We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

133 hedge funds and large institutions have $165M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

0.97% more ownership

Funds ownership: 19.49% → 20.46% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 141 → 133 (-8)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

45% less capital invested

Capital invested by funds: $301M → $165M (-$136M)

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
53
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.88M
2
Invesco
Invesco
Georgia
+$2.46M
3
WAM
Wolverine Asset Management
Illinois
+$2.16M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.23M
5
Ameriprise
Ameriprise
Minnesota
+$613K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$826K
2
WAM
Weiss Asset Management
Massachusetts
-$770K
3
IAIM
International Assets Investment Management
Florida
-$626K
4
AGM
Alpine Global Management
New York
-$482K
5
CF
Centaurus Financial
California
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.12M +$36.6K +4,568 +3%
CAN
27
Cetera Advisor Networks
California
$1.04M -$15.3K -1,906 -1%
PAG
28
Private Advisor Group
New Jersey
$1.04M -$5.42K -676 -0.5%
AAS
29
Avantax Advisory Services
Texas
$905K -$109K -13,626 -11%
CAC
30
Certified Advisory Corp
Florida
$825K +$7.46K +930 +0.9%
SI
31
Saxon Interests
Texas
$771K -$140K -17,500 -16%
FHA
32
Flagship Harbor Advisors
Massachusetts
$692K +$50.1K +6,250 +8%
LCM
33
Landscape Capital Management
New Jersey
$670K -$6.81K -849 -1%
AWA
34
Arkadios Wealth Advisors
Georgia
$665K -$112K -13,980 -15%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$653K +$141K +17,580 +28%
MA
36
Mutual Advisors
Nebraska
$650K -$1.6K -200 -0.2%
TPW
37
Tiller Private Wealth
Pennsylvania
$582K -$55.1K -6,870 -9%
JPLA
38
Joseph P. Lucia & Associates
New York
$567K -$4.01K -500 -0.7%
IAIM
39
International Assets Investment Management
Florida
$546K -$626K -78,078 -54%
CA
40
Claro Advisors
Massachusetts
$543K +$260K +32,454 +93%
Stifel Financial
41
Stifel Financial
Missouri
$466K -$3.44K -429 -0.7%
DADC
42
D.A. Davidson & Co
Montana
$421K +$112K +14,000 +37%
Mariner
43
Mariner
Kansas
$418K +$18.3K +2,277 +5%
JWCA
44
J.W. Cole Advisors
Florida
$412K -$97K -12,106 -19%
Citigroup
45
Citigroup
New York
$401K +$369 +46 +0.1%
AFG
46
Atomi Financial Group
New York
$376K +$373K +46,522 New
Creative Planning
47
Creative Planning
Kansas
$373K +$28.7K +3,584 +8%
AC
48
Avory & Company
Florida
$373K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$342K +$6.41K +800 +2%
NAS
50
NWF Advisory Services
California
$327K +$319K +39,767 New
1
2
3 4 5

ETW Hedge Fund Activity: Q1 2023 in Review

133 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2023, worth a combined $165M — down 45% from $301M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ETW and 12 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 53 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.88M. The largest seller was Raymond James & Associates, cutting an estimated $826K.

  • 133 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2023, down from 141 in Q4 2022.
  • Funds reported $165M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2023, down 45% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2023 and 17 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $4.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2023 was Raymond James & Associates, an estimated $826K sold.

Based on aggregated 13F filings for Q1 2023.