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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

148 hedge funds and large institutions have $233M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

29% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 42

3% more funds holding

Funds holding: 144148 (+4)

1% more capital invested

Capital invested by funds: $232M → $233M (+$1.21M)

0.03% less ownership

Funds ownership: 26.3%26.27% (-0.03%)

Holders
148
Holders Change
+4
Holders Change %
+2.78%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
54
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$2.17M -$9.97K -1,230 -0.5%
Franklin Resources
27
Franklin Resources
California
$2.05M +$35.1K +4,333 +2%
LCM
28
Landscape Capital Management
New Jersey
$2.03M -$1.46M -180,726 -42%
MP
29
Mangrove Partners
Connecticut
$1.83M
RBFC
30
Roman Butler Fullerton & Co
Missouri
$1.72M +$13.4K +1,650 +0.8%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.69M -$890K -109,832 -35%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.62M -$5.76K -711 -0.4%
IPA
33
Investment Planning Advisors
Georgia
$1.51M +$1.48M +183,057 New
PAS
34
Park Avenue Securities
New York
$1.4M -$17.8K -2,194 -1%
KAS
35
Kestra Advisory Services
Texas
$1.29M -$68.5K -8,447 -5%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.24M +$5.02K +619 +0.4%
FSA
37
Franklin Street Advisors
North Carolina
$1.24M +$324K +40,024 +36%
CK
38
Cohen Klingenstein
New York
$1.21M
PIWA
39
Prevail Innovative Wealth Advisors
Kansas
$1.18M +$181K +22,353 +19%
PAG
40
Private Advisor Group
New Jersey
$1.02M -$11.2K -1,377 -1%
CA
41
Claro Advisors
Massachusetts
$927K -$48.8K -6,023 -5%
IAIM
42
International Assets Investment Management
Florida
$887K -$26.3K -3,250 -3%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$883K -$250K -30,868 -22%
QC
44
Quantedge Capital
Singapore
$872K -$190K -23,400 -18%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$649K -$32.4K -4,000 -5%
SA
46
Sanctuary Advisors
Indiana
$639K +$656K +80,938 New
AWA
47
Arkadios Wealth Advisors
Georgia
$636K +$97.4K +12,020 +19%
Lido Advisors
48
Lido Advisors
California
$619K
HighTower Advisors
49
HighTower Advisors
Illinois
$619K -$48.6K -5,999 -7%
DADC
50
D.A. Davidson & Co
Montana
$590K -$32.6K -4,020 -5%

ETW Hedge Fund Activity: Q2 2024 in Review

148 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2024, worth a combined $233M — up 0.52% from $232M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 13 closed out — a net gain of 8 holders — while 54 added to existing stakes and 42 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $3.21M. The largest seller was Raymond James & Associates, cutting an estimated $2.65M.

  • 148 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2024, up from 144 in Q1 2024.
  • Funds reported $233M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2024, up 0.52% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2024 and 13 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2024 was Pathstone Holdings, an estimated $3.21M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2024 was Raymond James & Associates, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2024.