ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

Overview Fund Activity

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
Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.93%
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

1
SFS
1
Shaker Financial Services
Virginia
$1.62M
2
AAM
2
Advisors Asset Management
Colorado
$5.86M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.14M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$836K
5
AIP
5
Ahrens Investment Partners
Louisiana
$640K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.16M
2
GC
2
Guggenheim Capital
Illinois
$2.49M
3
1CP
3
1607 Capital Partners
Virginia
$1.13M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
PGWM
5
Parisi Gray Wealth Management
New Jersey
$754K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$536K -$55.4K -1,895 -9%
JIC
27
Joel Isaacson & Co
New York
$392K +$1.06K +36 +0.3%
MA
28
Mutual Advisors
Nebraska
$365K +$5.33K +182 +1%
ASFA
29
All Season Financial Advisors
Colorado
$351K +$351K +11,988 New
EVM
30
Eaton Vance Management
Massachusetts
$287K – – –
IFWM
31
Institute for Wealth Management
Colorado
$235K – – –
KA
32
Kovack Advisors
Florida
$222K +$222K +7,566 New
Truist Financial
33
Truist Financial
North Carolina
$222K +$222K +7,568 New
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$215K -$61.5K -2,100 -22%
SPIA
35
Steward Partners Investment Advisory
New York
$141K – – –
FIA
36
FNY Investment Advisers
New York
$87K +$87K +3,000 New
SSC
37
Syverson Strege & Co
Iowa
$57K +$23.1K +791 +68%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$44K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$44K +$44K +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 – – –
GWSG
45
GPS Wealth Strategies Group
Colorado
$30K – – –
CFB
46
Cullen/Frost Bankers
Texas
$30K – – –
PGAM
47
Princeton Global Asset Management
New Jersey
$24K – – –
AF
48
Allworth Financial
California
$16K +$16K +545 New
AF
49
Advisornet Financial
Minnesota
$10K +$10K +340 New
ASN
50
Advisory Services Network
Georgia
$7K +$7K +255 New
1
2
3