We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

160 hedge funds and large institutions have $219M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

12% more funds holding

Funds holding: 143160 (+17)

0% more capital invested

Capital invested by funds: $219M → $219M (+$95.6K)

0.4% less ownership

Funds ownership: 24.61%24.21% (-0.4%)

Holders
160
Holders Change
+17
Holders Change %
+11.89%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
49
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
26
Prevail Innovative Wealth Advisors
Kansas
$1.83M +$274K +31,987 +17%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.77M +$64K +7,478 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.66M +$30.9K +3,609 +2%
RBFC
29
Roman Butler Fullerton & Co
Missouri
$1.66M -$112K -13,098 -6%
LSC
30
Logan Stone Capital
Illinois
$1.64M -$1.24M -145,002 -43%
IPA
31
Investment Planning Advisors
Georgia
$1.55M +$10.7K +1,246 +0.7%
KAS
32
Kestra Advisory Services
Texas
$1.5M +$984K +114,965 +182%
PAMP
33
Polar Asset Management Partners
Ontario, Canada
$1.46M +$1.49M +173,948 New
PAS
34
Park Avenue Securities
New York
$1.42M +$60.1K +7,022 +4%
FSA
35
Franklin Street Advisors
North Carolina
$1.27M
IAIM
36
International Assets Investment Management
Florida
$1.25M -$9.22M -1,076,627 -88%
CK
37
Cohen Klingenstein
New York
$1.23M
AWA
38
Arkadios Wealth Advisors
Georgia
$999K +$357K +41,724 +54%
PAG
39
Private Advisor Group
New Jersey
$971K -$76.8K -8,968 -7%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$862K -$113K -13,237 -11%
WCM
41
Winebrenner Capital Management
Kentucky
$674K +$685K +80,000 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$671K +$9.7K +1,133 +1%
OL
43
one8zero8 LLC
North Carolina
$655K +$666K +77,850 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$646K -$146K -17,011 -18%
Lido Advisors
45
Lido Advisors
California
$631K
CA
46
Claro Advisors
Massachusetts
$616K -$245K -28,637 -28%
TPW
47
Tiller Private Wealth
Pennsylvania
$604K -$5.14K -600 -0.8%
Stifel Financial
48
Stifel Financial
Missouri
$598K +$127K +14,835 +26%
SPIA
49
Steward Partners Investment Advisory
New York
$597K +$227K +26,524 +60%
DADC
50
D.A. Davidson & Co
Montana
$586K -$7.9K -923 -1%

ETW Hedge Fund Activity: Q4 2024 in Review

160 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2024, worth a combined $219M — up 0.04% from $219M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ETW positions and 12 closed out — a net gain of 21 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was SAM Advisors, opening a new position worth an estimated $4.27M. The largest seller was International Assets Investment Management, cutting an estimated $9.22M.

  • 160 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $219M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2024, up 0.04% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2024 and 12 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2024 was SAM Advisors, an estimated $4.27M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.22M sold.

Based on aggregated 13F filings for Q4 2024.