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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

125 hedge funds and large institutions have $205M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

0.91% more ownership

Funds ownership: 17.83%18.74% (+0.91%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 127125 (-2)

6% less capital invested

Capital invested by funds: $218M → $205M (-$12.8M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
55
Reduced
23
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
76
Davenport & Co
Virginia
$182K
QCIG
77
Quad-Cities Investment Group
Iowa
$179K +$3.55K +340 +2%
LMKC
78
L.M. Kohn & Company
Ohio
$179K +$183K +17,530 New
HF
79
HRT Financial
New York
$173K +$178K +17,011 New
CA
80
Cetera Advisors
Colorado
$163K +$6.49K +622 +4%
WMA
81
West Michigan Advisors
Michigan
$162K +$31.3K +3,000 +23%
FLPIM
82
F.L. Putnam Investment Management
Massachusetts
$153K
RPCA
83
Running Point Capital Advisors
California
$153K +$157K +15,000 New
UCFA
84
United Capital Financial Advisors
Texas
$142K -$5.22K -500 -3%
VWA
85
V Wealth Advisors
Kansas
$137K +$710 +68 +0.5%
HIA
86
Harbor Investment Advisory
Maryland
$132K +$21.6K +2,072 +19%
WMS
87
Wealth Management Solutions
Pennsylvania
$129K +$585 +56 +0.4%
HWAM
88
Hennion & Walsh Asset Management
New Jersey
$126K -$10.6K -1,020 -8%
CG
89
CFO4Life Group
Texas
$122K +$2.6K +249 +2%
KPWS
90
Kestra Private Wealth Services
Texas
$120K +$2.29K +219 +2%
Millennium Management
91
Millennium Management
New York
$118K +$120K +11,520 New
WS
92
Wedbush Securities
California
$117K
ACM
93
Ategra Capital Management
Virginia
$114K
EWM
94
Edge Wealth Management
New York
$112K
AWS
95
Atria Wealth Solutions
New York
$112K +$115K +11,025 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$107K -$20.7K -1,985 -16%
SI
97
Stephens Inc
Arkansas
$107K
Goldman Sachs
98
Goldman Sachs
New York
$106K +$108K +10,365 New
ECM
99
ExodusPoint Capital Management
New York
$103K +$106K +10,125 New
EIP
100
Ellis Investment Partners
Pennsylvania
$76K +$1.66K +159 +2%

ETW Hedge Fund Activity: Q1 2022 in Review

125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2022, worth a combined $205M — down 5.9% from $218M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ETW and 17 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 55 added.

The largest buyer was Bank of America, adding an estimated $2.42M. The largest seller was CoreCap Advisors, exiting entirely with an estimated $3.95M sold.

  • 125 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2022, down from 127 in Q4 2021.
  • Funds reported $205M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2022 was Bank of America, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2022 was CoreCap Advisors, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2022.