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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

129 hedge funds and large institutions have $149M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

4% more funds holding

Funds holding: 124129 (+5)

1.35% less ownership

Funds ownership: 19.66%18.31% (-1.4%)

15% less capital invested

Capital invested by funds: $175M → $149M (-$26M)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$260K +$7.54K +861 +3%
RIL
52
Rothschild Investment LLC
Illinois
$259K
SPIA
53
Steward Partners Investment Advisory
New York
$252K
BRWA
54
B. Riley Wealth Advisors
Florida
$248K +$30.3K +3,457 +12%
OC
55
Oppenheimer & Co
New York
$240K +$709 +81 +0.3%
HighTower Advisors
56
HighTower Advisors
Illinois
$237K +$35.5K +4,053 +15%
KTA
57
Keeley-Teton Advisors
Illinois
$226K +$5.54K +633 +2%
JCM
58
Jacobi Capital Management
Pennsylvania
$224K -$20.6K -2,355 -7%
TLCM
59
Twin Lakes Capital Management
California
$220K +$254K +29,066 New
AWS
60
Atria Wealth Solutions
New York
$220K +$254K +29,011 New
EH
61
Equitable Holdings
New York
$214K +$595 +68 +0.2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$209K +$16.1K +1,840 +7%
DADC
63
D.A. Davidson & Co
Montana
$204K
BJL
64
Brighton Jones LLC
Washington
$188K +$5.48K +626 +3%
JIC
65
Johnson Investment Counsel
Ohio
$179K
D
66
Diversified
Delaware
$178K +$1.46K +167 +0.7%
WWM
67
Western Wealth Management
Colorado
$176K
KWM
68
Kingsview Wealth Management
Oregon
$174K
CA
69
Cornerstone Advisory
Maryland
$168K +$245 +28 +0.1%
GG
70
Gofen & Glossberg
Illinois
$160K
RIA
71
Regal Investment Advisors
Michigan
$160K
APA
72
American Portfolios Advisors
New York
$157K -$63.9K -7,300 -26%
ASN
73
Advisory Services Network
Georgia
$155K +$1.36K +155 +0.8%
Truist Financial
74
Truist Financial
North Carolina
$152K -$578 -66 -0.3%
QCIG
75
Quad-Cities Investment Group
Iowa
$139K +$3.76K +429 +2%

ETW Hedge Fund Activity: Q3 2022 in Review

129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2022, worth a combined $149M — down 15% from $175M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETW positions and 11 closed out — a net gain of 7 holders — while 46 added to existing stakes and 30 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.94M. The largest seller was Bank of America, cutting an estimated $7.79M.

  • 129 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2022, up from 124 in Q2 2022.
  • Funds reported $149M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2022, down 15% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2022 and 11 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2022 was Commonwealth Equity Services, an estimated $1.94M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2022 was Bank of America, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2022.