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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

47 hedge funds and large institutions have $31.5M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

17% more capital invested

Capital invested by funds: $27M → $31.5M (+$4.56M)

7% more funds holding

Funds holding: 44 → 47 (+3)

0.16% less ownership

Funds ownership: 9.84% → 9.68% (-0.16%)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$2.13M
2
Morgan Stanley
Morgan Stanley
New York
+$791K
3
SFS
Shaker Financial Services
Virginia
+$730K
4
RJA
Raymond James & Associates
Florida
+$393K
5
First Trust Advisors
First Trust Advisors
Illinois
+$247K

Top Sellers

Rank Fund Capital Flow
1
FWM
Frontier Wealth Management
Missouri
-$3.29M
2
PGWM
Parisi Gray Wealth Management
New Jersey
-$546K
3
FAM
Formidable Asset Management
Ohio
-$268K
4
UBS Group
UBS Group
Switzerland
-$256K
5
Osaic Holdings
Osaic Holdings
Arizona
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$242K +$5.22K +260 +2%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$237K +$229K +11,400 New
WAM
28
Weiss Asset Management
Massachusetts
$223K +$216K +10,765 New
DA
29
Doliver Advisors
Texas
$219K +$212K +10,541 New
Truist Financial
30
Truist Financial
North Carolina
$211K -$29.1K -1,450 -12%
EVM
31
Eaton Vance Management
Massachusetts
$203K +$197K +9,802 New
AAM
32
Advisors Asset Management
Colorado
$196K +$28.4K +1,416 +18%
SPIA
33
Steward Partners Investment Advisory
New York
$100K +$16.1K +800 +20%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$61K -$40.1K -2,000 -41%
CAN
35
Cetera Advisor Networks
California
$44K +$42.6K +2,125 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$36K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$29K – – –
PA
38
Parallel Advisors
California
$24K +$2.03K +101 +9%
SWM
39
Sugarloaf Wealth Management
Georgia
$19K +$421 +21 +2%
PGAM
40
Princeton Global Asset Management
New Jersey
$17K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$10K – – –
BCWM
42
Bartlett & Co Wealth Management
Ohio
$6.23K – – –
BC
43
Bartlett & Co
Ohio
$6K – – –
GWM
44
Geneos Wealth Management
Colorado
$6K – – –
Citigroup
45
Citigroup
New York
$4K – – –
TFS
46
TrustCore Financial Services
Tennessee
$2K +$2.41K +120 New
FWM
47
Frontier Wealth Management
Missouri
– -$3.29M -208,720 Closed
EWM
48
EPG Wealth Management
Georgia
– -$84K -4,713 Closed
VRM
49
Vectors Research Management
New York
– -$5K -300 Closed
ASN
50
Advisory Services Network
Georgia
– -$5K -255 Closed
1
2
3

ETO Hedge Fund Activity: Q2 2020 in Review

47 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2020, worth a combined $31.5M — up 17% from $27M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETO positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $2.13M. The largest seller was Frontier Wealth Management, exiting entirely with an estimated $3.29M sold.

  • 47 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2020, up from 44 in Q1 2020.
  • Funds reported $31.5M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2020 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2020 was Wolverine Asset Management, an estimated $2.13M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2020 was Frontier Wealth Management, an estimated $3.29M sold.

Based on aggregated 13F filings for Q2 2020.