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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

52 hedge funds and large institutions have $52.3M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

25% more capital invested

Capital invested by funds: $41.9M → $52.3M (+$10.4M)

4% more funds holding

Funds holding: 50 → 52 (+2)

2.13% more ownership

Funds ownership: 12.33% → 14.45% (+2.1%)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.91M
2
Stifel Financial
Stifel Financial
Missouri
+$1.71M
3
WP
Woodline Partners
California
+$1.08M
4
WAM
Wolverine Asset Management
Illinois
+$504K
5
Wells Fargo
Wells Fargo
California
+$459K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$959K
2
AAM
Advisors Asset Management
Colorado
-$748K
3
GC
Guggenheim Capital
Illinois
-$595K
4
First Trust Advisors
First Trust Advisors
Illinois
-$594K
5
AAS
Avantax Advisory Services
Texas
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$340K – – –
PAG
27
Private Advisor Group
New Jersey
$313K +$155 +7 +0%
JIC
28
Joel Isaacson & Co
New York
$305K +$1.1K +50 +0.4%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$300K -$41.9K -1,900 -12%
MA
30
Mutual Advisors
Nebraska
$258K +$4.7K +213 +2%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$249K – – –
LCM
32
Landscape Capital Management
New Jersey
$240K -$98.6K -4,464 -29%
NAS
33
NWF Advisory Services
California
$227K +$219K +9,902 New
Corient Private Wealth
34
Corient Private Wealth
Florida
$219K +$218K +9,852 New
EC
35
Elequin Capital
New York
$143K -$189K -8,566 -57%
SPIA
36
Steward Partners Investment Advisory
New York
$107K -$42.1K -1,909 -28%
NA
37
NewEdge Advisors
Louisiana
$90.3K +$7.35K +333 +9%
AIP
38
Ahrens Investment Partners
Louisiana
$89.3K +$88.7K +4,017 New
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$46K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$37K -$37.5K -1,700 -51%
APC
41
Aspire Private Capital
North Carolina
$31.1K – – –
AA
42
Ancora Advisors
Ohio
$29.5K – – –
PA
43
Parallel Advisors
California
$25.2K +$464 +21 +2%
GWSG
44
GPS Wealth Strategies Group
Colorado
$22.4K +$22.2K +1,007 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$22.2K – – –
BCMLT
46
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.2K +$177 +8 +2%
AF
47
Allworth Financial
California
$5.93K +$110 +5 +2%
ASN
48
Advisory Services Network
Georgia
$5.67K – – –
AAS
49
Ameritas Advisory Services
Nebraska
$4.44K +$4.42K +200 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$3K – – –
1
2
3

ETO Hedge Fund Activity: Q1 2023 in Review

52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2023, worth a combined $52.3M — up 25% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETO positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.91M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $959K sold.

  • 52 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2023, up from 50 in Q4 2022.
  • Funds reported $52.3M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2023, up 25% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2023 and 6 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $5.91M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2023 was Shaker Financial Services, an estimated $959K sold.

Based on aggregated 13F filings for Q1 2023.