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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

165 hedge funds and large institutions have $220M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

1% more capital invested

Capital invested by funds: $217M → $220M (+$2.8M)

0.73% less ownership

Funds ownership: 23.11%22.38% (-0.73%)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 169165 (-4)

Holders
165
Holders Change
-4
Holders Change %
-2.37%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
59
Reduced
41
Closed
19
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
$20.8M +$54.8K +6,196 +0.3%
GC
2
Guggenheim Capital
Illinois
$19.1M +$640K +72,287 +4%
Morgan Stanley
3
Morgan Stanley
New York
$17M +$382K +43,215 +2%
KIM
4
Karpus Investment Management
New York
$15.1M -$224K -25,257 -1%
Invesco
5
Invesco
Georgia
$15.1M +$843K +95,205 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$13.8M -$174K -19,640 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.47M +$469K +52,995 +6%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$8.11M -$2.63M -296,661 -25%
LPL Financial
9
LPL Financial
California
$6.56M +$1.77M +200,299 +38%
PCM
10
Penserra Capital Management
California
$6.51M +$1.14M +129,270 +22%
AAM
11
Advisors Asset Management
Colorado
$6.49M +$415K +46,944 +7%
CAM
12
Cresset Asset Management
Illinois
$4.91M +$133 +15 +0%
UBS Group
13
UBS Group
Switzerland
$4.68M -$355K -40,132 -7%
Ameriprise
14
Ameriprise
Minnesota
$4.23M +$18.3K +2,069 +0.4%
RA
15
RiverTree Advisors
Florida
$3.83M +$25.9K +2,927 +0.7%
1CP
16
1607 Capital Partners
Virginia
$3.63M -$548K -61,900 -13%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.56M +$53.5K +6,043 +2%
Wells Fargo
18
Wells Fargo
California
$2.87M +$65.1K +7,352 +2%
SFS
19
Shaker Financial Services
Virginia
$2.82M -$1.21M -137,241 -31%
Two Sigma Investments
20
Two Sigma Investments
New York
$2.5M
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.47M -$39.3K -4,443 -2%
Franklin Resources
22
Franklin Resources
California
$2.32M -$48.2K -5,441 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.98M -$133 -15 -0%
RBFC
24
Roman Butler Fullerton & Co
Missouri
$1.8M +$23.4K +2,645 +1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.69M -$949K -107,243 -37%

ETW Hedge Fund Activity: Q3 2025 in Review

165 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2025, worth a combined $220M — up 1.3% from $217M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ETW and 18 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 59 added.

The largest buyer was LPL Financial, adding an estimated $1.77M. The largest seller was Pathstone Holdings, cutting an estimated $2.63M.

  • 165 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2025, down from 169 in Q2 2025.
  • Funds reported $220M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2025, up 1.3% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2025 and 19 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2025 was LPL Financial, an estimated $1.77M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2025 was Pathstone Holdings, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2025.