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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
KTA
76
Keeley-Teton Advisors
Illinois
$256K
JCM
77
Jacobi Capital Management
Pennsylvania
$249K -$2.02K -249 -0.8%
Mariner
78
Mariner
Kansas
$243K +$238K +29,394 New
HWMO
79
Heritage Wealth Management (Ohio)
Ohio
$243K +$234K +28,889 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$242K +$13.9K +1,720 +6%
RIL
81
Rothschild Investment LLC
Illinois
$240K -$8.38K -1,034 -3%
ICMP
82
Integrated Capital Management (Pennsylvania)
Pennsylvania
$231K +$16.1K +1,989 +8%
CCG
83
Capital CS Group
California
$217K +$4.03K +497 +2%
CA
84
Cornerstone Advisory
Maryland
$201K +$17.3K +2,130 +10%
Comerica Bank
85
Comerica Bank
Texas
$194K +$502 +62 +0.3%
MML Investors Services
86
MML Investors Services
Massachusetts
$183K +$2.07K +255 +1%
D
87
Diversified
Delaware
$180K -$8.56K -1,057 -5%
SWA
88
Stratos Wealth Advisors
Ohio
$165K -$5.07K -625 -3%
GC
89
Gratus Capital
Georgia
$165K +$162K +20,000 New
HIP
90
HUB Investment Partners
Texas
$159K
MWM
91
Modern Wealth Management
Kansas
$159K +$155K +19,188 New
SWP
92
Stratos Wealth Partners
Ohio
$154K -$2.63K -324 -2%
Truist Financial
93
Truist Financial
North Carolina
$153K
CB
94
Commerce Bank
Missouri
$150K
LI
95
LVZ Inc
Michigan
$146K
WS
96
Wedbush Securities
California
$146K +$32.5K +4,012 +29%
OP
97
ORG Partners
Indiana
$144K -$19.3K -2,376 -12%
RIA
98
Regal Investment Advisors
Michigan
$143K
CWP
99
Cyndeo Wealth Partners
Florida
$141K
WAM
100
Worth Asset Management
Texas
$131K

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.