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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

40 hedge funds and large institutions have $37.7M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 3940 (+1)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

2% more capital invested

Capital invested by funds: $37.1M → $37.7M (+$643K)

0.41% more ownership

Funds ownership: 10.21%10.63% (+0.41%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
Frontier Wealth Management
Missouri
$239K +$44.9K +1,770 +22%
EVM
27
Eaton Vance Management
Massachusetts
$237K -$249K -9,802 -50%
ASN
28
Advisory Services Network
Georgia
$233K +$3.02K +119 +1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$207K +$217K +8,560 New
CF
30
Centaurus Financial
California
$82K +$86.3K +3,398 New
SEI Investments
31
SEI Investments
Pennsylvania
$48K
QCIG
32
Quad-Cities Investment Group
Iowa
$36K +$37.8K +1,490 New
NSIM
33
North Star Investment Management
Illinois
$25K
FHA
34
Flagship Harbor Advisors
Massachusetts
$21K +$22.8K +900 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$17K -$5.96K -235 -25%
JCM
36
Jacobi Capital Management
Pennsylvania
$16K +$355 +14 +2%
CCM
37
Cribstone Capital Management
Maine
$9K
SFG
38
SevenBridge Financial Group
Pennsylvania
$8K +$3.33K +131 +66%
GWM
39
Geneos Wealth Management
Colorado
$7K
Citigroup
40
Citigroup
New York
$5K
Invesco
41
Invesco
Georgia
-$832K -33,254 Closed
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
-$363K -14,574 Closed
MA
43
Mutual Advisors
Nebraska
-$273K -10,896 Closed
CPA
44
Clear Perspective Advisors
Illinois
-$20K -800 Closed
AWM
45
AllSquare Wealth Management
New York
-$3K -130 Closed
IWM
46
IHT Wealth Management
Illinois
-$1K -48 Closed

ETO Hedge Fund Activity: Q2 2018 in Review

40 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2018, worth a combined $37.7M — up 1.7% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETO positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.45M. The largest seller was Invesco, exiting entirely with an estimated $832K sold.

  • 40 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2018, up from 39 in Q1 2018.
  • Funds reported $37.7M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2018 and 6 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $2.45M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2018 was Invesco, an estimated $832K sold.

Based on aggregated 13F filings for Q2 2018.