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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

49 hedge funds and large institutions have $52.3M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

1.11% more ownership

Funds ownership: 9.59% → 10.7% (+1.1%)

4% more capital invested

Capital invested by funds: $50.4M → $52.3M (+$1.87M)

0% more funds holding

Funds holding: 49 → 49 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
+$4.06M
2
FAM
Formidable Asset Management
Ohio
+$2.43M
3
UBS Group
UBS Group
Switzerland
+$389K
4
CAM
Cresset Asset Management
Illinois
+$263K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$209K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$539K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$482K
3
AAM
Advisors Asset Management
Colorado
-$293K
4
CB
Commerce Bank
Missouri
-$210K
5
Morgan Stanley
Morgan Stanley
New York
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
26
Stonegate Investment Group
Alabama
$401K -$198K -6,650 -33%
MA
27
Mutual Advisors
Nebraska
$396K +$7.02K +236 +2%
JIC
28
Joel Isaacson & Co
New York
$368K +$1.73K +58 +0.4%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$325K +$1.9K +64 +0.6%
EVM
30
Eaton Vance Management
Massachusetts
$310K – – –
CAM
31
Cresset Asset Management
Illinois
$266K +$263K +8,830 New
MA
32
MBA Advisors
Pennsylvania
$253K +$18.5K +622 +8%
IFWM
33
Institute for Wealth Management
Colorado
$241K – – –
KA
34
Kovack Advisors
Florida
$227K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$202K – – –
DWP
36
Destiny Wealth Partners
Florida
$90K +$89.2K +3,000 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$79K +$29.7K +1,000 +61%
MCC
38
Money Concepts Capital
Florida
$45K +$44.1K +1,484 New
APC
39
Aspire Private Capital
North Carolina
$42K – – –
AA
40
Ancora Advisors
Ohio
$40K – – –
PA
41
Parallel Advisors
California
$36K – – –
CFB
42
Cullen/Frost Bankers
Texas
$31K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$30K – – –
GWSG
44
GPS Wealth Strategies Group
Colorado
$30K – – –
PGAM
45
Princeton Global Asset Management
New Jersey
$25K – – –
AF
46
Allworth Financial
California
$24K +$119 +4 +0.5%
BCMLT
47
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K +$12.5K +420 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$5K – – –
CFN
49
Cordasco Financial Network
Florida
$1K +$1.22K +41 New
CB
50
Commerce Bank
Missouri
– -$210K -6,460 Closed
1
2
3

ETO Hedge Fund Activity: Q1 2022 in Review

49 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2022, worth a combined $52.3M — up 3.7% from $50.4M a quarter earlier.

Fund positioning in ETO was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 13 trimmed.

The largest buyer was Ahrens Investment Partners, adding an estimated $4.06M. The largest seller was Invesco, cutting an estimated $539K.

  • 49 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $52.3M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2022 and 5 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2022 was Ahrens Investment Partners, an estimated $4.06M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2022 was Invesco, an estimated $539K sold.

Based on aggregated 13F filings for Q1 2022.