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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

145 hedge funds and large institutions have $196M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

7% more funds holding

Funds holding: 135145 (+10)

1.4% more ownership

Funds ownership: 22.48%23.88% (+1.4%)

1% less capital invested

Capital invested by funds: $199M → $196M (-$2.4M)

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
53
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$117K +$123K +15,314 New
FA
102
Financial Alternatives
California
$115K
KWM
103
Kingsview Wealth Management
Oregon
$113K -$25.6K -3,193 -18%
RJT
104
Raymond James Trust
Florida
$105K +$110K +13,700 New
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$104K +$109K +13,562 New
KPWS
106
Kestra Private Wealth Services
Texas
$102K +$2.06K +257 +2%
AWA
107
Arete Wealth Advisors
Illinois
$98.1K -$14.7K -1,835 -13%
DA
108
Detalus Advisors
Missouri
$97.8K +$16.5K +2,050 +19%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$95.4K +$100K +12,481 New
CG
110
CFO4Life Group
Texas
$89.7K +$658 +82 +0.7%
CA
111
Cetera Advisors
Colorado
$88K
IWC
112
Integrated Wealth Concepts
Massachusetts
$87.7K +$1.65K +205 +2%
EWM
113
Edge Wealth Management
New York
$84K
Corient Private Wealth
114
Corient Private Wealth
Florida
$83.3K +$2.41K +300 +3%
AAS
115
Ameritas Advisory Services
Nebraska
$83.3K +$578 +72 +0.6%
Neuberger Berman Group
116
Neuberger Berman Group
New York
$81.6K +$85.8K +10,685 New
KFA
117
Kapstone Financial Advisors
Ohio
$76.7K
GWSG
118
GPS Wealth Strategies Group
Colorado
$64.9K
JP Morgan Chase
119
JP Morgan Chase
New York
$61.8K +$64.2K +7,993 +8,784%
FSWA
120
Financial Synergies Wealth Advisors
Texas
$59.8K +$62.9K +7,832 New
PTC
121
Private Trust Company
Ohio
$55K
CWC
122
Carolinas Wealth Consulting
North Carolina
$42.9K +$16K +1,992 +50%
VWM
123
Venturi Wealth Management
Texas
$39.7K
NS
124
NBC Securities
Alabama
$38K +$40.7K +5,069 New
US Bancorp
125
US Bancorp
Minnesota
$33.8K

ETW Hedge Fund Activity: Q3 2023 in Review

145 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2023, worth a combined $196M — down 1.2% from $199M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETW positions and 11 closed out — a net gain of 10 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $4.17M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.82M.

  • 145 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2023, up from 135 in Q2 2023.
  • Funds reported $196M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2023 was Cornerstone Advisors, an estimated $4.17M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2023 was Commonwealth Equity Services, an estimated $2.82M sold.

Based on aggregated 13F filings for Q3 2023.