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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

111 hedge funds and large institutions have $201M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 20

0.19% more ownership

Funds ownership: 17.14%17.33% (+0.19%)

0% more capital invested

Capital invested by funds: $201M → $201M (+$135K)

6% less funds holding

Funds holding: 118111 (-7)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
-7
Holders Change %
-5.93%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
52
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$1.18M +$1.18M +106,498 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$252K -22,678 -17%
CAN
28
Cetera Advisor Networks
California
$949K +$141K +12,715 +17%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$908K +$333K +29,966 +55%
IAIM
30
International Assets Investment Management
Florida
$838K +$641K +57,774 +293%
CAC
31
Certified Advisory Corp
Florida
$800K +$22.4K +2,017 +3%
MA
32
Mutual Advisors
Nebraska
$663K +$149K +13,414 +28%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$576K -$50.7K -4,567 -8%
CCG
34
Capital CS Group
California
$575K +$128K +11,511 +28%
Citigroup
35
Citigroup
New York
$553K -$1.07M -96,054 -65%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$519K
Mariner
37
Mariner
Kansas
$519K +$9.22K +831 +2%
FHA
38
Flagship Harbor Advisors
Massachusetts
$514K
SWP
39
Stratos Wealth Partners
Ohio
$497K -$10.8K -976 -2%
EH
40
Equitable Holdings
New York
$478K
WGA
41
Weather Gauge Advisory
Virginia
$476K -$200 -18 -0%
HighTower Advisors
42
HighTower Advisors
Illinois
$454K -$22K -1,983 -4%
KC
43
Kingfisher Capital
North Carolina
$426K +$8.37K +754 +2%
BRWA
44
B. Riley Wealth Advisors
Florida
$422K -$12.9K -1,165 -3%
OC
45
Oppenheimer & Co
New York
$384K -$3.78K -341 -1%
RIL
46
Rothschild Investment LLC
Illinois
$373K
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$356K +$96.3K +8,675 +36%
JCM
48
Jacobi Capital Management
Pennsylvania
$337K +$5.24K +472 +2%
SPIA
49
Steward Partners Investment Advisory
New York
$334K
APA
50
American Portfolios Advisors
New York
$309K

ETW Hedge Fund Activity: Q3 2021 in Review

111 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q3 2021, worth a combined $201M — up 0.07% from $201M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETW and 6 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 52 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.58M. The largest seller was Cohen & Steers, exiting entirely with an estimated $1.99M sold.

  • 111 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q3 2021, down from 118 in Q2 2021.
  • Funds reported $201M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q3 2021, up 0.07% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q3 2021 and 12 closed out, a net change of -6 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q3 2021 was Commonwealth Equity Services, an estimated $1.58M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q3 2021 was Cohen & Steers, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2021.