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
51
Claraphi Advisory Network
United States
$337K +$29.7K +2,699 +10%
CA
52
Claro Advisors
Massachusetts
$330K +$116K +10,511 +55%
APA
53
American Portfolios Advisors
New York
$319K
KTA
54
Keeley-Teton Advisors
Illinois
$315K +$5.02K +456 +2%
TLCM
55
Twin Lakes Capital Management
California
$306K +$5.87K +533 +2%
DADC
56
D.A. Davidson & Co
Montana
$301K
EVM
57
Eaton Vance Management
Massachusetts
$292K -$25.8K -2,345 -8%
Creative Planning
58
Creative Planning
Kansas
$267K
JIC
59
Johnson Investment Counsel
Ohio
$264K
EH
60
Equitable Holdings
New York
$262K -$230K -20,881 -47%
BJL
61
Brighton Jones LLC
Washington
$259K +$4.97K +452 +2%
D
62
Diversified
Delaware
$258K -$3.53K -321 -1%
KWM
63
Kingsview Wealth Management
Oregon
$258K -$55 -5 -0%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$243K +$44 +4 +0%
NA
65
NewEdge Advisors
Louisiana
$242K +$238K +21,600 New
RIA
66
Regal Investment Advisors
Michigan
$237K
ASN
67
Advisory Services Network
Georgia
$230K +$1.22K +111 +0.5%
SC
68
Siena Capital
Ohio
$221K +$217K +19,750 New
Truist Financial
69
Truist Financial
North Carolina
$214K +$51.2K +4,656 +32%
CB
70
Commerce Bank
Missouri
$203K
AAS
71
Avantax Advisory Services
Texas
$200K +$19.3K +1,756 +11%
DC
72
Davenport & Co
Virginia
$199K
QCIG
73
Quad-Cities Investment Group
Iowa
$193K -$62.9K -5,719 -25%
CA
74
Cetera Advisors
Colorado
$172K -$51.3K -4,665 -23%
FLPIM
75
F.L. Putnam Investment Management
Massachusetts
$168K

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.