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ETW

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

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: 143 → 160 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SA
SAM Advisors
California
+$4.27M
2
Wells Fargo
Wells Fargo
California
+$3.13M
3
SFS
Shaker Financial Services
Virginia
+$2.68M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.89M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$9.22M
2
Bank of America
Bank of America
North Carolina
-$2.95M
3
AA
AQR Arbitrage
Connecticut
-$2.48M
4
Morgan Stanley
Morgan Stanley
New York
-$2.22M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$564K +$28.9K +3,371 +5%
CW
52
CreativeOne Wealth
Kansas
$544K +$553K +64,617 New
HighTower Advisors
53
HighTower Advisors
Illinois
$540K -$133K -15,501 -19%
JPLA
54
Joseph P. Lucia & Associates
New York
$516K +$3.51K +410 +0.7%
SBIA
55
Sheaff Brock Investment Advisors
Indiana
$500K +$300 +35 +0.1%
Calamos Advisors
56
Calamos Advisors
Illinois
$497K +$97.1K +11,340 +24%
AW
57
Alteri Wealth
California
$475K +$483K +56,373 New
AFG
58
Atomi Financial Group
New York
$444K +$29.9K +3,490 +7%
MWA
59
Medallion Wealth Advisors
Connecticut
$443K +$458K +53,534 New
CWM
60
Centurion Wealth Management
Virginia
$438K +$2K +233 +0.4%
DWM
61
Dakota Wealth Management
Florida
$431K – – –
AC
62
Avory & Company
Florida
$385K – – –
CF
63
Centaurus Financial
California
$384K +$3.02K +353 +0.8%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$380K – – –
Citigroup
65
Citigroup
New York
$351K +$17.1K +1,994 +5%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$339K +$344K +40,227 New
SI
67
Saxon Interests
Texas
$313K +$4.44K +519 +1%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$313K -$16.4K -1,912 -5%
AAS
69
Avantax Advisory Services
Texas
$309K +$3.37K +394 +1%
TLCM
70
Twin Lakes Capital Management
California
$301K +$7.07K +826 +2%
Creative Planning
71
Creative Planning
Kansas
$295K -$39.4K -4,600 -12%
CAC
72
Certified Advisory Corp
Florida
$275K -$2K -234 -0.7%
FPAS
73
Focus Partners Advisor Solutions
Missouri
$271K -$1.64K -191 -0.6%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$270K +$19.2K +2,245 +8%
JCM
75
Jacobi Capital Management
Pennsylvania
$261K +$4.03K +471 +2%
1 2
3
4 5

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.