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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
CA
101
Clearstead Advisors
Ohio
$25K
SWA
102
SOA Wealth Advisors
New York
$23K +$195 +18 +0.9%
Bessemer Group
103
Bessemer Group
New Jersey
$22K
SFPG
104
Stonebridge Financial Planning Group
Florida
$17K
PSB
105
Piscataqua Savings Bank
New Hampshire
$16K
S
106
SignatureFD
Georgia
$15K +$303 +28 +2%
AWM
107
Accel Wealth Management
Iowa
$14K
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$11K
FWM
109
Focused Wealth Management
New York
$9K
GWM
110
Geneos Wealth Management
Colorado
$8K
HNB
111
Huntington National Bank
Ohio
$8K
SSC
112
Syverson Strege & Co
Iowa
$8K +$162 +15 +2%
WWMSC
113
Wagner Wealth Management (South Carolina)
South Carolina
$7K
KFI
114
Key Financial Inc
Pennsylvania
$5K
HI
115
Harbour Investments
Wisconsin
$3K
PCG
116
Private Capital Group
Connecticut
$3K
GWMIA
117
Global Wealth Management Investment Advisory
Florida
$2K
AF
118
Allworth Financial
California
$2K +$43 +4 +2%
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$75.8K -6,999 -99%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
-$1.57M -149,085 Closed
COLIM
121
City of London Investment Management
United Kingdom
-$1.14M -110,078 Closed
AWM
122
AE Wealth Management
Kansas
-$179K -17,385 Closed
SFS
123
Sowell Financial Services
Arkansas
-$185K -17,198 Closed
SFS
124
Shaker Financial Services
Virginia
-$170K -16,493 Closed
SWM
125
Spire Wealth Management
Virginia
-$141K -13,845 Closed

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.