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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

141 hedge funds and large institutions have $301M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital invested

Capital invested by funds: $149M → $301M (+$152M)

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

9% more funds holding

Funds holding: 129141 (+12)

1.18% more ownership

Funds ownership: 18.31%19.49% (+1.2%)

Holders
141
Holders Change
+12
Holders Change %
+9.3%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
47
Reduced
33
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$97.6K +$2.07K +254 +2%
WMS
102
Wealth Management Solutions
Pennsylvania
$91K +$325 +40 +0.3%
KAS
103
Kestra Advisory Services
Texas
$89.7K +$94K +11,553 New
WS
104
Wedbush Securities
California
$89K
LFAS
105
Level Four Advisory Services
Texas
$88.2K +$92.4K +11,360 New
ACM
106
Ategra Capital Management
Virginia
$86.7K
CG
107
CFO4Life Group
Texas
$86.1K +$1.42K +175 +2%
C
108
CFO4Life
Texas
$86.1K +$90.2K +11,094 New
EWM
109
Edge Wealth Management
New York
$84.7K
DA
110
Detalus Advisors
Missouri
$83.4K
KFA
111
Kapstone Financial Advisors
Ohio
$83.4K +$81.6K +10,035 New
Citadel Advisors
112
Citadel Advisors
Florida
$83K +$87K +10,698 New
FPAS
113
Focus Partners Advisor Solutions
Missouri
$79.8K +$83.7K +10,287 New
CA
114
CoreCap Advisors
Michigan
$59.6K +$62.5K +7,680 New
PTC
115
Private Trust Company
Ohio
$56K
US Bancorp
116
US Bancorp
Minnesota
$34.4K
CWC
117
Carolinas Wealth Consulting
North Carolina
$31K
BFEC
118
Benjamin F. Edwards & Company
Missouri
$23K
CSPIA
119
Cary Street Partners Investment Advisory
Virginia
$21.8K +$22.9K +2,815 New
SWA
120
SOA Wealth Advisors
New York
$17.5K +$203 +25 +1%
HIA
121
Harbor Investment Advisory
Maryland
$14.9K -$89.4K -10,995 -85%
S
122
SignatureFD
Georgia
$12.4K +$228 +28 +2%
BAM
123
Bellevue Asset Management
Washington
$10.1K -$1.46K -180 -12%
AWM
124
Accurate Wealth Management
Florida
$9.49K +$9.72K +1,195 New
CA
125
Clearstead Advisors
Ohio
$9.16K

ETW Hedge Fund Activity: Q4 2022 in Review

141 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2022, worth a combined $301M — up 102% from $149M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ETW positions and 21 closed out — a net gain of 14 holders — while 47 added to existing stakes and 33 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $4.07M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $2.88M sold.

  • 141 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2022, up from 129 in Q3 2022.
  • Funds reported $301M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2022, up 102% quarter-over-quarter.
  • 35 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2022 and 21 closed out, a net change of +14 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $4.07M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2022 was Uniplan Investment Counsel, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2022.