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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

57 hedge funds and large institutions have $77.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% less ownership

Funds ownership: 19.53%19.17% (-0.36%)

5% less capital invested

Capital invested by funds: $80.9M → $77.2M (-$3.67M)

2% less funds holding

Funds holding: 5857 (-1)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$549K +$570K +22,331 New
Osaic Holdings
27
Osaic Holdings
Arizona
$525K -$5.82K -228 -1%
Truist Financial
28
Truist Financial
North Carolina
$472K +$15.1K +593 +3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$448K -$2.53K -99 -0.5%
SOS
30
Silver Oak Securities
Tennessee
$434K +$7.46K +292 +2%
HCM
31
Hollencrest Capital Management
California
$402K
DWM
32
Dakota Wealth Management
Florida
$349K +$44.7K +1,750 +14%
JIC
33
Joel Isaacson & Co
New York
$348K +$1.63K +64 +0.5%
NA
34
NewEdge Advisors
Louisiana
$324K -$26 -1 -0%
MA
35
Mutual Advisors
Nebraska
$313K -$1.33K -52 -0.4%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$267K -$12.8K -500 -4%
PAG
37
Private Advisor Group
New Jersey
$263K +$33.8K +1,325 +14%
Corient Private Wealth
38
Corient Private Wealth
Florida
$263K -$8.94K -350 -3%
ATS
39
Ashton Thomas Securities
New York
$263K
SPIA
40
Steward Partners Investment Advisory
New York
$255K -$996 -39 -0.4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$237K -$13.3K -521 -5%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$220K -$93.9K -3,676 -29%
FFA
43
Founders Financial Alliance
North Carolina
$218K +$226K +8,869 New
Comerica Bank
44
Comerica Bank
Texas
$138K
PA
45
Parallel Advisors
California
$68.8K +$1.46K +57 +2%
NS
46
NBC Securities
Alabama
$47K +$49.1K +1,922 +24,025%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$46.7K
AA
48
Ancora Advisors
Ohio
$32.6K
US Bancorp
49
US Bancorp
Minnesota
$28.9K +$22.3K +875 +292%
GWSG
50
GPS Wealth Strategies Group
Colorado
$24.8K

ETO Hedge Fund Activity: Q1 2025 in Review

57 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2025, worth a combined $77.2M — down 4.5% from $80.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ETO and 4 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 19 added.

The largest buyer was Royal Bank of Canada, adding an estimated $851K. The largest seller was Karpus Investment Management, cutting an estimated $920K.

  • 57 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2025, down from 58 in Q4 2024.
  • Funds reported $77.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2025 was Royal Bank of Canada, an estimated $851K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2025 was Karpus Investment Management, an estimated $920K sold.

Based on aggregated 13F filings for Q1 2025.