ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

Overview Fund Activity

53 hedge funds and large institutions have $42.8M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
Formidable Asset Management
Ohio
+$2.42M
2
AAM
Advisors Asset Management
Colorado
+$1.23M
3
COLIM
City of London Investment Management
United Kingdom
+$1.15M
4
Morgan Stanley
Morgan Stanley
New York
+$720K
5
Wells Fargo
Wells Fargo
California
+$618K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$3.68M
2
SFS
Shaker Financial Services
Virginia
-$1.02M
3
GC
Guggenheim Capital
Illinois
-$829K
4
PGWM
Parisi Gray Wealth Management
New Jersey
-$512K
5
DA
Doliver Advisors
Texas
-$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$390K +$390K +15,435 New
JIC
27
Joel Isaacson & Co
New York
$336K +$26.4K +1,045 +9%
AIP
28
Ahrens Investment Partners
Louisiana
$307K -$125K -4,945 -29%
MA
29
Mutual Advisors
Nebraska
$306K +$4.45K +176 +1%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$254K +$1.41K +56 +0.6%
EVM
31
Eaton Vance Management
Massachusetts
$248K – – –
AA
32
AQR Arbitrage
Connecticut
$245K +$245K +9,682 New
MIG
33
Mariner Investment Group
New York
$202K +$202K +8,000 New
IFWM
34
Institute for Wealth Management
Colorado
$202K +$202K +8,011 New
IAIM
35
International Assets Investment Management
Florida
$132K +$132K +5,224 New
SPIA
36
Steward Partners Investment Advisory
New York
$121K – – –
AWG
37
Altus Wealth Group
Colorado
$110K +$110K +4,372 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$74K – – –
IFAM
39
Institutional & Family Asset Management
Colorado
$69K +$69K +2,740 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$38K +$25.5K +1,014 +203%
APC
41
Aspire Private Capital
North Carolina
$35K – – –
AA
42
Ancora Advisors
Ohio
$33K – – –
PA
43
Parallel Advisors
California
$30K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$30K +$30K +1,191 New
AWA
45
Arkadios Wealth Advisors
Georgia
$30K +$30K +1,206 New
SSC
46
Syverson Strege & Co
Iowa
$29K +$29K +1,160 New
PGAM
47
Princeton Global Asset Management
New Jersey
$21K – – –
FIA
48
FNY Investment Advisers
New York
$15K +$15K +608 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$14K +$14K +553 New
COCM
50
Charter Oak Capital Management
New Hampshire
$13K +$13K +500 New
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