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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

143 hedge funds and large institutions have $219M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

1.66% less ownership

Funds ownership: 26.27%24.61% (-1.7%)

3% less funds holding

Funds holding: 148143 (-5)

6% less capital invested

Capital invested by funds: $233M → $219M (-$14M)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
55
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
CFO4Life Group
Texas
$135K +$2.5K +301 +2%
FA
102
Financial Alternatives
California
$131K
ADL
103
Asset Dedication LLC
California
$127K
SM
104
Sensible Money
Arizona
$127K
OP
105
ORG Partners
Indiana
$126K -$23.8K -2,869 -16%
WS
106
Wedbush Securities
California
$126K -$26.4K -3,180 -18%
LMKC
107
L.M. Kohn & Company
Ohio
$125K +$119K +14,380 New
KWM
108
Kingsview Wealth Management
Oregon
$123K
HI
109
Harbour Investments
Wisconsin
$114K +$12.7K +1,524 +13%
WMA
110
West Michigan Advisors
Michigan
$112K
TWP
111
Tyche Wealth Partners
Texas
$105K +$125 +15 +0.1%
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$103K +$19.9K +2,400 +25%
IWC
113
Integrated Wealth Concepts
Massachusetts
$98.1K +$58 +7 +0.1%
Corient Private Wealth
114
Corient Private Wealth
Florida
$94.7K
SFC
115
Strategic Financial Concepts
Texas
$93.7K -$654K -78,744 -88%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$91K +$2.02K +243 +2%
QCIG
117
Quad-Cities Investment Group
Iowa
$90.1K +$1.87K +225 +2%
DA
118
Detalus Advisors
Missouri
$88.3K
AHL
119
Abel Hall LLC
Louisiana
$86.8K
KFA
120
Kapstone Financial Advisors
Ohio
$86.6K
GWSG
121
GPS Wealth Strategies Group
Colorado
$79.4K
ATS
122
Ashton Thomas Securities
New York
$66.7K +$63.8K +7,686 New
CA
123
CoreCap Advisors
Michigan
$64.2K
CWC
124
Carolinas Wealth Consulting
North Carolina
$52K
PTC
125
Private Trust Company
Ohio
$47.7K

ETW Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2024, worth a combined $219M — down 6% from $233M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ETW and 12 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 55 added.

The largest buyer was International Assets Investment Management, adding an estimated $9.28M. The largest seller was Cornerstone Advisors, cutting an estimated $12.4M.

  • 143 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2024, down from 148 in Q2 2024.
  • Funds reported $219M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2024, down 6% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2024 and 15 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $9.28M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2024.