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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

124 hedge funds and large institutions have $175M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

0.92% more ownership

Funds ownership: 18.74%19.66% (+0.92%)

1% less funds holding

Funds holding: 125124 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

15% less capital invested

Capital invested by funds: $205M → $175M (-$30.3M)

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$286K
RIL
52
Rothschild Investment LLC
Illinois
$284K -$2.24K -250 -0.7%
KC
53
Kingfisher Capital
North Carolina
$283K +$7.24K +807 +2%
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$278K +$2.06K +230 +0.7%
SPIA
55
Steward Partners Investment Advisory
New York
$277K +$10.8K +1,200 +4%
NA
56
NewEdge Advisors
Louisiana
$277K +$70K +7,810 +31%
JCM
57
Jacobi Capital Management
Pennsylvania
$265K -$242 -27 -0.1%
CA
58
Claro Advisors
Massachusetts
$264K +$19.5K +2,177 +7%
OC
59
Oppenheimer & Co
New York
$263K -$26.7K -2,973 -9%
BRWA
60
B. Riley Wealth Advisors
Florida
$244K -$57.3K -6,385 -18%
KTA
61
Keeley-Teton Advisors
Illinois
$243K +$5.34K +596 +2%
EH
62
Equitable Holdings
New York
$234K +$3.24K +361 +1%
APA
63
American Portfolios Advisors
New York
$233K -$4.48K -500 -2%
HighTower Advisors
64
HighTower Advisors
Illinois
$226K -$248K -27,695 -50%
DADC
65
D.A. Davidson & Co
Montana
$224K
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$215K +$37.4K +4,175 +19%
BJL
67
Brighton Jones LLC
Washington
$201K +$5.29K +590 +2%
JIC
68
Johnson Investment Counsel
Ohio
$196K
WWM
69
Western Wealth Management
Colorado
$194K
D
70
Diversified
Delaware
$194K +$1.16K +129 +0.6%
KWM
71
Kingsview Wealth Management
Oregon
$191K -$565 -63 -0.3%
CA
72
Cornerstone Advisory
Maryland
$184K -$44.6K -4,974 -18%
RIA
73
Regal Investment Advisors
Michigan
$176K
GG
74
Gofen & Glossberg
Illinois
$174K
ASN
75
Advisory Services Network
Georgia
$169K -$2.94K -328 -2%

ETW Hedge Fund Activity: Q2 2022 in Review

124 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2022, worth a combined $175M — down 15% from $205M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ETW and 14 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 50 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.66M. The largest seller was Bank of America, cutting an estimated $2.13M.

  • 124 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2022, down from 125 in Q1 2022.
  • Funds reported $175M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2022 and 15 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2022 was Shaker Financial Services, an estimated $2.66M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2022 was Bank of America, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.