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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
PTC
126
Private Trust Company
Ohio
$45.5K
NS
127
NBC Securities
Alabama
$37K -$4.05K -500 -10%
US Bancorp
128
US Bancorp
Minnesota
$36.5K
MG
129
Mather Group
Illinois
$24.9K
BFEC
130
Benjamin F. Edwards & Company
Missouri
$24K
VWM
131
Venturi Wealth Management
Texas
$21.5K
PA
132
Parallel Advisors
California
$20.7K +$332 +41 +2%
HIA
133
Harbor Investment Advisory
Maryland
$15.9K
SFC
134
Strategic Financial Concepts
Texas
$15.4K +$640K +78,992 +749%
LIA
135
Lynx Investment Advisory
District of Columbia
$8.89K +$8.71K +1,075 New
TWP
136
Triad Wealth Partners
Kansas
$8.61K +$8.44K +1,041 New
GRP
137
Global Retirement Partners
California
$8.32K +$203 +25 +3%
AF
138
Allworth Financial
California
$7.64K +$73 +9 +1%
SIS
139
Strategic Investment Solutions
Illinois
$6.46K +$6.28K +775 New
SWA
140
SOA Wealth Advisors
New York
$4.79K -$10K -1,236 -68%
VAG
141
VisionPoint Advisory Group
Texas
$4.55K
IA
142
IFP Advisors
Florida
$4.13K +$4.05K +500 New
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$4K -$18.5K -2,284 -80%
FFA
144
Farther Finance Advisors
California
$3.37K +$3.3K +407 New
CIA
145
Cape Investment Advisory
Georgia
$3.31K
JP Morgan Chase
146
JP Morgan Chase
New York
$3.22K -$2.52K -311 -44%
BAM
147
Bellevue Asset Management
Washington
$1.49K -$2.31K -285 -61%
VAMG
148
Voisard Asset Management Group
Michigan
$273 +$267 +33 New
SWM
149
Spire Wealth Management
Virginia
-$425K -51,810 Closed
JWCA
150
J.W. Cole Advisors
Florida
-$320K -39,062 Closed

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.