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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
DC
101
Davenport & Co
Virginia
$131K -$16.2K -2,000 -11%
CG
102
CFO4Life Group
Texas
$126K +$2.5K +308 +2%
FA
103
Financial Alternatives
California
$125K
SC
104
Sykon Capital
New York
$124K +$122K +15,000 New
ADL
105
Asset Dedication LLC
California
$121K +$118K +14,586 New
SM
106
Sensible Money
Arizona
$121K +$118K +14,586 New
KWM
107
Kingsview Wealth Management
Oregon
$117K
WMA
108
West Michigan Advisors
Michigan
$106K +$104K +12,865 New
TWP
109
Tyche Wealth Partners
Texas
$100K +$130 +16 +0.1%
HI
110
Harbour Investments
Wisconsin
$95.8K +$91.6K +11,308 +4,112%
AAS
111
Ameritas Advisory Services
Nebraska
$94.4K +$462 +57 +0.5%
IWC
112
Integrated Wealth Concepts
Massachusetts
$93.4K +$49 +6 +0.1%
EWM
113
Edge Wealth Management
New York
$91K
Corient Private Wealth
114
Corient Private Wealth
Florida
$90.2K
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$86K +$2.01K +248 +2%
AWS
116
Atria Wealth Solutions
New York
$85.7K -$339K -41,859 -80%
DA
117
Detalus Advisors
Missouri
$84.1K
QCIG
118
Quad-Cities Investment Group
Iowa
$84K +$82.3K +10,159 New
KFA
119
Kapstone Financial Advisors
Ohio
$83K
AHL
120
Abel Hall LLC
Louisiana
$82.7K
BBPWM
121
Blue Bell Private Wealth Management
Pennsylvania
$78.6K
GWSG
122
GPS Wealth Strategies Group
Colorado
$75.7K
CA
123
CoreCap Advisors
Michigan
$61.2K +$32.4K +4,000 +118%
BC
124
Barrett & Company
Rhode Island
$55.4K +$53.5K +6,600 New
CWC
125
Carolinas Wealth Consulting
North Carolina
$49.6K +$8 +1 +0%

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.