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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

133 hedge funds and large institutions have $165M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

0.97% more ownership

Funds ownership: 19.49%20.46% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 141133 (-8)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

45% less capital invested

Capital invested by funds: $301M → $165M (-$136M)

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
53
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Edge Wealth Management
New York
$88.8K
SG
102
StoneX Group
New York
$87.9K +$87.2K +10,877 New
DA
103
Detalus Advisors
Missouri
$86.9K
KFA
104
Kapstone Financial Advisors
Ohio
$81.7K
PTC
105
Private Trust Company
Ohio
$58.2K
WAM
106
Worth Asset Management
Texas
$49.7K +$49.3K +6,150 New
VWM
107
Venturi Wealth Management
Texas
$42K +$41.7K +5,200 New
US Bancorp
108
US Bancorp
Minnesota
$35.8K
CWC
109
Carolinas Wealth Consulting
North Carolina
$32.3K
BFEC
110
Benjamin F. Edwards & Company
Missouri
$24K
HGERS
111
Householder Group Estate & Retirement Specialist
Arizona
$23K +$23K +2,867 New
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$22.7K
SWA
113
SOA Wealth Advisors
New York
$18.4K +$176 +22 +1%
PA
114
Parallel Advisors
California
$17.5K +$17.3K +2,163 New
IGWM
115
ICA Group Wealth Management
Colorado
$16.2K +$16K +2,000 +100,000%
HIA
116
Harbor Investment Advisory
Maryland
$15.6K
S
117
SignatureFD
Georgia
$13K
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$12.3K +$1.23M +153,359 +11%
CA
119
Clearstead Advisors
Ohio
$9.54K
BAM
120
Bellevue Asset Management
Washington
$9.11K -$1.44K -180 -14%
GRP
121
Global Retirement Partners
California
$7.25K +$208 +26 +3%
SSC
122
Syverson Strege & Co
Iowa
$7.18K +$152 +19 +2%
FWM
123
Focused Wealth Management
New York
$6.33K
HNB
124
Huntington National Bank
Ohio
$5.66K
AF
125
Allworth Financial
California
$5.63K +$24 +3 +0.4%

ETW Hedge Fund Activity: Q1 2023 in Review

133 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2023, worth a combined $165M — down 45% from $301M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ETW and 12 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 53 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.88M. The largest seller was Raymond James & Associates, cutting an estimated $826K.

  • 133 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2023, down from 141 in Q4 2022.
  • Funds reported $165M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2023, down 45% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2023 and 17 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $4.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2023 was Raymond James & Associates, an estimated $826K sold.

Based on aggregated 13F filings for Q1 2023.