ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

Overview Fund Activity

58 hedge funds and large institutions have $80.5M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$1.41M
2
AAM
Advisors Asset Management
Colorado
+$1.25M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.15M
4
WAM
Wolverine Asset Management
Illinois
+$652K
5
SFS
Shaker Financial Services
Virginia
+$535K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.83M
2
UBS Group
UBS Group
Switzerland
-$2.17M
3
SWP
Stratos Wealth Partners
Ohio
-$327K
4
FAM
Formidable Asset Management
Ohio
-$61.6K
5
Stifel Financial
Stifel Financial
Missouri
-$40.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$586K +$1.12K +45 +0.2%
SFS
27
Shaker Financial Services
Virginia
$535K +$535K +21,425 New
LCM
28
Landscape Capital Management
New Jersey
$498K +$107K +4,294 +27%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$455K – – –
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$429K -$5K -200 -1%
Truist Financial
31
Truist Financial
North Carolina
$418K +$3.92K +157 +0.9%
Invesco
32
Invesco
Georgia
$413K +$158K +6,344 +62%
HCM
33
Hollencrest Capital Management
California
$409K – – –
SOS
34
Silver Oak Securities
Tennessee
$368K +$5.12K +205 +1%
JIC
35
Joel Isaacson & Co
New York
$348K +$1.65K +66 +0.5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$340K +$340K +13,596 New
NS
37
NBC Securities
Alabama
$316K -$7.92K -317 -2%
MA
38
Mutual Advisors
Nebraska
$304K +$6.8K +272 +2%
DWM
39
Dakota Wealth Management
Florida
$296K +$5.25K +210 +2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$294K +$294K +11,784 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$291K +$291K +11,648 New
PAG
42
Private Advisor Group
New Jersey
$270K -$9.47K -379 -3%
Corient Private Wealth
43
Corient Private Wealth
Florida
$264K -$18.7K -750 -7%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$256K +$10.6K +424 +4%
CA
45
Cetera Advisors
Colorado
$212K +$212K +8,480 New
Comerica Bank
46
Comerica Bank
Texas
$154K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$120K – – –
NA
48
NewEdge Advisors
Louisiana
$101K – – –
PA
49
Parallel Advisors
California
$64.7K +$824 +33 +1%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$47.5K -$18K -720 -27%
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