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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

67 hedge funds and large institutions have $83.6M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

0.68% less ownership

Funds ownership: 19.75% → 19.07% (-0.68%)

4% less funds holding

Funds holding: 70 → 67 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less capital invested

Capital invested by funds: $97.6M → $83.6M (-$13.9M)

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$1.4M
2
SFS
Shaker Financial Services
Virginia
+$1.08M
3
KIM
Karpus Investment Management
New York
+$968K
4
GC
Guggenheim Capital
Illinois
+$714K
5
RAM
Readystate Asset Management
Illinois
+$545K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$4.81M
2
AAM
Advisors Asset Management
Colorado
-$1.66M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$755K
4
Corient Private Wealth
Corient Private Wealth
Florida
-$727K
5
Invesco
Invesco
Georgia
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$624K +$15.2K +518 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$600K +$2.93K +100 +0.4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$593K +$273K +9,310 +72%
BEI
29
Benjamin Edwards Inc
Missouri
$533K -$83.6K -2,857 -12%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$527K +$7.41K +253 +1%
RAM
31
Readystate Asset Management
Illinois
$496K +$545K +18,617 New
Truist Financial
32
Truist Financial
North Carolina
$488K -$55.3K -1,889 -9%
PAG
33
Private Advisor Group
New Jersey
$403K +$72K +2,458 +19%
Cohen & Steers
34
Cohen & Steers
New York
$400K +$439K +15,000 New
HCM
35
Hollencrest Capital Management
California
$397K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$375K -$104K -3,556 -20%
JIC
37
Joel Isaacson & Co
New York
$370K -$14K -478 -3%
DWM
38
Dakota Wealth Management
Florida
$368K +$7.32K +250 +2%
MA
39
Mutual Advisors
Nebraska
$344K -$3.16K -108 -0.8%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$297K -$312K -10,667 -49%
Calamos Advisors
41
Calamos Advisors
Illinois
$293K +$38.4K +1,310 +14%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$288K +$9.11K +311 +3%
SF
43
Summit Financial
New Jersey
$286K -$31.2K -1,065 -9%
FFA
44
Founders Financial Alliance
North Carolina
$273K +$2.11K +72 +0.7%
Corient Private Wealth
45
Corient Private Wealth
Florida
$271K -$727K -24,842 -71%
SPIA
46
Steward Partners Investment Advisory
New York
$266K – – –
COLIM
47
City of London Investment Management
United Kingdom
$252K +$277K +9,450 New
KA
48
Kovack Advisors
Florida
$232K – – –
PFO
49
PMG Family Office
Texas
$213K +$16.5K +562 +8%
NS
50
NBC Securities
Alabama
$166K +$39.3K +1,344 +27%
1
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ETO Hedge Fund Activity: Q1 2026 in Review

67 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2026, worth a combined $83.6M — down 14% from $97.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETO and 8 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 28 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.4M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $4.81M sold.

  • 67 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2026, down from 70 in Q4 2025.
  • Funds reported $83.6M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2026, down 14% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2026 and 9 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2026 was Wolverine Asset Management, an estimated $1.4M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2026.