We are live on ! Find out more
ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

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

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

1% more capital invested

Capital invested by funds: $49.5M → $50M (+$555K)

0.18% less ownership

Funds ownership: 10.77% → 10.59% (-0.18%)

6% less funds holding

Funds holding: 53 → 50 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

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

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$2.11M
2
AIP
Ahrens Investment Partners
Louisiana
+$776K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$404K
4
Morgan Stanley
Morgan Stanley
New York
+$340K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$328K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$2.51M
2
SFS
Shaker Financial Services
Virginia
-$1.61M
3
1CP
1607 Capital Partners
Virginia
-$1.13M
4
RJA
Raymond James & Associates
Florida
-$262K
5
Wells Fargo
Wells Fargo
California
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
26
Joel Isaacson & Co
New York
$404K +$1.12K +36 +0.3%
MA
27
Mutual Advisors
Nebraska
$382K +$6.34K +204 +2%
Truist Financial
28
Truist Financial
North Carolina
$362K +$138K +4,425 +58%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$318K +$328K +10,546 New
EVM
30
Eaton Vance Management
Massachusetts
$310K +$15.5K +500 +5%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$293K +$255K +8,216 +540%
IFWM
32
Institute for Wealth Management
Colorado
$241K – – –
MA
33
MBA Advisors
Pennsylvania
$235K +$242K +7,789 New
KA
34
Kovack Advisors
Florida
$228K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$165K +$20.7K +667 +14%
HI
36
Harbour Investments
Wisconsin
$60K +$62.2K +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 +$31 +1 +0.1%
CFB
42
Cullen/Frost Bankers
Texas
$31K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$30K -$15.5K -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 +$20.8K +668 New
AF
47
Allworth Financial
California
$16K – – –
BFEC
48
Benjamin F. Edwards & Company
Missouri
$5K – – –
SAM
49
Strategic Asset Management
Minnesota
$2K +$1.55K +50 New
SFS
50
Shaker Financial Services
Virginia
– -$1.61M -55,141 Closed
1
2
3

ETO Hedge Fund Activity: Q3 2021 in Review

50 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2021, worth a combined $50M — up 1.1% from $49.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETO and 5 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 23 added.

The largest buyer was Advisors Asset Management, adding an estimated $2.11M. The largest seller was Cohen & Steers, cutting an estimated $2.51M.

  • 50 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2021, down from 53 in Q2 2021.
  • Funds reported $50M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2021, up 1.1% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2021 and 8 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2021 was Advisors Asset Management, an estimated $2.11M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2021 was Cohen & Steers, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2021.