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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
SWA
151
SOA Wealth Advisors
New York
$5.11K +$120 +14 +2%
AssetMark Inc
152
AssetMark Inc
California
$5.05K +$5.14K +600 New
AG
153
AmeriFlex Group
Nevada
$4.51K +$4.49K +525 New
FFA
154
Farther Finance Advisors
California
$3.43K
CIA
155
Cape Investment Advisory
Georgia
$3.37K
JP Morgan Chase
156
JP Morgan Chase
New York
$1.86K -$37.9K -4,423 -95%
BAM
157
Bellevue Asset Management
Washington
$1.51K
GSWM
158
Golden State Wealth Management
California
$199 +$197 +23 New
NS
159
NBC Securities
Alabama
$35 -$36.5K -4,265 -100%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$8 +$9 +1 New
SA
161
Sanctuary Advisors
Indiana
-$649K -76,407 Closed
CA
162
Cornerstone Advisors
North Carolina
-$405K -46,639 Closed
Walleye Capital
163
Walleye Capital
New York
-$342K -39,352 Closed
NAS
164
NWF Advisory Services
California
-$294K -33,896 Closed
IFG
165
Independent Financial Group
California
-$280K -32,313 Closed
RCM
166
Robinson Capital Management
Michigan
-$270K -31,668 Closed
LMKC
167
L.M. Kohn & Company
Ohio
-$125K -14,380 Closed
BBPWM
168
Blue Bell Private Wealth Management
Pennsylvania
-$103K -11,900 Closed
ATS
169
Ashton Thomas Securities
New York
-$66.7K -7,686 Closed
GRP
170
Global Retirement Partners
California
-$8.95K -1,031 Closed
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
-$5K -583 Closed
DPW
172
DiNuzzo Private Wealth
Pennsylvania
-$1.74K -200 Closed

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.