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ETW

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

145 hedge funds and large institutions have $196M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

7% more funds holding

Funds holding: 135 → 145 (+10)

1.4% more ownership

Funds ownership: 22.48% → 23.88% (+1.4%)

1% less capital invested

Capital invested by funds: $199M → $196M (-$2.4M)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
53
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$4.17M
2
AA
AQR Arbitrage
Connecticut
+$3.18M
3
1CP
1607 Capital Partners
Virginia
+$2.11M
4
PAS
Park Avenue Securities
New York
+$1.37M
5
KIM
Karpus Investment Management
New York
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.82M
2
Truist Financial
Truist Financial
North Carolina
-$1.29M
3
FHA
Flagship Harbor Advisors
Massachusetts
-$941K
4
CF
Centaurus Financial
California
-$913K
5
RJA
Raymond James & Associates
Florida
-$905K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
26
Franklin Resources
California
$1.8M +$29.3K +3,645 +2%
CK
27
Cohen Klingenstein
New York
$1.79M – – –
CF
28
Centaurus Financial
California
$1.68M -$913K -113,740 -34%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.65M +$87.6K +10,906 +5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.59M +$610K +75,973 +58%
RBFC
31
Roman Butler Fullerton & Co
Missouri
$1.47M +$12.8K +1,591 +0.8%
PAS
32
Park Avenue Securities
New York
$1.3M +$1.37M +170,533 New
CAN
33
Cetera Advisor Networks
California
$1.11M +$124K +15,470 +12%
PAG
34
Private Advisor Group
New Jersey
$968K -$1.13K -141 -0.1%
LCM
35
Landscape Capital Management
New Jersey
$883K +$185K +22,992 +25%
AWS
36
Atria Wealth Solutions
New York
$848K +$629K +78,269 +239%
FSA
37
Franklin Street Advisors
North Carolina
$843K +$88.5K +11,026 +11%
IAIM
38
International Assets Investment Management
Florida
$741K +$268K +33,375 +52%
CA
39
Claro Advisors
Massachusetts
$666K +$112K +14,008 +19%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$638K -$39K -4,860 -6%
Lido Advisors
41
Lido Advisors
California
$572K +$601K +74,900 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$554K -$39.8K -4,952 -7%
TPW
43
Tiller Private Wealth
Pennsylvania
$544K – – –
AWA
44
Arkadios Wealth Advisors
Georgia
$518K +$56.2K +6,998 +12%
DADC
45
D.A. Davidson & Co
Montana
$517K – – –
JPLA
46
Joseph P. Lucia & Associates
New York
$512K +$2.66K +331 +0.5%
PIWA
47
Prevail Innovative Wealth Advisors
Kansas
$476K +$214K +26,674 +75%
Stifel Financial
48
Stifel Financial
Missouri
$433K -$20.2K -2,511 -4%
AAS
49
Avantax Advisory Services
Texas
$424K -$303K -37,776 -40%
Citigroup
50
Citigroup
New York
$409K +$30.4K +3,788 +8%
1
2
3 4 5

ETW Hedge Fund Activity: Q3 2023 in Review

145 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2023, worth a combined $196M — down 1.2% from $199M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.17M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.82M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2023, up from 135 in Q2 2023.
  • Funds reported $196M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $4.17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2023 was Commonwealth Equity Services, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2023.