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ETW

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

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: 160 → 165 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.21M
2
RA
RiverTree Advisors
Florida
+$1.6M
3
RAM
Readystate Asset Management
Illinois
+$1.18M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.15M
5
WAM
Wolverine Asset Management
Illinois
+$899K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.91M
2
AA
AQR Arbitrage
Connecticut
-$2.52M
3
MP
Mangrove Partners
Connecticut
-$1.86M
4
IAA
Independent Advisor Alliance
North Carolina
-$1.86M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
76
Oppenheimer & Co
New York
$280K +$47.7K +5,625 +20%
ICMP
77
Integrated Capital Management (Pennsylvania)
Pennsylvania
$280K +$28.8K +3,398 +11%
NAS
78
NWF Advisory Services
California
$277K +$285K +33,600 New
CAC
79
Certified Advisory Corp
Florida
$271K +$2.18K +257 +0.8%
JCM
80
Jacobi Capital Management
Pennsylvania
$260K +$4.13K +488 +2%
KTA
81
Keeley-Teton Advisors
Illinois
$255K – – –
SFS
82
Sharp Financial Services
Pennsylvania
$244K +$251K +29,630 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$240K -$25.4K -3,000 -9%
MML Investors Services
84
MML Investors Services
Massachusetts
$240K +$44.5K +5,254 +22%
HWMO
85
Heritage Wealth Management (Ohio)
Ohio
$238K – – –
RIL
86
Rothschild Investment LLC
Illinois
$230K -$602 -71 -0.3%
Truist Financial
87
Truist Financial
North Carolina
$210K +$3.87K +457 +2%
A
88
Argentarii
Ohio
$208K – – –
CCG
89
Capital CS Group
California
$208K -$12.5K -1,479 -6%
Mariner
90
Mariner
Kansas
$201K +$21K +2,474 +11%
AAS
91
Annex Advisory Services
Wisconsin
$198K – – –
SWA
92
Stratos Wealth Advisors
Ohio
$190K +$8.47K +1,000 +5%
AWS
93
Atria Wealth Solutions
New York
$183K -$10.1K -1,195 -5%
SIAS
94
Summit Investment Advisory Services
Minnesota
$180K +$4.32K +510 +2%
DE
95
Diversified Enterprises
Delaware
$172K +$1.38K +163 +0.8%
KPWS
96
Kestra Private Wealth Services
Texas
$170K -$7.25K -856 -4%
CA
97
Cornerstone Advisory
Maryland
$163K +$1.17K +138 +0.7%
VIPI
98
Vista Investment Partners II
Indiana
$162K – – –
MWM
99
Modern Wealth Management
Kansas
$160K +$424 +50 +0.3%
HIP
100
HUB Investment Partners
Texas
$159K – – –
2 3
4
5 6

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.