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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

60 hedge funds and large institutions have $84.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

2% more funds holding

Funds holding: 5960 (+1)

4% more capital invested

Capital invested by funds: $80.7M → $84.2M (+$3.46M)

0.43% more ownership

Funds ownership: 19.71%20.14% (+0.43%)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
27
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$574K +$27.4K +1,102 +5%
LCM
27
Landscape Capital Management
New Jersey
$504K -$4.15K -167 -0.8%
Osaic Holdings
28
Osaic Holdings
Arizona
$470K -$838K -33,710 -65%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$467K +$2.46K +99 +0.5%
WAM
30
Wolverine Asset Management
Illinois
$466K -$278K -11,169 -38%
HCM
31
Hollencrest Capital Management
California
$417K
SOS
32
Silver Oak Securities
Tennessee
$392K +$16.3K +655 +4%
Truist Financial
33
Truist Financial
North Carolina
$383K -$42.8K -1,722 -10%
JIC
34
Joel Isaacson & Co
New York
$357K +$1.52K +61 +0.4%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$351K -$84.6K -3,400 -20%
PAG
36
Private Advisor Group
New Jersey
$341K +$63.8K +2,564 +24%
NA
37
NewEdge Advisors
Louisiana
$336K +$227K +9,128 +226%
MA
38
Mutual Advisors
Nebraska
$312K +$6.34K +255 +2%
DWM
39
Dakota Wealth Management
Florida
$310K +$7.46K +300 +3%
NS
40
NBC Securities
Alabama
$309K -$13K -522 -4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$301K -$44.4K -1,785 -13%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$295K -$1.84K -74 -0.6%
Corient Private Wealth
43
Corient Private Wealth
Florida
$282K +$12.4K +500 +5%
ATS
44
Ashton Thomas Securities
New York
$277K +$266K +10,690 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$260K -$1.29K -52 -0.5%
NAS
46
NWF Advisory Services
California
$230K -$2.09K -84 -0.9%
Comerica Bank
47
Comerica Bank
Texas
$157K
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$133K +$128K +5,137 New
SPIA
49
Steward Partners Investment Advisory
New York
$122K
PA
50
Parallel Advisors
California
$67.3K +$1.22K +49 +2%

ETO Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2024, worth a combined $84.2M — up 4.3% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ETO positions and 2 closed out — a net gain of 2 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.25M. The largest seller was UBS Group, cutting an estimated $849K.

  • 60 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2024, up from 59 in Q1 2024.
  • Funds reported $84.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2024 was Advisors Asset Management, an estimated $1.25M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2024 was UBS Group, an estimated $849K sold.

Based on aggregated 13F filings for Q2 2024.