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ETW

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

160 hedge funds and large institutions have $219M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

12% more funds holding

Funds holding: 143 → 160 (+17)

0% more capital invested

Capital invested by funds: $219M → $219M (+$95.6K)

0.4% less ownership

Funds ownership: 24.61% → 24.21% (-0.4%)

Holders
160
Holders Change
+17
Holders Change %
+11.89%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
49
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
SAM Advisors
California
+$4.27M
2
Wells Fargo
Wells Fargo
California
+$3.13M
3
SFS
Shaker Financial Services
Virginia
+$2.68M
4
IAA
Independent Advisor Alliance
North Carolina
+$1.89M
5
PAMP
Polar Asset Management Partners
Ontario, Canada
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$9.22M
2
Bank of America
Bank of America
North Carolina
-$2.95M
3
AA
AQR Arbitrage
Connecticut
-$2.48M
4
Morgan Stanley
Morgan Stanley
New York
-$2.22M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$145K – – –
Corient Private Wealth
102
Corient Private Wealth
Florida
$144K +$53.5K +6,250 +57%
CWP
103
Cyndeo Wealth Partners
Florida
$143K – – –
LI
104
LVZ Inc
Michigan
$139K -$9.93K -1,160 -7%
WAM
105
Worth Asset Management
Texas
$134K – – –
DC
106
Davenport & Co
Virginia
$133K – – –
CA
107
Clearstead Advisors
Ohio
$131K +$134K +15,612 New
HI
108
Harbour Investments
Wisconsin
$129K +$19K +2,224 +17%
FA
109
Financial Alternatives
California
$127K – – –
ACA
110
Aptus Capital Advisors
Alabama
$123K +$125K +14,608 New
GWANC
111
Guardian Wealth Advisors (North Carolina)
North Carolina
$123K +$125K +14,608 New
OP
112
ORG Partners
Indiana
$123K +$360 +42 +0.3%
ADL
113
Asset Dedication LLC
California
$123K – – –
SM
114
Sensible Money
Arizona
$123K – – –
WS
115
Wedbush Securities
California
$120K -$1.71K -200 -1%
FSBI
116
Fearless Solutions (Best Invest)
Texas
$114K +$116K +13,526 New
CG
117
CFO4Life Group
Texas
$112K -$19.6K -2,286 -15%
WMA
118
West Michigan Advisors
Michigan
$108K – – –
KWM
119
Kingsview Wealth Management
Oregon
$108K -$11K -1,280 -9%
TWP
120
Tyche Wealth Partners
Texas
$102K -$479 -56 -0.5%
VWA
121
VSM Wealth Advisory
Maryland
$97.7K +$99.3K +11,604 New
SFC
122
Strategic Financial Concepts
Texas
$95.6K +$4.72K +552 +5%
IWC
123
Integrated Wealth Concepts
Massachusetts
$95.2K +$51 +6 +0.1%
ASN
124
Advisory Services Network
Georgia
$91.8K +$93.3K +10,901 New
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$90.5K +$2.13K +249 +2%
3 4
5
6 7

ETW Hedge Fund Activity: Q4 2024 in Review

160 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2024, worth a combined $219M — up 0.04% from $219M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ETW positions and 12 closed out — a net gain of 21 holders — while 49 added to existing stakes and 43 trimmed.

The largest buyer was SAM Advisors, opening a new position worth an estimated $4.27M. The largest seller was International Assets Investment Management, cutting an estimated $9.22M.

  • 160 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $219M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2024, up 0.04% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2024 and 12 closed out, a net change of +21 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2024 was SAM Advisors, an estimated $4.27M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2024 was International Assets Investment Management, an estimated $9.22M sold.

Based on aggregated 13F filings for Q4 2024.