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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

144 hedge funds and large institutions have $232M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $225M → $232M (+$7.11M)

0.58% less ownership

Funds ownership: 26.88%26.3% (-0.58%)

1% less funds holding

Funds holding: 145144 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
54
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
Financial Alternatives
California
$124K
CG
102
CFO4Life Group
Texas
$123K +$23.2K +2,920 +24%
KWM
103
Kingsview Wealth Management
Oregon
$116K -$4.1K -516 -4%
LMKC
104
L.M. Kohn & Company
Ohio
$116K -$35K -4,405 -24%
RJT
105
Raymond James Trust
Florida
$112K
WS
106
Wedbush Securities
California
$112K +$108K +13,654 New
Two Sigma Investments
107
Two Sigma Investments
New York
$111K +$108K +13,566 New
TWP
108
Tyche Wealth Partners
Texas
$99.2K +$111 +14 +0.1%
Citadel Advisors
109
Citadel Advisors
Florida
$94.2K -$27.7K -3,491 -23%
IWC
110
Integrated Wealth Concepts
Massachusetts
$92.6K -$532 -67 -0.6%
AAS
111
Ameritas Advisory Services
Nebraska
$90.3K +$90.2K +11,362 New
EWM
112
Edge Wealth Management
New York
$90.2K
Corient Private Wealth
113
Corient Private Wealth
Florida
$89.4K
SFC
114
Strategic Financial Concepts
Texas
$86.5K +$83.8K +10,552 New
DA
115
Detalus Advisors
Missouri
$83.4K -$14.8K -1,860 -15%
KFA
116
Kapstone Financial Advisors
Ohio
$82.3K
AHL
117
Abel Hall LLC
Louisiana
$82K
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$81.4K +$79.3K +9,991 New
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$77.9K +$47.6K +6,000 +171%
GWSG
120
GPS Wealth Strategies Group
Colorado
$75.1K +$5.24K +660 +8%
FSWA
121
Financial Synergies Wealth Advisors
Texas
$64.2K +$62.2K +7,832 New
CWC
122
Carolinas Wealth Consulting
North Carolina
$49.1K
PTC
123
Private Trust Company
Ohio
$45.1K -$7.11K -895 -14%
NS
124
NBC Securities
Alabama
$41K
US Bancorp
125
US Bancorp
Minnesota
$36.2K -$111 -14 -0.3%

ETW Hedge Fund Activity: Q1 2024 in Review

144 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2024, worth a combined $232M — up 3.2% from $225M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of ETW and 15 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 54 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.38M. The largest seller was Morgan Stanley, cutting an estimated $15.6M.

  • 144 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2024, down from 145 in Q4 2023.
  • Funds reported $232M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2024 and 16 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $2.38M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2024.