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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

129 hedge funds and large institutions have $149M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

4% more funds holding

Funds holding: 124129 (+5)

1.35% less ownership

Funds ownership: 19.66%18.31% (-1.4%)

15% less capital invested

Capital invested by funds: $175M → $149M (-$26M)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
76
Commerce Bank
Missouri
$137K
DC
77
Davenport & Co
Virginia
$135K
LMKC
78
L.M. Kohn & Company
Ohio
$134K
SFS
79
Shaker Financial Services
Virginia
$133K -$2.44M -278,960 -94%
AWA
80
Arete Wealth Advisors
Illinois
$129K +$149K +17,077 New
WMA
81
West Michigan Advisors
Michigan
$121K
VF
82
Virtu Financial
New York
$119K +$138K +15,783 New
HF
83
HRT Financial
New York
$118K +$137K +15,706 New
CA
84
Cetera Advisors
Colorado
$117K -$4.73K -540 -3%
RPCA
85
Running Point Capital Advisors
California
$114K
MML Investors Services
86
MML Investors Services
Massachusetts
$105K +$122K +13,890 New
VWA
87
V Wealth Advisors
Kansas
$103K +$770 +88 +0.7%
PFO
88
Pathstone Family Office
New Jersey
$103K +$119K +13,550 New
HIA
89
Harbor Investment Advisory
Maryland
$98K
KPWS
90
Kestra Private Wealth Services
Texas
$93K +$2.39K +273 +2%
WMS
91
Wealth Management Solutions
Pennsylvania
$88K +$385 +44 +0.4%
WS
92
Wedbush Securities
California
$87K
EWM
93
Edge Wealth Management
New York
$85K
ACM
94
Ategra Capital Management
Virginia
$84.6K
CG
95
CFO4Life Group
Texas
$83K -$12K -1,372 -11%
NW
96
NewEdge Wealth
Pennsylvania
$83K +$96.4K +11,013 New
VAS
97
Vestmark Advisory Solutions
Massachusetts
$83K +$96.4K +11,013 New
DA
98
Detalus Advisors
Missouri
$81K +$6.43K +735 +7%
EVM
99
Eaton Vance Management
Massachusetts
$80K
Jane Street
100
Jane Street
New York
$80K +$93K +10,627 New

ETW Hedge Fund Activity: Q3 2022 in Review

129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2022, worth a combined $149M — down 15% from $175M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETW positions and 11 closed out — a net gain of 7 holders — while 46 added to existing stakes and 30 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.94M. The largest seller was Bank of America, cutting an estimated $7.79M.

  • 129 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2022, up from 124 in Q2 2022.
  • Funds reported $149M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2022, down 15% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2022 and 11 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2022 was Commonwealth Equity Services, an estimated $1.94M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2022 was Bank of America, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2022.