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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

46 hedge funds and large institutions have $35.1M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

1% less ownership

Funds ownership: 10.7% → 9.7% (-1%)

6% less funds holding

Funds holding: 49 → 46 (-3)

33% less capital invested

Capital invested by funds: $52.3M → $35.1M (-$17.2M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$817K
2
UBS Group
UBS Group
Switzerland
+$546K
3
PAG
Private Advisor Group
New Jersey
+$529K
4
SFS
Shaker Financial Services
Virginia
+$492K
5
Morgan Stanley
Morgan Stanley
New York
+$252K

Top Sellers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
-$3.84M
2
ASFA
All Season Financial Advisors
Colorado
-$421K
3
AAM
Advisors Asset Management
Colorado
-$381K
4
LPL Financial
LPL Financial
California
-$312K
5
CAM
Cresset Asset Management
Illinois
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$366K +$5.55K +223 +1%
JIC
27
Joel Isaacson & Co
New York
$299K +$896 +36 +0.3%
AIP
28
Ahrens Investment Partners
Louisiana
$265K -$3.84M -154,306 -93%
SIG
29
Stonegate Investment Group
Alabama
$245K -$55.5K -2,228 -17%
MA
30
Mutual Advisors
Nebraska
$243K -$53.7K -2,155 -16%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$239K – – –
EVM
32
Eaton Vance Management
Massachusetts
$228K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$148K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$58K – – –
APC
35
Aspire Private Capital
North Carolina
$31K – – –
AA
36
Ancora Advisors
Ohio
$29K – – –
PA
37
Parallel Advisors
California
$26K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$22K – – –
GWSG
39
GPS Wealth Strategies Group
Colorado
$22K – – –
CA
40
CoreCap Advisors
Michigan
$22K +$24.9K +1,000 New
PGAM
41
Princeton Global Asset Management
New Jersey
$18K – – –
AF
42
Allworth Financial
California
$18K +$125 +5 +0.6%
CFB
43
Cullen/Frost Bankers
Texas
$17K -$6.9K -277 -27%
BCMLT
44
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$3K – – –
CFN
46
Cordasco Financial Network
Florida
$1K – – –
ASFA
47
All Season Financial Advisors
Colorado
– -$421K -13,961 Closed
CAM
48
Cresset Asset Management
Illinois
– -$266K -8,830 Closed
MA
49
MBA Advisors
Pennsylvania
– -$253K -8,411 Closed
IFWM
50
Institute for Wealth Management
Colorado
– -$241K -8,011 Closed
1
2
3

ETO Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2022, worth a combined $35.1M — down 33% from $52.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETO and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $817K. The largest seller was Ahrens Investment Partners, cutting an estimated $3.84M.

  • 46 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2022, down from 49 in Q1 2022.
  • Funds reported $35.1M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2022, down 33% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2022 and 7 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2022 was Wolverine Asset Management, an estimated $817K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2022 was Ahrens Investment Partners, an estimated $3.84M sold.

Based on aggregated 13F filings for Q2 2022.