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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

58 hedge funds and large institutions have $80.9M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

1.37% less ownership

Funds ownership: 20.9% → 19.53% (-1.4%)

8% less capital invested

Capital invested by funds: $87.6M → $80.9M (-$6.75M)

9% less funds holding

Funds holding: 64 → 58 (-6)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
58
Holders Change
-6
Holders Change %
-9.38%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
22
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$550K
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$322K
3
GC
Guggenheim Capital
Illinois
+$225K
4
Invesco
Invesco
Georgia
+$148K
5
SPIA
Steward Partners Investment Advisory
New York
+$146K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$1.2M
2
WAM
Wolverine Asset Management
Illinois
-$1.03M
3
AA
AQR Arbitrage
Connecticut
-$382K
4
NS
NBC Securities
Alabama
-$308K
5
Bank of America
Bank of America
North Carolina
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$545K +$124K +4,767 +28%
Truist Financial
27
Truist Financial
North Carolina
$470K +$56.1K +2,160 +13%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$463K – – –
SOS
29
Silver Oak Securities
Tennessee
$434K +$40.4K +1,556 +10%
HCM
30
Hollencrest Capital Management
California
$413K – – –
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$378K +$55.6K +2,141 +17%
JIC
32
Joel Isaacson & Co
New York
$356K +$1.61K +62 +0.4%
NA
33
NewEdge Advisors
Louisiana
$333K -$4.23K -163 -1%
MA
34
Mutual Advisors
Nebraska
$333K +$6.72K +259 +2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$319K +$22.8K +877 +7%
DWM
36
Dakota Wealth Management
Florida
$314K – – –
Bank of New York Mellon
37
Bank of New York Mellon
New York
$313K +$322K +12,402 New
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$287K -$58.5K -2,253 -17%
Corient Private Wealth
39
Corient Private Wealth
Florida
$279K -$26 -1 -0%
ATS
40
Ashton Thomas Securities
New York
$270K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$263K +$146K +5,610 +117%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$257K -$285 -11 -0.1%
PAG
43
Private Advisor Group
New Jersey
$237K -$123K -4,732 -34%
Comerica Bank
44
Comerica Bank
Texas
$142K -$14.3K -550 -9%
PA
45
Parallel Advisors
California
$69.3K +$1.4K +54 +2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$48K – – –
AA
47
Ancora Advisors
Ohio
$33.5K – – –
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$29K -$104K -4,000 -78%
TAM
49
Tucker Asset Management
Colorado
$26.8K – – –
GWSG
50
GPS Wealth Strategies Group
Colorado
$25.4K – – –
1
2
3

ETO Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2024, worth a combined $80.9M — down 7.7% from $87.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ETO and 3 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was Shaker Financial Services, adding an estimated $550K. The largest seller was Cornerstone Advisors, cutting an estimated $1.2M.

  • 58 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2024, down from 64 in Q3 2024.
  • Funds reported $80.9M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2024, down 7.7% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2024 and 7 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2024 was Shaker Financial Services, an estimated $550K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2024.