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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

141 hedge funds and large institutions have $301M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $149M → $301M (+$152M)

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

9% more funds holding

Funds holding: 129 → 141 (+12)

1.18% more ownership

Funds ownership: 18.31% → 19.49% (+1.2%)

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
47
Reduced
33
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$4.07M
2
KIM
Karpus Investment Management
New York
+$2.73M
3
WAM
Wolverine Asset Management
Illinois
+$2.03M
4
Truist Financial
Truist Financial
North Carolina
+$1.11M
5
GC
Guggenheim Capital
Illinois
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
UIC
Uniplan Investment Counsel
Wisconsin
-$2.88M
2
Bank of America
Bank of America
North Carolina
-$2.07M
3
Stifel Financial
Stifel Financial
Missouri
-$854K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$661K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$660K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$178K -$130 -16 -0.1%
JP Morgan Chase
77
JP Morgan Chase
New York
$176K +$184K +22,624 New
CA
78
Cornerstone Advisory
Maryland
$172K +$236 +29 +0.1%
AAS
79
Ameritas Advisory Services
Nebraska
$166K +$174K +21,364 New
Corient Private Wealth
80
Corient Private Wealth
Florida
$165K +$173K +21,300 New
RIA
81
Regal Investment Advisors
Michigan
$164K – – –
GG
82
Gofen & Glossberg
Illinois
$163K – – –
AWM
83
Axxcess Wealth Management
California
$159K +$166K +20,440 New
LI
84
LVZ Inc
Michigan
$157K +$164K +20,200 New
ASN
85
Advisory Services Network
Georgia
$150K -$9.9K -1,218 -6%
CB
86
Commerce Bank
Missouri
$141K – – –
SIAS
87
Summit Investment Advisory Services
Minnesota
$138K +$145K +17,799 New
DC
88
Davenport & Co
Virginia
$138K – – –
LMKC
89
L.M. Kohn & Company
Ohio
$138K – – –
DWM
90
Dakota Wealth Management
Florida
$134K +$140K +17,255 New
SWA
91
Stratos Wealth Advisors
Ohio
$132K +$138K +17,000 New
Jane Street
92
Jane Street
New York
$128K +$48K +5,904 +56%
WMA
93
West Michigan Advisors
Michigan
$123K – – –
CA
94
Cetera Advisors
Colorado
$120K – – –
Walleye Capital
95
Walleye Capital
New York
$118K +$124K +15,201 New
FA
96
Financial Alternatives
California
$117K +$123K +15,091 New
RPCA
97
Running Point Capital Advisors
California
$116K – – –
MML Investors Services
98
MML Investors Services
Massachusetts
$112K +$4.03K +496 +4%
VWA
99
V Wealth Advisors
Kansas
$106K +$651 +80 +0.6%
PFO
100
Pathstone Family Office
New Jersey
$105K – – –
2 3
4
5 6

ETW Hedge Fund Activity: Q4 2022 in Review

141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2022, worth a combined $301M — up 102% from $149M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ETW positions and 21 closed out — a net gain of 14 holders — while 47 added to existing stakes and 33 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $4.07M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $2.88M sold.

  • 141 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $301M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2022, up 102% quarter-over-quarter.
  • 35 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2022 and 21 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $4.07M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2022 was Uniplan Investment Counsel, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2022.