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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
KFI
126
Key Financial Inc
Pennsylvania
$3.84K
BAM
127
Bellevue Asset Management
Washington
$3.82K -$5.38K -663 -59%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$3.54K
CIA
129
Cape Investment Advisory
Georgia
$3.29K
RG
130
Retirement Group
California
$2.55K
HI
131
Harbour Investments
Wisconsin
$2.26K
GWMIA
132
Global Wealth Management Investment Advisory
Florida
$1.69K +$1.66K +205 New
HS
133
Horan Securities
United States
$880
JP Morgan Chase
134
JP Morgan Chase
New York
$748 -$463 -57 -39%
TRCT
135
Tower Research Capital (TRC)
New York
$66 +$65 +8 New
Fidelity Investments
136
Fidelity Investments
Massachusetts
$16 +$8 +1 +100%
MA
137
Mutual Advisors
Nebraska
-$650K -80,461 Closed
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
-$240K -29,692 Closed
AWM
139
Axxcess Wealth Management
California
-$165K -20,440 Closed
TSS
140
Two Sigma Securities
New York
-$137K -16,951 Closed
SFS
141
Sowell Financial Services
Arkansas
-$134K -16,541 Closed
VF
142
Virtu Financial
New York
-$128K -15,894 Closed
WMA
143
West Michigan Advisors
Michigan
-$128K -15,865 Closed
SG
144
StoneX Group
New York
-$87.9K -10,877 Closed
SSC
145
Syverson Strege & Co
Iowa
-$7.18K -889 Closed
AWM
146
Accel Wealth Management
Iowa
-$2.02K -250 Closed

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.