We are live on ! Find out more
ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

46 hedge funds and large institutions have $30.7M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 46 → 46 (0)

0.48% less ownership

Funds ownership: 9.7% → 9.22% (-0.48%)

12% less capital invested

Capital invested by funds: $35.1M → $30.7M (-$4.37M)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$951K
2
AAS
Avantax Advisory Services
Texas
+$446K
3
FIA
FNY Investment Advisers
New York
+$394K
4
SOS
Silver Oak Securities
Tennessee
+$309K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$259K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$716K
2
WAM
Wolverine Asset Management
Illinois
-$528K
3
PGWM
Parisi Gray Wealth Management
New Jersey
-$465K
4
Invesco
Invesco
Georgia
-$459K
5
Truist Financial
Truist Financial
North Carolina
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$227K +$6.23K +256 +2%
WAM
27
Wolverine Asset Management
Illinois
$225K -$528K -21,685 -66%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$222K +$3.82K +157 +1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$216K +$259K +10,650 New
EVM
30
Eaton Vance Management
Massachusetts
$209K – – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$139K -$312K -12,838 -65%
SPIA
32
Steward Partners Investment Advisory
New York
$136K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$53K -$350K -14,400 -85%
AA
34
AlphaMark Advisors
Kentucky
$30K +$36.5K +1,500 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$29K -$29K -1,191 -45%
APC
36
Aspire Private Capital
North Carolina
$28K – – –
AA
37
Ancora Advisors
Ohio
$27K – – –
PA
38
Parallel Advisors
California
$25K +$414 +17 +1%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$20K – – –
GWSG
40
GPS Wealth Strategies Group
Colorado
$20K – – –
PGAM
41
Princeton Global Asset Management
New Jersey
$17K +$146 +6 +0.7%
CFB
42
Cullen/Frost Bankers
Texas
$15K – – –
BCMLT
43
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K +$243 +10 +2%
AF
44
Allworth Financial
California
$6K -$11.6K -478 -60%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$3K – – –
FF
46
FourThought Financial
Florida
$2K +$2.8K +115 New
PGWM
47
Parisi Gray Wealth Management
New Jersey
– -$465K -21,035 Closed
Invesco
48
Invesco
Georgia
– -$459K -20,772 Closed
Truist Financial
49
Truist Financial
North Carolina
– -$366K -16,548 Closed
AIP
50
Ahrens Investment Partners
Louisiana
– -$265K -11,967 Closed
1
2
3

ETO Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2022, worth a combined $30.7M — down 12% from $35.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ETO positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $951K. The largest seller was Advisors Asset Management, cutting an estimated $716K.

  • 46 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $30.7M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2022, down 12% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2022 and 6 closed out, a net change of +1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2022 was Stifel Financial, an estimated $951K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2022 was Advisors Asset Management, an estimated $716K sold.

Based on aggregated 13F filings for Q3 2022.