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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

144 hedge funds and large institutions have $232M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $225M → $232M (+$7.11M)

0.58% less ownership

Funds ownership: 26.88% → 26.3% (-0.58%)

1% less funds holding

Funds holding: 145 → 144 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
54
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.38M
2
AA
AQR Arbitrage
Connecticut
+$2.08M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.07M
4
Invesco
Invesco
Georgia
+$1.86M
5
KAS
Kestra Advisory Services
Texas
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.6M
2
EC
Elequin Capital
New York
-$748K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$565K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$404K
5
CP
Camelot Portfolios
Ohio
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
51
Joseph P. Lucia & Associates
New York
$542K +$3.78K +476 +0.7%
TPW
52
Tiller Private Wealth
Pennsylvania
$534K -$15.2K -1,910 -3%
AWA
53
Arkadios Wealth Advisors
Georgia
$532K -$24K -3,017 -4%
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$487K +$198K +24,979 +73%
NA
55
NewEdge Advisors
Louisiana
$468K -$75.7K -9,539 -14%
DWM
56
Dakota Wealth Management
Florida
$433K – – –
AWS
57
Atria Wealth Solutions
New York
$428K -$106K -13,386 -20%
CWM
58
Centurion Wealth Management
Virginia
$425K – – –
SWM
59
Spire Wealth Management
Virginia
$425K – – –
Stifel Financial
60
Stifel Financial
Missouri
$386K +$159 +20 +0%
AC
61
Avory & Company
Florida
$375K – – –
FLPIM
62
F.L. Putnam Investment Management
Massachusetts
$370K – – –
AFG
63
Atomi Financial Group
New York
$363K +$9.62K +1,211 +3%
Creative Planning
64
Creative Planning
Kansas
$350K -$4.76K -600 -1%
OC
65
Oppenheimer & Co
New York
$348K +$5.64K +710 +2%
Citigroup
66
Citigroup
New York
$325K +$79.5K +10,010 +34%
JWCA
67
J.W. Cole Advisors
Florida
$320K -$52K -6,554 -14%
Walleye Capital
68
Walleye Capital
New York
$305K -$55.4K -6,973 -16%
CAC
69
Certified Advisory Corp
Florida
$305K -$20.7K -2,612 -7%
NAS
70
NWF Advisory Services
California
$303K -$373 -47 -0.1%
SPIA
71
Steward Partners Investment Advisory
New York
$300K +$3.18K +400 +1%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$290K -$6.03K -759 -2%
AAS
73
Avantax Advisory Services
Texas
$279K -$147K -18,535 -35%
TLCM
74
Twin Lakes Capital Management
California
$273K +$7.61K +958 +3%
KTA
75
Keeley-Teton Advisors
Illinois
$254K – – –
1 2
3
4 5

ETW Hedge Fund Activity: Q1 2024 in Review

144 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2024, worth a combined $232M — up 3.2% from $225M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ETW and 15 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 54 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $15.6M.

  • 144 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2024, down from 145 in Q4 2023.
  • Funds reported $232M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2024 and 16 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $2.38M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2024.