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ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW

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: 118 → 111 (-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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.58M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.18M
3
CF
Centaurus Financial
California
+$909K
4
GC
Guggenheim Capital
Illinois
+$710K
5
IAIM
International Assets Investment Management
Florida
+$641K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.99M
2
AAM
Advisors Asset Management
Colorado
-$1.19M
3
Bank of America
Bank of America
North Carolina
-$1.09M
4
Citigroup
Citigroup
New York
-$1.07M
5
TPW
Tiller Private Wealth
Pennsylvania
-$894K
Name Holding Trade Value Shares
Change 		Change in
Stake
KTA
51
Keeley-Teton Advisors
Illinois
$299K +$4.96K +447 +2%
CAN
52
Claraphi Advisory Network
United States
$296K +$15.6K +1,406 +5%
CA
53
Cornerstone Advisory
Maryland
$292K +$222 +20 +0.1%
DADC
54
D.A. Davidson & Co
Montana
$291K +$1.82K +164 +0.6%
TLCM
55
Twin Lakes Capital Management
California
$290K +$5.78K +521 +2%
Creative Planning
56
Creative Planning
Kansas
$258K +$38K +3,428 +17%
JIC
57
Johnson Investment Counsel
Ohio
$256K +$262K +23,636 New
D
58
Diversified
Delaware
$252K +$2.09K +188 +0.8%
KWM
59
Kingsview Wealth Management
Oregon
$250K +$15.8K +1,423 +7%
QCIG
60
Quad-Cities Investment Group
Iowa
$248K +$2.3K +207 +0.9%
BJL
61
Brighton Jones LLC
Washington
$245K +$4.89K +441 +2%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$235K – – –
RIA
63
Regal Investment Advisors
Michigan
$229K – – –
ASN
64
Advisory Services Network
Georgia
$221K +$1.22K +110 +0.5%
MAFM
65
Mid Atlantic Financial Management
Pennsylvania
$218K +$30K +2,700 +15%
CA
66
Cetera Advisors
Colorado
$217K +$55.2K +4,973 +33%
CA
67
Claro Advisors
Massachusetts
$206K -$93.3K -8,409 -31%
CB
68
Commerce Bank
Missouri
$196K – – –
DC
69
Davenport & Co
Virginia
$193K – – –
AIC
70
Ameritas Investment Company
Nebraska
$178K +$8.31K +749 +5%
AAS
71
Avantax Advisory Services
Texas
$174K +$6.89K +621 +4%
FLPIM
72
F.L. Putnam Investment Management
Massachusetts
$162K – – –
WS
73
Wedbush Securities
California
$162K – – –
EVM
74
Eaton Vance Management
Massachusetts
$161K – – –
Truist Financial
75
Truist Financial
North Carolina
$156K +$161K +14,478 New
1 2
3
4 5

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.