As of the latest SEC filings, BrandywineGLOBAL-Global Income Opportunities Fund Inc (BWG) is held by 6 institutional funds. The largest fund shareholder is Modern Capital Tactical Income Fund (MCTOX), holding an estimated $2,695,866.94 in market value, representing 3.84% of its portfolio.
Funds holding BrandywineGLOBAL-Global Income Opportunities Fund Inc (BWG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BWG
- CIK:
- 0001504545
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MCTOX
Modern Capital Tactical Income Fund
|
MF | Independent / Boutique | 3.84% | $2,695,866.94 | 351,482 | Mar 31, 2026 | May 28, 2026 |
|
MDFIX
Matisse Discounted Bond CEF Strategy
|
MF | Independent / Boutique | 2.11% | $1,118,792.22 | 145,866 | Mar 31, 2026 | May 22, 2026 |
|
RDFI
Rareview Dynamic Fixed Income ETF
|
ETF | Independent / Boutique | 1.19% | $876,773.04 | 114,312 | Mar 31, 2026 | May 28, 2026 |
|
THRV
Prospera Income ETF
|
ETF | Independent / Boutique | 2.91% | $133,174.21 | 17,363 | Mar 31, 2026 | May 26, 2026 |
|
-
Multi-Hedge Strategies Fund
|
ETF | Independent / Boutique | 0.02% | $4,755.40 | 620 | Mar 31, 2026 | Jun 1, 2026 |
|
RYIMX
Guggenheim Multi-Hedge Strategies Fund
|
MF | Independent / Boutique | 0.02% | $1,771.77 | 231 | Mar 31, 2026 | Jun 1, 2026 |
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