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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

145 hedge funds and large institutions have $196M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

7% more funds holding

Funds holding: 135145 (+10)

1.4% more ownership

Funds ownership: 22.48%23.88% (+1.4%)

1% less capital invested

Capital invested by funds: $199M → $196M (-$2.4M)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
53
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$398K -$37.5K -4,675 -8%
Walleye Capital
52
Walleye Capital
New York
$390K +$133K +16,577 +48%
CWM
53
Centurion Wealth Management
Virginia
$387K +$407K +50,624 New
SWM
54
Spire Wealth Management
Virginia
$387K +$407K +50,624 New
DWM
55
Dakota Wealth Management
Florida
$384K +$29.1K +3,625 +8%
JWCA
56
J.W. Cole Advisors
Florida
$356K -$28.5K -3,549 -7%
AC
57
Avory & Company
Florida
$352K
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$345K +$362K +45,100 New
AFG
59
Atomi Financial Group
New York
$338K -$9.99K -1,244 -3%
CAC
60
Certified Advisory Corp
Florida
$332K -$135K -16,863 -28%
Creative Planning
61
Creative Planning
Kansas
$326K -$13.9K -1,728 -4%
NAS
62
NWF Advisory Services
California
$303K -$1.2K -149 -0.4%
OC
63
Oppenheimer & Co
New York
$288K -$1.37K -171 -0.5%
EC
64
Elequin Capital
New York
$284K +$147K +18,333 +97%
HighTower Advisors
65
HighTower Advisors
Illinois
$283K +$56.1K +6,986 +23%
SPIA
66
Steward Partners Investment Advisory
New York
$276K
DA
67
Doliver Advisors
Texas
$275K
SBIA
68
Sheaff Brock Investment Advisors
Indiana
$263K
RIL
69
Rothschild Investment LLC
Illinois
$259K -$2.41K -300 -0.9%
KC
70
Kingfisher Capital
North Carolina
$252K -$19.1K -2,382 -7%
KTA
71
Keeley-Teton Advisors
Illinois
$246K +$4.78K +595 +2%
NA
72
NewEdge Advisors
Louisiana
$241K -$63.4K -7,900 -20%
TLCM
73
Twin Lakes Capital Management
California
$241K +$3.55K +442 +1%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$240K +$6.85K +853 +3%
BRWA
75
B. Riley Wealth Advisors
Florida
$237K -$28.3K -3,525 -10%

ETW Hedge Fund Activity: Q3 2023 in Review

145 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2023, worth a combined $196M — down 1.2% from $199M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.17M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.82M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2023, up from 135 in Q2 2023.
  • Funds reported $196M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $4.17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2023 was Commonwealth Equity Services, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2023.