We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

127 hedge funds and large institutions have $218M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

136% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 22

14% more funds holding

Funds holding: 111127 (+16)

9% more capital invested

Capital invested by funds: $201M → $218M (+$17.1M)

0.51% more ownership

Funds ownership: 17.33%17.83% (+0.51%)

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
52
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.49M +$496K +45,038 +51%
PAG
27
Private Advisor Group
New Jersey
$1.36M +$17.7K +1,611 +1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.21M +$265K +24,103 +29%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.06M -$151K -13,708 -13%
TPW
30
Tiller Private Wealth
Pennsylvania
$957K +$941K +85,485 New
MA
31
Mutual Advisors
Nebraska
$946K +$256K +23,257 +38%
SI
32
Saxon Interests
Texas
$885K +$878K +79,757 New
CAC
33
Certified Advisory Corp
Florida
$833K +$4.62K +420 +0.6%
IAIM
34
International Assets Investment Management
Florida
$799K -$67.1K -6,094 -8%
FHA
35
Flagship Harbor Advisors
Massachusetts
$651K +$120K +10,923 +23%
CCG
36
Capital CS Group
California
$595K +$3.43K +312 +0.6%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$565K -$30K -2,726 -5%
Mariner
38
Mariner
Kansas
$550K +$12.5K +1,132 +2%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$538K
Citigroup
40
Citigroup
New York
$533K -$39.3K -3,573 -7%
SWP
41
Stratos Wealth Partners
Ohio
$513K -$1.39K -126 -0.3%
HighTower Advisors
42
HighTower Advisors
Illinois
$502K +$28.5K +2,594 +6%
KC
43
Kingfisher Capital
North Carolina
$450K +$8.66K +787 +2%
BRWA
44
B. Riley Wealth Advisors
Florida
$408K -$28.1K -2,554 -7%
OC
45
Oppenheimer & Co
New York
$387K -$10.9K -991 -3%
RIL
46
Rothschild Investment LLC
Illinois
$386K
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$368K +$550 +50 +0.2%
SPIA
48
Steward Partners Investment Advisory
New York
$360K +$13.2K +1,200 +4%
CA
49
Cornerstone Advisory
Maryland
$359K +$55.3K +5,021 +19%
JCM
50
Jacobi Capital Management
Pennsylvania
$351K +$1.96K +178 +0.6%

ETW Hedge Fund Activity: Q4 2021 in Review

127 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q4 2021, worth a combined $218M — up 8.5% from $201M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ETW positions and 3 closed out — a net gain of 19 holders — while 52 added to existing stakes and 22 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $1.73M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $1.53M.

  • 127 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q4 2021, up from 111 in Q3 2021.
  • Funds reported $218M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q4 2021, up 8.5% quarter-over-quarter.
  • 22 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q4 2021 and 3 closed out, a net change of +19 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q4 2021 was Centaurus Financial, an estimated $1.73M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q4 2021 was Arkadios Wealth Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2021.