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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
Bank of America
1
Bank of America
North Carolina
$35.8M +$2.42M +232,045 +7%
RJA
2
Raymond James & Associates
Florida
$20.8M +$995K +95,269 +5%
Morgan Stanley
3
Morgan Stanley
New York
$19.5M +$2.15M +205,505 +12%
GC
4
Guggenheim Capital
Illinois
$11.7M +$489K +46,810 +4%
Invesco
5
Invesco
Georgia
$9.75M -$2.42M -231,610 -20%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.2M +$593K +56,788 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.97M +$743K +71,146 +10%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$7.82M +$270K +25,906 +3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.04M -$602K -57,637 -8%
AAM
10
Advisors Asset Management
Colorado
$5.35M +$526K +50,412 +11%
CF
11
Centaurus Financial
California
$4.97M +$819K +78,404 +19%
UBS Group
12
UBS Group
Switzerland
$3.98M -$593K -56,788 -13%
Ameriprise
13
Ameriprise
Minnesota
$3.79M -$311K -29,809 -7%
SA
14
SAM Advisors
California
$3.59M +$148K +14,175 +4%
UIC
15
Uniplan Investment Counsel
Wisconsin
$3.47M -$18.8K -1,801 -0.5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.25M -$60.9K -5,837 -2%
LPL Financial
17
LPL Financial
California
$2.88M +$64.4K +6,171 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.77M +$43.4K +4,155 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.49M +$2.02M +193,877 +384%
CK
20
Cohen Klingenstein
New York
$2.4M
Franklin Resources
21
Franklin Resources
California
$2.28M +$32.5K +3,117 +1%
Wells Fargo
22
Wells Fargo
California
$1.97M -$254K -24,321 -11%
AWA
23
Arkadios Wealth Advisors
Georgia
$1.88M -$1.3M -124,867 -40%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.82M +$732K +70,138 +65%
Stifel Financial
25
Stifel Financial
Missouri
$1.77M +$65.6K +6,283 +4%

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.