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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

133 hedge funds and large institutions have $165M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

0.97% more ownership

Funds ownership: 19.49%20.46% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 141133 (-8)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

45% less capital invested

Capital invested by funds: $301M → $165M (-$136M)

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Doliver Advisors
Texas
$310K
SPIA
52
Steward Partners Investment Advisory
New York
$292K +$25.1K +3,128 +9%
NA
53
NewEdge Advisors
Louisiana
$291K -$7.21K -900 -2%
BRWA
54
B. Riley Wealth Advisors
Florida
$288K -$64K -7,980 -18%
KC
55
Kingfisher Capital
North Carolina
$288K +$5.07K +632 +2%
SBIA
56
Sheaff Brock Investment Advisors
Indiana
$278K +$80 +10 +0%
RIL
57
Rothschild Investment LLC
Illinois
$277K
OC
58
Oppenheimer & Co
New York
$269K +$3.81K +475 +1%
Corient Private Wealth
59
Corient Private Wealth
Florida
$258K +$85K +10,605 +50%
KTA
60
Keeley-Teton Advisors
Illinois
$250K +$4.54K +566 +2%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$247K -$177K -22,113 -42%
TLCM
62
Twin Lakes Capital Management
California
$246K +$5.22K +651 +2%
EC
63
Elequin Capital
New York
$246K -$390K -48,609 -62%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$240K -$153K -19,145 -39%
AWS
65
Atria Wealth Solutions
New York
$239K +$28.1K +3,508 +13%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$236K +$10.3K +1,284 +5%
JCM
67
Jacobi Capital Management
Pennsylvania
$233K +$24 +3 +0%
EH
68
Equitable Holdings
New York
$229K +$481 +60 +0.2%
CCG
69
Capital CS Group
California
$213K -$103K -12,849 -33%
SWP
70
Stratos Wealth Partners
Ohio
$209K -$50.3K -6,276 -20%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$199K +$513 +64 +0.3%
D
72
Diversified
Delaware
$193K +$1.21K +151 +0.6%
CA
73
Cornerstone Advisory
Maryland
$179K +$208 +26 +0.1%
RIA
74
Regal Investment Advisors
Michigan
$171K
DWM
75
Dakota Wealth Management
Florida
$171K +$31K +3,865 +22%

ETW Hedge Fund Activity: Q1 2023 in Review

133 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2023, worth a combined $165M — down 45% from $301M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ETW and 12 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 53 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.88M. The largest seller was Raymond James & Associates, cutting an estimated $826K.

  • 133 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2023, down from 141 in Q4 2022.
  • Funds reported $165M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2023, down 45% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2023 and 17 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $4.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2023 was Raymond James & Associates, an estimated $826K sold.

Based on aggregated 13F filings for Q1 2023.