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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

125 hedge funds and large institutions have $205M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

0.91% more ownership

Funds ownership: 17.83%18.74% (+0.91%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 127125 (-2)

6% less capital invested

Capital invested by funds: $218M → $205M (-$12.8M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
55
Reduced
23
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$69K
RG
102
Retirement Group
California
$61K
CWC
103
Carolinas Wealth Consulting
North Carolina
$41K
FPS
104
Fieldpoint Private Securities
Connecticut
$34K
WAM
105
Worth Asset Management
Texas
$33K +$42K +4,020 New
BFEC
106
Benjamin F. Edwards & Company
Missouri
$30K
TPCW
107
TD Private Client Wealth
New York
$27.8K +$4.33K +415 +18%
SWA
108
SOA Wealth Advisors
New York
$22K +$198 +19 +0.9%
GWSG
109
GPS Wealth Strategies Group
Colorado
$21K +$21.5K +2,060 New
Bessemer Group
110
Bessemer Group
New Jersey
$20K
BAM
111
Bellevue Asset Management
Washington
$15K -$7.06K -676 -31%
PSB
112
Piscataqua Savings Bank
New Hampshire
$15K
S
113
SignatureFD
Georgia
$15K +$324 +31 +2%
CA
114
Clearstead Advisors
Ohio
$12K
MCC
115
Money Concepts Capital
Florida
$10K +$10K +960 New
FWM
116
Focused Wealth Management
New York
$8K
SSC
117
Syverson Strege & Co
Iowa
$8K +$177 +17 +2%
HNB
118
Huntington National Bank
Ohio
$7K
GWM
119
Geneos Wealth Management
Colorado
$7K +$10 +1 +0.1%
T
120
TCWP
Ohio
$7K +$7.83K +750 New
KFI
121
Key Financial Inc
Pennsylvania
$5K
TC
122
Trust Company
Kansas
$5K
PCG
123
Private Capital Group
Connecticut
$3K
GWMIA
124
Global Wealth Management Investment Advisory
Florida
$2K
AF
125
Allworth Financial
California
$2K +$21 +2 +1%

ETW Hedge Fund Activity: Q1 2022 in Review

125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2022, worth a combined $205M — down 5.9% from $218M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ETW and 17 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 55 added.

The largest buyer was Bank of America, adding an estimated $2.42M. The largest seller was CoreCap Advisors, exiting entirely with an estimated $3.95M sold.

  • 125 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2022, down from 127 in Q4 2021.
  • Funds reported $205M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2022 was Bank of America, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2022 was CoreCap Advisors, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2022.