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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
KFI
126
Key Financial Inc
Pennsylvania
$3.77K
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$3.47K -$2.41K -301 -41%
CIA
128
Cape Investment Advisory
Georgia
$3.23K +$3.21K +400 New
RG
129
Retirement Group
California
$3K
HI
130
Harbour Investments
Wisconsin
$2.22K
AWM
131
Accel Wealth Management
Iowa
$2.02K
JP Morgan Chase
132
JP Morgan Chase
New York
$1K -$180K -22,476 -99%
HS
133
Horan Securities
United States
$865
Fidelity Investments
134
Fidelity Investments
Massachusetts
$8
WAM
135
Weiss Asset Management
Massachusetts
-$770K -99,201 Closed
AGM
136
Alpine Global Management
New York
-$482K -62,095 Closed
SWM
137
Scissortail Wealth Management
Oklahoma
-$253K -31,000 Closed
IA
138
IFP Advisors
Florida
-$362K -30,706 Closed
Jane Street
139
Jane Street
New York
-$128K -16,531 Closed
RPCA
140
Running Point Capital Advisors
California
-$116K -15,000 Closed
PFO
141
Pathstone Family Office
New Jersey
-$105K -13,550 Closed
KAS
142
Kestra Advisory Services
Texas
-$89.7K -11,553 Closed
WS
143
Wedbush Securities
California
-$89K -11,490 Closed
LFAS
144
Level Four Advisory Services
Texas
-$88.2K -11,360 Closed
ACM
145
Ategra Capital Management
Virginia
-$86.7K -11,175 Closed
Citadel Advisors
146
Citadel Advisors
Florida
-$83K -10,698 Closed
FPAS
147
Focus Partners Advisor Solutions
Missouri
-$79.8K -10,287 Closed
AWM
148
Accurate Wealth Management
Florida
-$9.49K -1,195 Closed
MCC
149
Money Concepts Capital
Florida
-$7.45K -960 Closed
PP
150
PrairieView Partners
Minnesota
-$1K -200 Closed

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.