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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

165 hedge funds and large institutions have $210M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 43

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

3% more funds holding

Funds holding: 160165 (+5)

0.5% less ownership

Funds ownership: 24.21%23.71% (-0.5%)

4% less capital invested

Capital invested by funds: $219M → $210M (-$8.76M)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
62
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.2M -$793K -93,547 -4%
GC
2
Guggenheim Capital
Illinois
$15.2M -$634K -74,821 -4%
Morgan Stanley
3
Morgan Stanley
New York
$14.9M -$138K -16,280 -0.9%
KIM
4
Karpus Investment Management
New York
$14.3M -$833K -98,360 -5%
Invesco
5
Invesco
Georgia
$13.1M -$30.7K -3,629 -0.2%
Raymond James Financial
6
Raymond James Financial
Florida
$12.5M +$593K +69,991 +5%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$8.98M +$2.21M +261,344 +32%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.18M +$1.15M +135,192 +18%
UBS Group
9
UBS Group
Switzerland
$5.88M +$264K +31,214 +5%
AAM
10
Advisors Asset Management
Colorado
$4.99M +$7.68K +906 +0.2%
AA
11
AQR Arbitrage
Connecticut
$4.8M -$2.52M -297,661 -34%
FHA
12
Flagship Harbor Advisors
Massachusetts
$4.79M +$20.1K +2,373 +0.4%
PCM
13
Penserra Capital Management
California
$4.72M +$28.6K +3,372 +0.6%
1CP
14
1607 Capital Partners
Virginia
$4.55M -$477K -56,350 -9%
CAM
15
Cresset Asset Management
Illinois
$4.55M -$1.8K -212 -0%
SA
16
SAM Advisors
California
$3.89M -$176K -20,792 -4%
LPL Financial
17
LPL Financial
California
$3.44M +$101K +11,973 +3%
SFS
18
Shaker Financial Services
Virginia
$2.8M -$237K -27,937 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.78M -$629K -74,254 -18%
Ameriprise
20
Ameriprise
Minnesota
$2.71M +$124K +14,598 +5%
Wells Fargo
21
Wells Fargo
California
$2.7M -$2.91M -343,253 -51%
Franklin Resources
22
Franklin Resources
California
$2.16M +$38.8K +4,577 +2%
PIWA
23
Prevail Innovative Wealth Advisors
Kansas
$2.13M +$350K +41,284 +19%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.98M +$247K +29,140 +14%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.94M -$31.2K -3,687 -2%

ETW Hedge Fund Activity: Q1 2025 in Review

165 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2025, worth a combined $210M — down 4% from $219M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 16 closed out — a net gain of 5 holders — while 62 added to existing stakes and 43 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $2.21M. The largest seller was Wells Fargo, cutting an estimated $2.91M.

  • 165 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2025, up from 160 in Q4 2024.
  • Funds reported $210M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2025, down 4% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2025 and 16 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2025 was Pathstone Holdings, an estimated $2.21M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2025 was Wells Fargo, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2025.