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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

135 hedge funds and large institutions have $199M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $165M → $199M (+$33.3M)

2.02% more ownership

Funds ownership: 20.46%22.48% (+2%)

2% more funds holding

Funds holding: 133135 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
53
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Avory & Company
Florida
$379K
AFG
52
Atomi Financial Group
New York
$374K -$7.9K -973 -2%
CP
53
Camelot Portfolios
Ohio
$373K +$368K +45,400 New
Creative Planning
54
Creative Planning
Kansas
$365K -$13.8K -1,697 -4%
NAS
55
NWF Advisory Services
California
$327K
NA
56
NewEdge Advisors
Louisiana
$325K +$25.2K +3,100 +9%
OC
57
Oppenheimer & Co
New York
$311K +$36.8K +4,528 +14%
SPIA
58
Steward Partners Investment Advisory
New York
$297K
DA
59
Doliver Advisors
Texas
$296K -$18.7K -2,300 -6%
PIWA
60
Prevail Innovative Wealth Advisors
Kansas
$293K +$289K +35,589 New
KC
61
Kingfisher Capital
North Carolina
$291K -$2.14K -264 -0.7%
BRWA
62
B. Riley Wealth Advisors
Florida
$284K -$9.51K -1,171 -3%
Walleye Capital
63
Walleye Capital
New York
$283K +$161K +19,793 +135%
SBIA
64
Sheaff Brock Investment Advisors
Indiana
$282K
RIL
65
Rothschild Investment LLC
Illinois
$281K
AWS
66
Atria Wealth Solutions
New York
$269K +$26.2K +3,228 +11%
KTA
67
Keeley-Teton Advisors
Illinois
$259K +$4.62K +569 +2%
TLCM
68
Twin Lakes Capital Management
California
$256K +$5.36K +660 +2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$251K -$584 -72 -0.2%
HighTower Advisors
70
HighTower Advisors
Illinois
$248K -$101K -12,400 -29%
JCM
71
Jacobi Capital Management
Pennsylvania
$240K +$3.06K +377 +1%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$229K -$10.8K -1,325 -5%
EH
73
Equitable Holdings
New York
$227K -$6K -739 -3%
SWP
74
Stratos Wealth Partners
Ohio
$222K +$8.61K +1,061 +4%
D
75
Diversified
Delaware
$198K +$1.25K +154 +0.6%

ETW Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2023, worth a combined $199M — up 20% from $165M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 10 closed out — a net gain of 3 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.88M. The largest seller was Shaker Financial Services, cutting an estimated $2.3M.

  • 135 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2023, up from 133 in Q1 2023.
  • Funds reported $199M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2023, up 20% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2023 and 10 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2023 was Shaker Financial Services, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2023.