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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

143 hedge funds and large institutions have $219M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

1.66% less ownership

Funds ownership: 26.27%24.61% (-1.7%)

3% less funds holding

Funds holding: 148143 (-5)

6% less capital invested

Capital invested by funds: $233M → $219M (-$14M)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
55
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.76M -$9.78K -1,178 -0.6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.68M -$15.2K -1,835 -0.9%
PIWA
28
Prevail Innovative Wealth Advisors
Kansas
$1.61M +$357K +42,934 +30%
IPA
29
Investment Planning Advisors
Georgia
$1.51M
PAS
30
Park Avenue Securities
New York
$1.4M -$65.1K -7,836 -5%
FSA
31
Franklin Street Advisors
North Carolina
$1.3M
CK
32
Cohen Klingenstein
New York
$1.27M
PAG
33
Private Advisor Group
New Jersey
$1.08M +$2.71K +326 +0.3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1M -$289K -34,784 -23%
QC
35
Quantedge Capital
Singapore
$973K +$55.6K +6,700 +6%
CA
36
Claro Advisors
Massachusetts
$883K -$85.9K -10,347 -9%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$814K -$108K -12,972 -12%
HighTower Advisors
38
HighTower Advisors
Illinois
$691K +$39.1K +4,705 +6%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$682K
AWA
40
Arkadios Wealth Advisors
Georgia
$668K +$341 +41 +0.1%
Lido Advisors
41
Lido Advisors
California
$650K
SA
42
Sanctuary Advisors
Indiana
$649K -$37.6K -4,531 -6%
TPW
43
Tiller Private Wealth
Pennsylvania
$628K +$59.6K +7,170 +11%
DADC
44
D.A. Davidson & Co
Montana
$612K -$6.27K -755 -1%
NA
45
NewEdge Advisors
Louisiana
$552K +$5.52K +665 +1%
KAS
46
Kestra Advisory Services
Texas
$549K -$768K -92,474 -59%
JPLA
47
Joseph P. Lucia & Associates
New York
$528K -$46.5K -5,598 -8%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$516K +$191 +23 +0%
Stifel Financial
49
Stifel Financial
Missouri
$487K +$60.1K +7,242 +15%
SFS
50
Shaker Financial Services
Virginia
$471K -$2.58M -310,650 -85%

ETW Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2024, worth a combined $219M — down 6% from $233M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ETW and 12 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 55 added.

The largest buyer was International Assets Investment Management, adding an estimated $9.28M. The largest seller was Cornerstone Advisors, cutting an estimated $12.4M.

  • 143 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2024, down from 148 in Q2 2024.
  • Funds reported $219M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2024, down 6% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2024 and 15 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $9.28M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.