We are live on ! Find out more
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
VWA
151
V Wealth Advisors
Kansas
-$111K -13,488 Closed
KAS
152
Kestra Advisory Services
Texas
-$99.1K -12,053 Closed
SI
153
Stephens Inc
Arkansas
-$98.9K -12,032 Closed
IGWM
154
ICA Group Wealth Management
Colorado
-$16.5K -2,002 Closed
S
155
SignatureFD
Georgia
-$13.2K -1,603 Closed
HS
156
Horan Securities
United States
-$880 -107 Closed
TRCT
157
Tower Research Capital (TRC)
New York
-$66 -8 Closed

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.