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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

135 hedge funds and large institutions have $199M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $165M → $199M (+$33.3M)

2.02% more ownership

Funds ownership: 20.46%22.48% (+2%)

2% more funds holding

Funds holding: 133135 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
53
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$92.7K +$1.97K +243 +2%
EWM
102
Edge Wealth Management
New York
$90.4K
AAS
103
Ameritas Advisory Services
Nebraska
$90.1K +$560 +69 +0.6%
DA
104
Detalus Advisors
Missouri
$88.4K
Corient Private Wealth
105
Corient Private Wealth
Florida
$87.2K -$173K -21,300 -67%
KFA
106
Kapstone Financial Advisors
Ohio
$83.2K
WAM
107
Worth Asset Management
Texas
$81K +$30K +3,700 +60%
GWSG
108
GPS Wealth Strategies Group
Colorado
$69.8K -$28.6K -3,526 -29%
PTC
109
Private Trust Company
Ohio
$59.2K
VWM
110
Venturi Wealth Management
Texas
$42.7K
US Bancorp
111
US Bancorp
Minnesota
$36.4K
CWC
112
Carolinas Wealth Consulting
North Carolina
$32.9K
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$29.8K +$6.57K +809 +29%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$24K
SWA
115
SOA Wealth Advisors
New York
$18.9K +$179 +22 +1%
PA
116
Parallel Advisors
California
$18K +$252 +31 +1%
IGWM
117
ICA Group Wealth Management
Colorado
$16.5K
HIA
118
Harbor Investment Advisory
Maryland
$15.8K
S
119
SignatureFD
Georgia
$13.2K
CA
120
Clearstead Advisors
Ohio
$9.71K
GRP
121
Global Retirement Partners
California
$7.55K +$106 +13 +1%
FWM
122
Focused Wealth Management
New York
$6.44K
AF
123
Allworth Financial
California
$5.76K +$24 +3 +0.4%
HNB
124
Huntington National Bank
Ohio
$5.75K
VAG
125
VisionPoint Advisory Group
Texas
$4.52K +$4.46K +550 New

ETW Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2023, worth a combined $199M — up 20% from $165M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETW positions and 10 closed out — a net gain of 3 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.88M. The largest seller was Shaker Financial Services, cutting an estimated $2.3M.

  • 135 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2023, up from 133 in Q1 2023.
  • Funds reported $199M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2023, up 20% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2023 and 10 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.88M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2023 was Shaker Financial Services, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2023.