ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

Overview Fund Activity

50 hedge funds and large institutions have $50M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$8.07M
2
AIP
2
Ahrens Investment Partners
Louisiana
$1.41M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.25M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.83M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$318K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$798K
2
SFS
2
Shaker Financial Services
Virginia
$0
3
1CP
3
1607 Capital Partners
Virginia
$0
4
RJA
4
Raymond James & Associates
Florida
$1.2M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
26
Joel Isaacson & Co
New York
$404K +$1.09K +36 +0.3%
MA
27
Mutual Advisors
Nebraska
$382K +$6.15K +204 +2%
Truist Financial
28
Truist Financial
North Carolina
$362K +$134K +4,425 +58%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$318K +$318K +10,546 New
EVM
30
Eaton Vance Management
Massachusetts
$310K +$15K +500 +5%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$293K +$247K +8,216 +540%
IFWM
32
Institute for Wealth Management
Colorado
$241K – – –
MA
33
MBA Advisors
Pennsylvania
$235K +$235K +7,789 New
KA
34
Kovack Advisors
Florida
$228K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$165K +$20.1K +667 +14%
HI
36
Harbour Investments
Wisconsin
$60K +$60K +2,000 New
SSC
37
Syverson Strege & Co
Iowa
$59K – – –
APC
38
Aspire Private Capital
North Carolina
$42K – – –
AA
39
Ancora Advisors
Ohio
$40K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$36K – – –
PA
41
Parallel Advisors
California
$36K +$30 +1 +0.1%
CFB
42
Cullen/Frost Bankers
Texas
$31K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$30K -$15K -500 -33%
GWSG
44
GPS Wealth Strategies Group
Colorado
$30K – – –
PGAM
45
Princeton Global Asset Management
New Jersey
$25K – – –
IFAM
46
Institutional & Family Asset Management
Colorado
$20K +$20K +668 New
AF
47
Allworth Financial
California
$16K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$5K – – –
SAM
49
Strategic Asset Management
Minnesota
$2K +$2K +50 New
SFS
50
Shaker Financial Services
Virginia
– -$1.62M -55,141 Closed
1
2
3