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ETW

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

125 hedge funds and large institutions have $205M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

0.91% more ownership

Funds ownership: 17.83% → 18.74% (+0.91%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 127 → 125 (-2)

6% less capital invested

Capital invested by funds: $218M → $205M (-$12.8M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
55
Reduced
23
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.42M
2
Morgan Stanley
Morgan Stanley
New York
+$2.15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.02M
4
AAS
Avantax Advisory Services
Texas
+$1.23M
5
RJA
Raymond James & Associates
Florida
+$995K

Top Sellers

Rank Fund Capital Flow
1
CA
CoreCap Advisors
Michigan
-$3.95M
2
Invesco
Invesco
Georgia
-$2.42M
3
AWA
Arkadios Wealth Advisors
Georgia
-$1.3M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$602K
5
UBS Group
UBS Group
Switzerland
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Claro Advisors
Massachusetts
$330K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$328K – – –
JCM
53
Jacobi Capital Management
Pennsylvania
$325K +$5.45K +522 +2%
CAN
54
Claraphi Advisory Network
United States
$307K – – –
KTA
55
Keeley-Teton Advisors
Illinois
$292K +$5.29K +507 +2%
APA
56
American Portfolios Advisors
New York
$291K – – –
IA
57
IFP Advisors
Florida
$286K +$254K +24,326 New
TLCM
58
Twin Lakes Capital Management
California
$285K +$6.07K +581 +2%
EH
59
Equitable Holdings
New York
$284K +$46.6K +4,464 +19%
OFG
60
OTA Financial Group
New York
$284K +$291K +27,899 New
CA
61
Cornerstone Advisory
Maryland
$276K -$52K -4,978 -16%
DADC
62
D.A. Davidson & Co
Montana
$275K – – –
NA
63
NewEdge Advisors
Louisiana
$260K +$40.7K +3,900 +18%
EVM
64
Eaton Vance Management
Massachusetts
$246K -$20K -1,915 -7%
JIC
65
Johnson Investment Counsel
Ohio
$241K – – –
BJL
66
Brighton Jones LLC
Washington
$241K +$5.25K +503 +2%
WWM
67
Western Wealth Management
Colorado
$238K +$122K +11,659 +100%
D
68
Diversified
Delaware
$237K +$2.07K +198 +0.9%
KWM
69
Kingsview Wealth Management
Oregon
$235K -$334 -32 -0.1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$221K -$887 -85 -0.4%
RIA
71
Regal Investment Advisors
Michigan
$216K – – –
GG
72
Gofen & Glossberg
Illinois
$213K +$219K +21,000 New
ASN
73
Advisory Services Network
Georgia
$211K +$1.29K +124 +0.6%
Truist Financial
74
Truist Financial
North Carolina
$198K +$2.14K +205 +1%
CB
75
Commerce Bank
Missouri
$185K – – –
1 2
3
4 5

ETW Hedge Fund Activity: Q1 2022 in Review

125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2022, worth a combined $205M — down 5.9% from $218M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ETW and 17 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 55 added.

The largest buyer was Bank of America, adding an estimated $2.42M. The largest seller was CoreCap Advisors, exiting entirely with an estimated $3.95M sold.

  • 125 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2022, down from 127 in Q4 2021.
  • Funds reported $205M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2022 was Bank of America, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2022 was CoreCap Advisors, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2022.