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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

124 hedge funds and large institutions have $175M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

0.92% more ownership

Funds ownership: 18.74%19.66% (+0.92%)

1% less funds holding

Funds holding: 125124 (-1)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

15% less capital invested

Capital invested by funds: $205M → $175M (-$30.3M)

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$37K -$20.6K -2,300 -34%
CWC
102
Carolinas Wealth Consulting
North Carolina
$33K
FPS
103
Fieldpoint Private Securities
Connecticut
$27K
BFEC
104
Benjamin F. Edwards & Company
Missouri
$24K
SWA
105
SOA Wealth Advisors
New York
$18K +$197 +22 +1%
TPCW
106
TD Private Client Wealth
New York
$16.8K -$6.37K -710 -26%
SWM
107
SeaCrest Wealth Management
New York
$15K +$16.1K +1,790 New
GWM
108
Geneos Wealth Management
Colorado
$14K +$8.97K +1,000 +131%
S
109
SignatureFD
Georgia
$13K +$314 +35 +2%
BAM
110
Bellevue Asset Management
Washington
$12K
CA
111
Clearstead Advisors
Ohio
$10K
FWM
112
Focused Wealth Management
New York
$7K
SSC
113
Syverson Strege & Co
Iowa
$7K +$179 +20 +2%
HNB
114
Huntington National Bank
Ohio
$6K
AF
115
Allworth Financial
California
$6K +$4.51K +503 +273%
WWMSC
116
Wagner Wealth Management (South Carolina)
South Carolina
$6K +$5.97K +666 New
HWMA
117
Heritage Wealth Management (Arizona)
Arizona
$4.62K +$4.99K +556 New
KFI
118
Key Financial Inc
Pennsylvania
$4K
TC
119
Trust Company
Kansas
$4K
PCG
120
Private Capital Group
Connecticut
$3K
GWMIA
121
Global Wealth Management Investment Advisory
Florida
$2K
HI
122
Harbour Investments
Wisconsin
$2K +$2.47K +275 New
IAIM
123
International Assets Investment Management
Florida
$533 +$66.2K +7,384 +13%
TLCM
124
Twin Lakes Capital Management
California
-$285K -27,900 Closed
OFG
125
OTA Financial Group
New York
-$284K -27,899 Closed

ETW Hedge Fund Activity: Q2 2022 in Review

124 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2022, worth a combined $175M — down 15% from $205M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ETW and 14 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 50 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $2.66M. The largest seller was Bank of America, cutting an estimated $2.13M.

  • 124 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2022, down from 125 in Q1 2022.
  • Funds reported $175M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2022 and 15 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2022 was Shaker Financial Services, an estimated $2.66M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2022 was Bank of America, an estimated $2.13M sold.

Based on aggregated 13F filings for Q2 2022.