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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

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: 135 → 145 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$4.17M
2
AA
AQR Arbitrage
Connecticut
+$3.18M
3
1CP
1607 Capital Partners
Virginia
+$2.11M
4
PAS
Park Avenue Securities
New York
+$1.37M
5
KIM
Karpus Investment Management
New York
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.82M
2
Truist Financial
Truist Financial
North Carolina
-$1.29M
3
FHA
Flagship Harbor Advisors
Massachusetts
-$941K
4
CF
Centaurus Financial
California
-$913K
5
RJA
Raymond James & Associates
Florida
-$905K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
126
Cary Street Partners Investment Advisory
Virginia
$27.7K – – –
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$26.7K +$28.1K +3,500 New
BFEC
128
Benjamin F. Edwards & Company
Missouri
$22K – – –
HGERS
129
Householder Group Estate & Retirement Specialist
Arizona
$21.9K +$23K +2,867 New
CA
130
Clearstead Advisors
Ohio
$18K +$9.48K +1,181 +100%
HIA
131
Harbor Investment Advisory
Maryland
$14.7K – – –
SWA
132
SOA Wealth Advisors
New York
$13.6K -$4.12K -513 -22%
PA
133
Parallel Advisors
California
$7.07K -$10.2K -1,269 -58%
GRP
134
Global Retirement Partners
California
$7K +$161 +20 +2%
FWM
135
Focused Wealth Management
New York
$5.99K – – –
AF
136
Allworth Financial
California
$5.37K +$24 +3 +0.4%
HNB
137
Huntington National Bank
Ohio
$5.35K – – –
VAG
138
VisionPoint Advisory Group
Texas
$4.2K – – –
KFI
139
Key Financial Inc
Pennsylvania
$3.57K – – –
BAM
140
Bellevue Asset Management
Washington
$3.55K – – –
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$3.29K – – –
CIA
142
Cape Investment Advisory
Georgia
$3.06K – – –
RG
143
Retirement Group
California
$2.37K – – –
HI
144
Harbour Investments
Wisconsin
$2.1K – – –
GWMIA
145
Global Wealth Management Investment Advisory
Florida
$1.57K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$8 -$8 -1 -50%
SI
147
Saxon Interests
Texas
– -$717K -87,180 Closed
CP
148
Camelot Portfolios
Ohio
– -$373K -45,400 Closed
SC
149
Sykon Capital
New York
– -$136K -16,500 Closed
OP
150
ORG Partners
Indiana
– -$128K -15,557 Closed
3 4 5
6
7

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.