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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

124 hedge funds and large institutions have $175M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

0.92% more ownership

Funds ownership: 18.74%19.66% (+0.92%)

1% less funds holding

Funds holding: 125124 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

15% less capital invested

Capital invested by funds: $205M → $175M (-$30.3M)

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$167K +$7.3K +814 +4%
CB
77
Commerce Bank
Missouri
$151K
QCIG
78
Quad-Cities Investment Group
Iowa
$149K +$3.5K +390 +2%
DC
79
Davenport & Co
Virginia
$148K
LMKC
80
L.M. Kohn & Company
Ohio
$148K +$1.91K +213 +1%
CA
81
Cetera Advisors
Colorado
$133K
WMA
82
West Michigan Advisors
Michigan
$132K
RPCA
83
Running Point Capital Advisors
California
$125K
VWA
84
V Wealth Advisors
Kansas
$112K +$718 +80 +0.6%
HIA
85
Harbor Investment Advisory
Maryland
$107K
CG
86
CFO4Life Group
Texas
$105K +$2.68K +299 +2%
KPWS
87
Kestra Private Wealth Services
Texas
$100K +$2.31K +257 +2%
WMS
88
Wealth Management Solutions
Pennsylvania
$97K -$8.91K -993 -8%
WS
89
Wedbush Securities
California
$95K
ACM
90
Ategra Capital Management
Virginia
$92.9K
EWM
91
Edge Wealth Management
New York
$91K
EVM
92
Eaton Vance Management
Massachusetts
$88K -$122K -13,550 -56%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$87K -$431 -48 -0.5%
SI
94
Stephens Inc
Arkansas
$86K -$628 -70 -0.7%
DA
95
Detalus Advisors
Missouri
$83K +$89.8K +10,015 New
GWSG
96
GPS Wealth Strategies Group
Colorado
$71K +$57.7K +6,433 +312%
EIP
97
Ellis Investment Partners
Pennsylvania
$63K +$1.67K +186 +2%
PTC
98
Private Trust Company
Ohio
$60K +$64.6K +7,200 New
RG
99
Retirement Group
California
$50K
CA
100
CoreCap Advisors
Michigan
$45K +$48K +5,355 New

ETW Hedge Fund Activity: Q2 2022 in Review

124 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2022, worth a combined $175M — down 15% from $205M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ETW and 14 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 50 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.66M. The largest seller was Bank of America, cutting an estimated $2.13M.

  • 124 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2022, down from 125 in Q1 2022.
  • Funds reported $175M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2022 and 15 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2022 was Shaker Financial Services, an estimated $2.66M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2022 was Bank of America, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.