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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

135 hedge funds and large institutions have $199M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $165M → $199M (+$33.3M)

2.02% more ownership

Funds ownership: 20.46%22.48% (+2%)

2% more funds holding

Funds holding: 133135 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
53
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Cornerstone Advisory
Maryland
$183K +$211 +26 +0.1%
RIA
77
Regal Investment Advisors
Michigan
$172K -$2.07K -255 -1%
CCG
78
Capital CS Group
California
$167K -$49.1K -6,046 -23%
EC
79
Elequin Capital
New York
$155K -$93.5K -11,519 -38%
ASN
80
Advisory Services Network
Georgia
$153K +$893 +110 +0.6%
SIAS
81
Summit Investment Advisory Services
Minnesota
$153K +$3.19K +393 +2%
LMKC
82
L.M. Kohn & Company
Ohio
$152K +$6.45K +795 +4%
LI
83
LVZ Inc
Michigan
$150K -$16K -1,974 -10%
CB
84
Commerce Bank
Missouri
$149K
KWM
85
Kingsview Wealth Management
Oregon
$147K -$203 -25 -0.1%
DC
86
Davenport & Co
Virginia
$146K
SWA
87
Stratos Wealth Advisors
Ohio
$140K
CWP
88
Cyndeo Wealth Partners
Florida
$140K +$138K +17,000 New
SC
89
Sykon Capital
New York
$136K +$134K +16,500 New
WMS
90
Wealth Management Solutions
Pennsylvania
$136K +$22.8K +2,813 +21%
OP
91
ORG Partners
Indiana
$128K +$126K +15,557 New
FA
92
Financial Alternatives
California
$124K
AWA
93
Arete Wealth Advisors
Illinois
$121K -$3.21K -395 -3%
MML Investors Services
94
MML Investors Services
Massachusetts
$118K +$20.5K +2,520 +21%
VWA
95
V Wealth Advisors
Kansas
$111K +$617 +76 +0.6%
KPWS
96
Kestra Private Wealth Services
Texas
$107K +$2K +246 +2%
KAS
97
Kestra Advisory Services
Texas
$99.1K +$97.8K +12,053 New
SI
98
Stephens Inc
Arkansas
$98.9K +$97.7K +12,032 New
CG
99
CFO4Life Group
Texas
$95.9K +$2K +246 +2%
CA
100
Cetera Advisors
Colorado
$94.7K

ETW Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2023, worth a combined $199M — up 20% from $165M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 10 closed out — a net gain of 3 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.88M. The largest seller was Shaker Financial Services, cutting an estimated $2.3M.

  • 135 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2023, up from 133 in Q1 2023.
  • Funds reported $199M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2023, up 20% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2023 and 10 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2023 was Shaker Financial Services, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2023.