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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

44 hedge funds and large institutions have $27M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2% more funds holding

Funds holding: 43 → 44 (+1)

1.94% more ownership

Funds ownership: 7.9% → 9.84% (+1.9%)

14% less capital invested

Capital invested by funds: $31.2M → $27M (-$4.25M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWM
Frontier Wealth Management
Missouri
+$3.13M
2
FAM
Formidable Asset Management
Ohio
+$2.58M
3
LPL Financial
LPL Financial
California
+$1.18M
4
UBS Group
UBS Group
Switzerland
+$600K
5
LCM
Landscape Capital Management
New Jersey
+$577K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$537K
2
Millennium Management
Millennium Management
New York
-$376K
3
EVM
Eaton Vance Management
Massachusetts
-$254K
4
KA
Kovack Advisors
Florida
-$247K
5
IFWM
Institute for Wealth Management
Colorado
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$203K +$6.71K +286 +3%
AAM
27
Advisors Asset Management
Colorado
$142K +$188K +8,004 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$87K +$87.3K +3,725 +309%
EWM
29
EPG Wealth Management
Georgia
$84K +$111K +4,713 New
SPIA
30
Steward Partners Investment Advisory
New York
$71K – – –
FHA
31
Flagship Harbor Advisors
Massachusetts
$31K +$4.69K +200 +13%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$25K – – –
WAM
33
Wolverine Asset Management
Illinois
$22K -$537K -22,912 -95%
PA
34
Parallel Advisors
California
$19K +$25.7K +1,094 New
SWM
35
Sugarloaf Wealth Management
Georgia
$16K +$516 +22 +2%
PGAM
36
Princeton Global Asset Management
New Jersey
$15K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$9K – – –
BCWM
38
Bartlett & Co Wealth Management
Ohio
$5.33K – – –
ASN
39
Advisory Services Network
Georgia
$5K – – –
GWM
40
Geneos Wealth Management
Colorado
$5K – – –
VRM
41
Vectors Research Management
New York
$5K – – –
BC
42
Bartlett & Co
Ohio
$5K +$7.03K +300 New
Citigroup
43
Citigroup
New York
$4K – – –
AIC
44
Ameritas Investment Company
Nebraska
$3K +$4.69K +200 New
Millennium Management
45
Millennium Management
New York
– -$376K -14,500 Closed
EVM
46
Eaton Vance Management
Massachusetts
– -$254K -9,802 Closed
KA
47
Kovack Advisors
Florida
– -$247K -9,515 Closed
IFWM
48
Institute for Wealth Management
Colorado
– -$227K -8,761 Closed
MML Investors Services
49
MML Investors Services
Massachusetts
– -$208K -8,032 Closed
ACM
50
Allred Capital Management
Texas
– -$156K -6,000 Closed
1
2
3

ETO Hedge Fund Activity: Q1 2020 in Review

44 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2020, worth a combined $27M — down 14% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ETO positions and 7 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Frontier Wealth Management, adding an estimated $3.13M. The largest seller was Wolverine Asset Management, cutting an estimated $537K.

  • 44 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2020, up from 43 in Q4 2019.
  • Funds reported $27M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2020, down 14% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2020 and 7 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2020 was Frontier Wealth Management, an estimated $3.13M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2020 was Wolverine Asset Management, an estimated $537K sold.

Based on aggregated 13F filings for Q1 2020.