ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

Overview Fund Activity

43 hedge funds and large institutions have $31.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
Frontier Wealth Management
Missouri
+$989K
2
WAM
Wolverine Asset Management
Illinois
+$626K
3
LPL Financial
LPL Financial
California
+$557K
4
Millennium Management
Millennium Management
New York
+$376K
5
Morgan Stanley
Morgan Stanley
New York
+$239K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$610K
2
FAM
Formidable Asset Management
Ohio
-$581K
3
Invesco
Invesco
Georgia
-$511K
4
Bank of America
Bank of America
North Carolina
-$285K
5
Ameriprise
Ameriprise
Minnesota
-$115K
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
26
Kovack Advisors
Florida
$247K +$883 +34 +0.4%
IFWM
27
Institute for Wealth Management
Colorado
$227K – – –
Stifel Financial
28
Stifel Financial
Missouri
$211K -$89.7K -3,432 -30%
MML Investors Services
29
MML Investors Services
Massachusetts
$208K +$2.98K +115 +1%
ACM
30
Allred Capital Management
Texas
$156K +$156K +6,000 New
SPIA
31
Steward Partners Investment Advisory
New York
$103K – – –
FHA
32
Flagship Harbor Advisors
Massachusetts
$40K -$6.49K -250 -14%
APC
33
Aspire Private Capital
North Carolina
$38K – – –
BFEC
34
Benjamin F. Edwards & Company
Missouri
$36K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$31K -$11K -429 -26%
SWM
36
Sugarloaf Wealth Management
Georgia
$23K +$23K +891 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$13K – – –
GWM
38
Geneos Wealth Management
Colorado
$8K – – –
VRM
39
Vectors Research Management
New York
$8K +$8K +300 New
BCWM
40
Bartlett & Co Wealth Management
Ohio
$7.79K – – –
ASN
41
Advisory Services Network
Georgia
$7K – – –
Citigroup
42
Citigroup
New York
$5K – – –
PGAM
43
Princeton Global Asset Management
New Jersey
$21 – – –
FAM
44
Formidable Asset Management
Ohio
– -$581K -22,693 Closed
Invesco
45
Invesco
Georgia
– -$511K -20,158 Closed
QCIG
46
Quad-Cities Investment Group
Iowa
– -$42K -1,673 Closed
WC
47
Weil Company
California
– -$3K -130 Closed
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