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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
VWA
76
V Wealth Advisors
Kansas
$144K +$666 +60 +0.5%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$135K +$4.12K +371 +3%
CG
78
CFO4Life Group
Texas
$124K +$2.49K +224 +2%
KPWS
79
Kestra Private Wealth Services
Texas
$123K +$2.13K +192 +2%
ACM
80
Ategra Capital Management
Virginia
$121K -$26.9K -2,423 -18%
EWM
81
Edge Wealth Management
New York
$119K – – –
HIA
82
Harbor Investment Advisory
Maryland
$115K +$2.3K +207 +2%
SI
83
Stephens Inc
Arkansas
$114K – – –
EIP
84
Ellis Investment Partners
Pennsylvania
$77K +$1.55K +140 +2%
US Bancorp
85
US Bancorp
Minnesota
$73K – – –
RG
86
Retirement Group
California
$65K – – –
CWC
87
Carolinas Wealth Consulting
North Carolina
$43K +$44.4K +4,001 New
APWA
88
Atlas Private Wealth Advisors
New Jersey
$38K -$20K -1,800 -34%
FPS
89
Fieldpoint Private Securities
Connecticut
$36K – – –
BFEC
90
Benjamin F. Edwards & Company
Missouri
$32K – – –
TPCW
91
TD Private Client Wealth
New York
$27.6K +$1.67K +150 +6%
CA
92
Clearstead Advisors
Ohio
$25K – – –
BAM
93
Bellevue Asset Management
Washington
$24K -$1.11K -100 -4%
SWA
94
SOA Wealth Advisors
New York
$23K +$189 +17 +0.8%
Bessemer Group
95
Bessemer Group
New Jersey
$22K – – –
SFPG
96
Stonebridge Financial Planning Group
Florida
$17K – – –
PSB
97
Piscataqua Savings Bank
New Hampshire
$16K – – –
S
98
SignatureFD
Georgia
$16K +$311 +28 +2%
AWM
99
Accel Wealth Management
Iowa
$14K – – –
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
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.