We are live on ! Find out more
ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

53 hedge funds and large institutions have $49.5M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $45.2M → $49.5M (+$4.32M)

4% more funds holding

Funds holding: 51 → 53 (+2)

0.19% less ownership

Funds ownership: 10.96% → 10.77% (-0.19%)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$1.58M
2
AAM
Advisors Asset Management
Colorado
+$890K
3
Cohen & Steers
Cohen & Steers
New York
+$883K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$734K
5
AIP
Ahrens Investment Partners
Louisiana
+$293K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.71M
2
GC
Guggenheim Capital
Illinois
-$1.62M
3
1CP
1607 Capital Partners
Virginia
-$826K
4
WAM
Wolverine Asset Management
Illinois
-$779K
5
PGWM
Parisi Gray Wealth Management
New Jersey
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$536K -$54.3K -1,895 -9%
JIC
27
Joel Isaacson & Co
New York
$392K +$1.03K +36 +0.3%
MA
28
Mutual Advisors
Nebraska
$365K +$5.22K +182 +1%
ASFA
29
All Season Financial Advisors
Colorado
$351K +$344K +11,988 New
EVM
30
Eaton Vance Management
Massachusetts
$287K – – –
IFWM
31
Institute for Wealth Management
Colorado
$235K – – –
KA
32
Kovack Advisors
Florida
$222K +$217K +7,566 New
Truist Financial
33
Truist Financial
North Carolina
$222K +$217K +7,568 New
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$215K -$60.2K -2,100 -22%
SPIA
35
Steward Partners Investment Advisory
New York
$141K – – –
FIA
36
FNY Investment Advisers
New York
$87K +$86K +3,000 New
SSC
37
Syverson Strege & Co
Iowa
$57K +$22.7K +791 +68%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$44K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$44K +$43.6K +1,522 New
APC
40
Aspire Private Capital
North Carolina
$41K – – –
AA
41
Ancora Advisors
Ohio
$39K – – –
PA
42
Parallel Advisors
California
$35K -$29 -1 -0.1%
AWA
43
Arkadios Wealth Advisors
Georgia
$35K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$35K – – –
CFB
45
Cullen/Frost Bankers
Texas
$30K – – –
GWSG
46
GPS Wealth Strategies Group
Colorado
$30K – – –
PGAM
47
Princeton Global Asset Management
New Jersey
$24K – – –
AF
48
Allworth Financial
California
$16K +$15.6K +545 New
AF
49
Advisornet Financial
Minnesota
$10K +$9.75K +340 New
ASN
50
Advisory Services Network
Georgia
$7K +$7.31K +255 New
1
2
3

ETO Hedge Fund Activity: Q2 2021 in Review

53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2021, worth a combined $49.5M — up 9.6% from $45.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ETO positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.58M. The largest seller was Bank of America, cutting an estimated $1.71M.

  • 53 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2021, up from 51 in Q1 2021.
  • Funds reported $49.5M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2021 and 7 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2021 was Shaker Financial Services, an estimated $1.58M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2021 was Bank of America, an estimated $1.71M sold.

Based on aggregated 13F filings for Q2 2021.