 | $468.3K | 0.00% | −9,539−14.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 59,338 | $486.6K | 0.04% | +24,979+72.7% | Added |
| Arkadios Wealth Advisors | 64,855 | $531.8K | 0.04% | −3,017−4.4% | Reduced |
| Youngs Advisory Group, Inc. | 65,180 | $534.5K | 0.24% | −1,910−2.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 66,073 | $541.8K | 0.29% | +476+0.7% | Added |
| Centaurus Financial, Inc. | 68,182 | $559.0K | 0.04% | −26,185−27.7% | Reduced |
| Lido Advisors, LLC | 74,900 | $614.2K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 75,331 | $617.7K | 0.01% | +4,862+6.9% | Added |
| HighTower Advisors, LLC | 80,949 | $666.0K | 0.00% | +51,368+173.7% | Added |
| Saxon Interests, Inc. | 82,410 | $675.8K | 0.32% | +228+0.3% | Added |
| The PNC Financial Services Group, Inc. | 82,535 | $676.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 110,559 | $901.1K | 0.09% | +9,070+8.9% | Added |