We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

129 hedge funds and large institutions have $149M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

4% more funds holding

Funds holding: 124129 (+5)

1.35% less ownership

Funds ownership: 19.66%18.31% (-1.4%)

15% less capital invested

Capital invested by funds: $175M → $149M (-$26M)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.11M -$572K -65,297 -31%
PAG
27
Private Advisor Group
New Jersey
$998K +$4.67K +534 +0.4%
SI
28
Saxon Interests
Texas
$934K +$186K +21,250 +23%
CAN
29
Cetera Advisor Networks
California
$930K -$171K -19,573 -14%
AWA
30
Arkadios Wealth Advisors
Georgia
$885K -$388K -44,289 -27%
CAC
31
Certified Advisory Corp
Florida
$744K +$104K +11,844 +14%
MA
32
Mutual Advisors
Nebraska
$715K -$21.7K -2,479 -3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$660K -$586K -66,974 -43%
TPW
34
Tiller Private Wealth
Pennsylvania
$609K -$10.1K -1,150 -1%
FHA
35
Flagship Harbor Advisors
Massachusetts
$593K +$41.2K +4,710 +6%
JWCA
36
J.W. Cole Advisors
Florida
$502K +$368 +42 +0.1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$496K +$2.32K +265 +0.4%
IAIM
38
International Assets Investment Management
Florida
$485K -$788 -90 -0.1%
Mariner
39
Mariner
Kansas
$377K +$20.7K +2,361 +5%
Citigroup
40
Citigroup
New York
$360K -$8.98K -1,026 -2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$350K
AC
42
Avory & Company
Florida
$349K
HSA
43
HBK Sorce Advisory
Pennsylvania
$303K +$137K +15,618 New
Creative Planning
44
Creative Planning
Kansas
$298K
CCG
45
Capital CS Group
California
$295K -$20.6K -2,358 -6%
IA
46
IFP Advisors
Florida
$286K +$140 +16 +0.1%
NA
47
NewEdge Advisors
Louisiana
$277K +$28.9K +3,300 +10%
CA
48
Claro Advisors
Massachusetts
$264K
SWP
49
Stratos Wealth Partners
Ohio
$263K -$86.8K -9,920 -22%
KC
50
Kingfisher Capital
North Carolina
$263K +$5.98K +683 +2%

ETW Hedge Fund Activity: Q3 2022 in Review

129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2022, worth a combined $149M — down 15% from $175M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETW positions and 11 closed out — a net gain of 7 holders — while 46 added to existing stakes and 30 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.94M. The largest seller was Bank of America, cutting an estimated $7.79M.

  • 129 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2022, up from 124 in Q2 2022.
  • Funds reported $149M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2022, down 15% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2022 and 11 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2022 was Commonwealth Equity Services, an estimated $1.94M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2022 was Bank of America, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2022.