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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

135 hedge funds and large institutions have $199M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $165M → $199M (+$33.3M)

2.02% more ownership

Funds ownership: 20.46%22.48% (+2%)

2% more funds holding

Funds holding: 133135 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
53
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$1.91M +$29.4K +3,624 +2%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.69M -$168K -20,692 -9%
RBFC
28
Roman Butler Fullerton & Co
Missouri
$1.62M +$58.9K +7,259 +4%
Truist Financial
29
Truist Financial
North Carolina
$1.51M -$2.27K -280 -0.2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.08M -$49.4K -6,082 -4%
CAN
31
Cetera Advisor Networks
California
$1.06M +$4.98K +614 +0.5%
PAG
32
Private Advisor Group
New Jersey
$1.04M -$10.7K -1,313 -1%
FSA
33
Franklin Street Advisors
North Carolina
$816K +$806K +99,284 New
AAS
34
Avantax Advisory Services
Texas
$767K -$151K -18,654 -17%
LCM
35
Landscape Capital Management
New Jersey
$761K +$79K +9,738 +12%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$726K +$60.6K +7,465 +9%
SI
37
Saxon Interests
Texas
$717K -$66.6K -8,209 -9%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$603K +$360K +44,396 +193%
CA
39
Claro Advisors
Massachusetts
$601K +$48.5K +5,979 +9%
TPW
40
Tiller Private Wealth
Pennsylvania
$585K -$6.17K -760 -1%
DADC
41
D.A. Davidson & Co
Montana
$556K +$127K +15,623 +30%
JPLA
42
Joseph P. Lucia & Associates
New York
$548K -$28.7K -3,532 -5%
IAIM
43
International Assets Investment Management
Florida
$531K -$24.7K -3,049 -5%
AWA
44
Arkadios Wealth Advisors
Georgia
$500K -$175K -21,549 -26%
CAC
45
Certified Advisory Corp
Florida
$495K -$339K -41,784 -41%
Stifel Financial
46
Stifel Financial
Missouri
$486K +$12.2K +1,498 +3%
Mariner
47
Mariner
Kansas
$467K +$41.2K +5,081 +10%
JWCA
48
J.W. Cole Advisors
Florida
$412K -$6.49K -799 -2%
Citigroup
49
Citigroup
New York
$409K +$187 +23 +0%
DWM
50
Dakota Wealth Management
Florida
$383K +$207K +25,520 +121%

ETW Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2023, worth a combined $199M — up 20% from $165M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 10 closed out — a net gain of 3 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.88M. The largest seller was Shaker Financial Services, cutting an estimated $2.3M.

  • 135 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2023, up from 133 in Q1 2023.
  • Funds reported $199M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2023, up 20% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2023 and 10 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2023 was Shaker Financial Services, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2023.