We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

165 hedge funds and large institutions have $210M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 43

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 160165 (+5)

0.5% less ownership

Funds ownership: 24.21%23.71% (-0.5%)

4% less capital invested

Capital invested by funds: $219M → $210M (-$8.76M)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
62
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$560K +$6.77K +799 +1%
CA
52
Claro Advisors
Massachusetts
$525K -$79.8K -9,422 -13%
JPLA
53
Joseph P. Lucia & Associates
New York
$509K +$3.58K +423 +0.7%
HighTower Advisors
54
HighTower Advisors
Illinois
$500K -$29.6K -3,488 -5%
SBIA
55
Sheaff Brock Investment Advisors
Indiana
$490K +$186 +22 +0%
AW
56
Alteri Wealth
California
$486K +$21K +2,479 +4%
KAS
57
Kestra Advisory Services
Texas
$476K -$1.02M -120,525 -68%
Calamos Advisors
58
Calamos Advisors
Illinois
$468K -$19.2K -2,268 -4%
MWA
59
Medallion Wealth Advisors
Connecticut
$462K +$21.2K +2,500 +5%
AFG
60
Atomi Financial Group
New York
$441K +$6.13K +724 +1%
CWM
61
Centurion Wealth Management
Virginia
$438K
CW
62
CreativeOne Wealth
Kansas
$437K -$98.7K -11,650 -18%
DWM
63
Dakota Wealth Management
Florida
$421K -$1.7K -200 -0.4%
AC
64
Avory & Company
Florida
$377K
CF
65
Centaurus Financial
California
$376K -$661 -78 -0.2%
CP
66
Camelot Portfolios
Ohio
$375K +$385K +45,400 New
FLPIM
67
F.L. Putnam Investment Management
Massachusetts
$372K
WWA
68
WCG Wealth Advisors
Nevada
$337K +$346K +40,858 New
Citigroup
69
Citigroup
New York
$328K -$16K -1,884 -5%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$324K +$17.8K +2,100 +6%
SI
71
Saxon Interests
Texas
$314K +$8.22K +970 +3%
ARC
72
Advisor Resource Council
Texas
$307K +$315K +37,234 New
TLCM
73
Twin Lakes Capital Management
California
$302K +$7.23K +853 +2%
AAS
74
Avantax Advisory Services
Texas
$296K -$7.89K -931 -3%
Creative Planning
75
Creative Planning
Kansas
$285K -$4.25K -501 -1%

ETW Hedge Fund Activity: Q1 2025 in Review

165 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2025, worth a combined $210M — down 4% from $219M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 16 closed out — a net gain of 5 holders — while 62 added to existing stakes and 43 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $2.21M. The largest seller was Wells Fargo, cutting an estimated $2.91M.

  • 165 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2025, up from 160 in Q4 2024.
  • Funds reported $210M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2025, down 4% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2025 and 16 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2025 was Pathstone Holdings, an estimated $2.21M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2025 was Wells Fargo, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2025.