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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

51 hedge funds and large institutions have $45.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

6% more capital invested

Capital invested by funds: $42.8M → $45.2M (+$2.37M)

0.15% more ownership

Funds ownership: 10.81% → 10.96% (+0.15%)

4% less funds holding

Funds holding: 53 → 51 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$1.96M
2
AAM
Advisors Asset Management
Colorado
+$1.88M
3
1CP
1607 Capital Partners
Virginia
+$347K
4
UBS Group
UBS Group
Switzerland
+$279K
5
LPL Financial
LPL Financial
California
+$244K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$1.07M
2
LCM
Landscape Capital Management
New Jersey
-$907K
3
Bank of America
Bank of America
North Carolina
-$510K
4
GC
Guggenheim Capital
Illinois
-$433K
5
KWM
Kingsview Wealth Management
Oregon
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$346K -$907K -35,278 -73%
MA
27
Mutual Advisors
Nebraska
$323K +$5.22K +203 +2%
Stifel Financial
28
Stifel Financial
Missouri
$319K -$115K -4,479 -27%
AIP
29
Ahrens Investment Partners
Louisiana
$306K -$12.8K -500 -4%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$269K +$4.37K +170 +2%
EVM
31
Eaton Vance Management
Massachusetts
$257K – – –
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$248K +$243K +9,437 New
IFWM
33
Institute for Wealth Management
Colorado
$210K – – –
IAIM
34
International Assets Investment Management
Florida
$132K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$126K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$77K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$39K -$360 -14 -0.9%
APC
38
Aspire Private Capital
North Carolina
$37K – – –
AA
39
Ancora Advisors
Ohio
$35K – – –
AWA
40
Arkadios Wealth Advisors
Georgia
$31K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$31K – – –
PA
42
Parallel Advisors
California
$31K – – –
SSC
43
Syverson Strege & Co
Iowa
$30K – – –
CFB
44
Cullen/Frost Bankers
Texas
$27K +$26.3K +1,025 New
GWSG
45
GPS Wealth Strategies Group
Colorado
$26K +$25.9K +1,007 New
PGAM
46
Princeton Global Asset Management
New Jersey
$22K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$15K – – –
AIC
48
Ameritas Investment Company
Nebraska
$5.25K +$5.14K +200 New
Citigroup
49
Citigroup
New York
$5K – – –
BFEC
50
Benjamin F. Edwards & Company
Missouri
$4K – – –
1
2
3

ETO Hedge Fund Activity: Q1 2021 in Review

51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2021, worth a combined $45.2M — up 5.5% from $42.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETO and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 16 added.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $1.96M. The largest seller was City of London Investment Management, cutting an estimated $1.07M.

  • 51 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2021, down from 53 in Q4 2020.
  • Funds reported $45.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2021, up 5.5% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2021 and 8 closed out, a net change of -2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2021 was Cohen & Steers, an estimated $1.96M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2021 was City of London Investment Management, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2021.