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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
AIC
76
Ameritas Investment Company
Nebraska
$189K +$123K +11,339 +257%
AAS
77
Avantax Advisory Services
Texas
$169K +$9.21K +850 +6%
CA
78
Cetera Advisors
Colorado
$164K +$10.8K +1,000 +7%
WS
79
Wedbush Securities
California
$163K +$19.4K +1,790 +14%
FLPIM
80
F.L. Putnam Investment Management
Massachusetts
$163K +$162K +14,997 New
ACM
81
Ategra Capital Management
Virginia
$148K +$12.3K +1,133 +9%
HWAM
82
Hennion & Walsh Asset Management
New Jersey
$148K -$1.91K -176 -1%
VWA
83
V Wealth Advisors
Kansas
$143K +$8.77K +810 +7%
ACI
84
Alpha Cubed Investments
California
$135K +$134K +12,396 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$132K -$4.44K -410 -3%
WWM
86
Western Wealth Management
Colorado
$127K
PHIMC
87
Private Harbour Investment Management & Counsel
Ohio
$124K -$42.8K -3,950 -26%
CG
88
CFO4Life Group
Texas
$123K -$66.9K -6,174 -35%
KPWS
89
Kestra Private Wealth Services
Texas
$122K +$121K +11,191 New
EWM
90
Edge Wealth Management
New York
$121K
SI
91
Stephens Inc
Arkansas
$115K -$227 -21 -0.2%
HIA
92
Harbor Investment Advisory
Maryland
$114K +$2.24K +207 +2%
EIP
93
Ellis Investment Partners
Pennsylvania
$76K +$1.5K +138 +2%
US Bancorp
94
US Bancorp
Minnesota
$73K +$152 +14 +0.2%
RG
95
Retirement Group
California
$65K
APWA
96
Atlas Private Wealth Advisors
New Jersey
$58K -$21.7K -2,000 -27%
FPS
97
Fieldpoint Private Securities
Connecticut
$37K
BFEC
98
Benjamin F. Edwards & Company
Missouri
$32K
TPCW
99
TD Private Client Wealth
New York
$26.1K +$20.8K +1,916 +395%
BAM
100
Bellevue Asset Management
Washington
$25K

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.