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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

129 hedge funds and large institutions have $149M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

4% more funds holding

Funds holding: 124129 (+5)

1.35% less ownership

Funds ownership: 19.66%18.31% (-1.4%)

15% less capital invested

Capital invested by funds: $175M → $149M (-$26M)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
101
Stephens Inc
Arkansas
$79K +$683 +78 +0.8%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$64K -$17.5K -2,000 -19%
GWSG
103
GPS Wealth Strategies Group
Colorado
$64K
EIP
104
Ellis Investment Partners
Pennsylvania
$59K +$1.74K +199 +3%
PTC
105
Private Trust Company
Ohio
$55K
US Bancorp
106
US Bancorp
Minnesota
$34K
TPCW
107
TD Private Client Wealth
New York
$30.4K +$17.5K +2,004 +99%
CWC
108
Carolinas Wealth Consulting
North Carolina
$30K
BFEC
109
Benjamin F. Edwards & Company
Missouri
$22K
HGERS
110
Householder Group Estate & Retirement Specialist
Arizona
$21K +$25.1K +2,867 New
VWM
111
Venturi Wealth Management
Texas
$20K +$22.8K +2,600 New
SWA
112
SOA Wealth Advisors
New York
$16K +$210 +24 +1%
BAM
113
Bellevue Asset Management
Washington
$12K
S
114
SignatureFD
Georgia
$12K +$341 +39 +3%
CA
115
Clearstead Advisors
Ohio
$9K
FWM
116
Focused Wealth Management
New York
$6K
SSC
117
Syverson Strege & Co
Iowa
$6K +$184 +21 +3%
HNB
118
Huntington National Bank
Ohio
$5K
WWMSC
119
Wagner Wealth Management (South Carolina)
South Carolina
$5K
AF
120
Allworth Financial
California
$5K +$44 +5 +0.7%
SSG
121
Summit Securities Group
New York
$5K +$5.25K +600 New
KFI
122
Key Financial Inc
Pennsylvania
$4K
TC
123
Trust Company
Kansas
$4K
PCA
124
Providence Capital Advisors
North Carolina
$4K +$4.38K +500 New
MAM
125
Meeder Asset Management
Ohio
$4K +$4.94K +564 New

ETW Hedge Fund Activity: Q3 2022 in Review

129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2022, worth a combined $149M — down 15% from $175M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ETW positions and 11 closed out — a net gain of 7 holders — while 46 added to existing stakes and 30 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.94M. The largest seller was Bank of America, cutting an estimated $7.79M.

  • 129 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2022, up from 124 in Q2 2022.
  • Funds reported $149M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2022, down 15% quarter-over-quarter.
  • 18 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2022 and 11 closed out, a net change of +7 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2022 was Commonwealth Equity Services, an estimated $1.94M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2022 was Bank of America, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2022.