Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
39 hedge funds and large institutions have $29.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 39 → 39 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
0.44% less ownership
Funds ownership: 8.42% → 7.98% (-0.44%)
4% less capital invested
Capital invested by funds: $30.4M → $29.2M (-$1.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$209K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$124K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$114K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$98.1K |
| 5 |
Morgan Stanley
New York
|
+$96.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.61M |
| 2 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$252K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$134K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$127K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$118K |
ETO Hedge Fund Activity: Q2 2019 in Review
39 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2019, worth a combined $29.2M — down 3.9% from $30.4M a quarter earlier.
Fund positioning in ETO was balanced in Q2 2019: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 15 trimmed.
The largest buyer was Institute for Wealth Management, opening a new position worth an estimated $209K. The largest seller was Cohen & Steers, exiting entirely with an estimated $1.61M sold.
- 39 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $29.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2019, down 3.9% quarter-over-quarter.
- 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2019 and 4 closed out, a net change of 0 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2019 was Institute for Wealth Management, an estimated $209K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2019 was Cohen & Steers, an estimated $1.61M sold.
Based on aggregated 13F filings for Q2 2019.