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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
SI
51
Saxon Interests
Texas
$562K -$117K -14,470 -18%
JPLA
52
Joseph P. Lucia & Associates
New York
$550K +$3.32K +410 +0.6%
TPW
53
Tiller Private Wealth
Pennsylvania
$539K
NA
54
NewEdge Advisors
Louisiana
$521K +$47.7K +5,881 +10%
SBIA
55
Sheaff Brock Investment Advisors
Indiana
$491K +$284 +35 +0.1%
IFG
56
Independent Financial Group
California
$422K +$414K +51,080 New
DWM
57
Dakota Wealth Management
Florida
$420K -$16.2K -2,000 -4%
AFG
58
Atomi Financial Group
New York
$406K +$40K +4,937 +11%
Stifel Financial
59
Stifel Financial
Missouri
$404K +$14.8K +1,830 +4%
Calamos Advisors
60
Calamos Advisors
Illinois
$400K +$161K +19,886 +70%
AC
61
Avory & Company
Florida
$378K
CP
62
Camelot Portfolios
Ohio
$375K +$368K +45,400 New
OC
63
Oppenheimer & Co
New York
$375K +$23.9K +2,948 +7%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$373K
Citigroup
65
Citigroup
New York
$358K +$29.8K +3,673 +9%
CF
66
Centaurus Financial
California
$352K -$208K -25,616 -38%
SPIA
67
Steward Partners Investment Advisory
New York
$352K +$48.6K +6,000 +16%
Creative Planning
68
Creative Planning
Kansas
$327K -$25.7K -3,166 -7%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$324K +$30.6K +3,776 +11%
Two Sigma Investments
70
Two Sigma Investments
New York
$311K +$195K +24,051 +177%
NAS
71
NWF Advisory Services
California
$298K -$7.41K -914 -2%
AAS
72
Avantax Advisory Services
Texas
$285K +$3.17K +391 +1%
CAC
73
Certified Advisory Corp
Florida
$282K -$24.8K -3,065 -8%
TLCM
74
Twin Lakes Capital Management
California
$282K +$6.7K +827 +2%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$280K +$274K +33,838 New

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.