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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

133 hedge funds and large institutions have $165M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

0.97% more ownership

Funds ownership: 19.49%20.46% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 141133 (-8)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

45% less capital invested

Capital invested by funds: $301M → $165M (-$136M)

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Axxcess Wealth Management
California
$165K
LI
77
LVZ Inc
Michigan
$163K +$112 +14 +0.1%
ASN
78
Advisory Services Network
Georgia
$150K -$6.15K -767 -4%
SIAS
79
Summit Investment Advisory Services
Minnesota
$147K +$3.11K +388 +2%
CB
80
Commerce Bank
Missouri
$146K
KWM
81
Kingsview Wealth Management
Oregon
$145K -$40.3K -5,032 -22%
DC
82
Davenport & Co
Virginia
$144K
LMKC
83
L.M. Kohn & Company
Ohio
$143K
SWA
84
Stratos Wealth Advisors
Ohio
$137K
TSS
85
Two Sigma Securities
New York
$137K +$136K +16,951 New
SFS
86
Sowell Financial Services
Arkansas
$134K +$133K +16,541 New
WMA
87
West Michigan Advisors
Michigan
$128K
VF
88
Virtu Financial
New York
$128K -$106K -13,175 -45%
AWA
89
Arete Wealth Advisors
Illinois
$122K -$23.5K -2,931 -16%
FA
90
Financial Alternatives
California
$122K
Walleye Capital
91
Walleye Capital
New York
$119K -$4.26K -531 -3%
WMS
92
Wealth Management Solutions
Pennsylvania
$111K +$15.9K +1,983 +17%
VWA
93
V Wealth Advisors
Kansas
$108K -$1.8K -224 -2%
KPWS
94
Kestra Private Wealth Services
Texas
$104K +$1.96K +244 +2%
GWSG
95
GPS Wealth Strategies Group
Colorado
$97.1K +$96.3K +12,019 New
MML Investors Services
96
MML Investors Services
Massachusetts
$96K -$20.5K -2,563 -18%
CA
97
Cetera Advisors
Colorado
$93.1K -$31.5K -3,930 -25%
CG
98
CFO4Life Group
Texas
$92.3K +$2.6K +324 +3%
AAS
99
Ameritas Advisory Services
Nebraska
$89.2K -$82.8K -10,324 -48%
IWC
100
Integrated Wealth Concepts
Massachusetts
$89K +$88.4K +11,029 New

ETW Hedge Fund Activity: Q1 2023 in Review

133 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2023, worth a combined $165M — down 45% from $301M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ETW and 12 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 53 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.88M. The largest seller was Raymond James & Associates, cutting an estimated $826K.

  • 133 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2023, down from 141 in Q4 2022.
  • Funds reported $165M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2023, down 45% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2023 and 17 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $4.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2023 was Raymond James & Associates, an estimated $826K sold.

Based on aggregated 13F filings for Q1 2023.