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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

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: 143160 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
126
Quad-Cities Investment Group
Iowa
$89.3K +$1.88K +219 +2%
IWM
127
IHT Wealth Management
Illinois
$87.5K +$88.9K +10,386 New
KFA
128
Kapstone Financial Advisors
Ohio
$85.9K
DA
129
Detalus Advisors
Missouri
$85.7K
SWP
130
Sagespring Wealth Partners
Tennessee
$85.6K +$87.1K +10,170 New
AHL
131
Abel Hall LLC
Louisiana
$84.2K
GWSG
132
GPS Wealth Strategies Group
Colorado
$77.1K
MCM
133
MAI Capital Management
Ohio
$70.1K +$71.3K +8,329 New
EC
134
Elequin Capital
New York
$64.9K +$66K +7,711 New
WAM
135
Wolverine Asset Management
Illinois
$59.1K +$60.1K +7,018 New
BC
136
Barrett & Company
Rhode Island
$54.5K +$37.2K +4,350 +193%
CWC
137
Carolinas Wealth Consulting
North Carolina
$50.5K
PTC
138
Private Trust Company
Ohio
$46.3K
MG
139
Mather Group
Illinois
$25.6K
TAM
140
Tucker Asset Management
Colorado
$23.9K
VWM
141
Vermillion Wealth Management
Minnesota
$23.1K +$23.5K +2,747 New
VWM
142
Venturi Wealth Management
Texas
$21.9K
PA
143
Parallel Advisors
California
$21.7K +$351 +41 +2%
MAS
144
MPWM Advisory Solutions
Georgia
$18.4K +$18.7K +2,188 New
HIA
145
Harbor Investment Advisory
Maryland
$16.2K
Jones Financial Companies
146
Jones Financial Companies
Missouri
$11.8K +$12K +1,400 New
SAM
147
Synergy Asset Management
Washington
$10.4K +$10.3K +1,200 New
CA
148
CoreCap Advisors
Michigan
$9.68K -$53.5K -6,250 -84%
AF
149
Allworth Financial
California
$8.11K +$68 +8 +0.9%
SIS
150
Strategic Investment Solutions
Illinois
$6.53K

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.