We are live on ! Find out more
ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

118 hedge funds and large institutions have $201M invested in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

4% more capital invested

Capital invested by funds: $193M → $201M (+$7.83M)

0.26% less ownership

Funds ownership: 17.41%17.14% (-0.26%)

2% less funds holding

Funds holding: 121118 (-3)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
47
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
51
Eaton Vance Management
Massachusetts
$310K
WP
52
WealthShield Partners
North Carolina
$306K -$43.3K -4,000 -12%
CA
53
Claro Advisors
Massachusetts
$299K -$107K -9,854 -26%
KTA
54
Keeley-Teton Advisors
Illinois
$296K +$4.79K +442 +2%
CA
55
Cornerstone Advisory
Maryland
$294K +$152 +14 +0.1%
DADC
56
D.A. Davidson & Co
Montana
$292K -$1.45K -134 -0.5%
TLCM
57
Twin Lakes Capital Management
California
$286K +$5.62K +519 +2%
CAN
58
Claraphi Advisory Network
United States
$283K
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$263K +$4.65K +429 +2%
Jane Street
60
Jane Street
New York
$263K +$262K +24,169 New
HF
61
HRT Financial
New York
$255K +$255K +23,500 New
D
62
Diversified
Delaware
$252K +$3.95K +365 +2%
QCIG
63
Quad-Cities Investment Group
Iowa
$247K +$3.36K +310 +1%
BJL
64
Brighton Jones LLC
Washington
$242K +$241K +22,247 New
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$237K -$19.1K -1,759 -7%
KWM
66
Kingsview Wealth Management
Oregon
$237K +$52.4K +4,834 +29%
RIA
67
Regal Investment Advisors
Michigan
$230K +$229K +21,147 New
Creative Planning
68
Creative Planning
Kansas
$222K -$30.1K -2,780 -12%
ASN
69
Advisory Services Network
Georgia
$221K +$1.17K +108 +0.5%
IAIM
70
International Assets Investment Management
Florida
$215K -$83.6K -7,715 -28%
CPA
71
Clear Perspective Advisors
Illinois
$212K +$16K +1,475 New
Millennium Management
72
Millennium Management
New York
$207K +$206K +19,024 New
CB
73
Commerce Bank
Missouri
$197K
DC
74
Davenport & Co
Virginia
$194K
MAFM
75
Mid Atlantic Financial Management
Pennsylvania
$191K +$190K +17,500 New

ETW Hedge Fund Activity: Q2 2021 in Review

118 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) for Q2 2021, worth a combined $201M — up 4.1% from $193M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ETW and 11 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 47 added.

The largest buyer was Raymond James & Associates, adding an estimated $4.28M. The largest seller was Cohen & Steers, cutting an estimated $4.26M.

  • 118 institutional investors held Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) as of Q2 2021, down from 121 in Q1 2021.
  • Funds reported $201M of Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock for Q2 2021, up 4.1% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund positions in Q2 2021 and 14 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund buyer in Q2 2021 was Raymond James & Associates, an estimated $4.28M added.
  • The largest Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund seller in Q2 2021 was Cohen & Steers, an estimated $4.26M sold.

Based on aggregated 13F filings for Q2 2021.