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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

125 hedge funds and large institutions have $205M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

0.91% more ownership

Funds ownership: 17.83%18.74% (+0.91%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 127125 (-2)

6% less capital invested

Capital invested by funds: $218M → $205M (-$12.8M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
55
Reduced
23
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Siena Capital
Ohio
-$221K -19,750 Closed
SWM
127
Spire Wealth Management
Virginia
-$155K -13,845 Closed
AAS
128
Ameritas Advisory Services
Nebraska
-$154K -13,733 Closed
HI
129
Hendershot Investments
Virginia
-$146K -13,021 Closed
SPA
130
Sentinel Pension Advisors
Massachusetts
-$134K -12,000 Closed
AWM
131
AE Wealth Management
Kansas
-$130K -11,586 Closed
FPAS
132
Focus Partners Advisor Solutions
Missouri
-$128K -11,466 Closed
Jones Financial Companies
133
Jones Financial Companies
Missouri
-$64K -5,695 Closed
CA
134
CoreCap Advisors
Michigan
-$3.95M -4,150 Closed
SFPG
135
Stonebridge Financial Planning Group
Florida
-$15K -1,500 Closed
AWM
136
Accel Wealth Management
Iowa
-$14K -1,250 Closed
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
-$11K -995 Closed
WWMSC
138
Wagner Wealth Management (South Carolina)
South Carolina
-$7K -666 Closed
SCA
139
Snowden Capital Advisors
New York
-$6K -600 Closed
TRCT
140
Tower Research Capital (TRC)
New York
-$7K -585 Closed
WFS
141
Widmann Financial Services
Maryland
-$6K -550 Closed
CWS
142
Confluence Wealth Services
Pennsylvania
-$5K -500 Closed
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -78 Closed
Fidelity Investments
144
Fidelity Investments
Massachusetts
+$10 +1 New

ETW Hedge Fund Activity: Q1 2022 in Review

125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q1 2022, worth a combined $205M — down 5.9% from $218M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ETW and 17 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 55 added.

The largest buyer was Bank of America, adding an estimated $2.42M. The largest seller was CoreCap Advisors, exiting entirely with an estimated $3.95M sold.

  • 125 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q1 2022, down from 127 in Q4 2021.
  • Funds reported $205M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q1 2022 and 18 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q1 2022 was Bank of America, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q1 2022 was CoreCap Advisors, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2022.