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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

63 hedge funds and large institutions have $83.9M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

11% more funds holding

Funds holding: 5763 (+6)

9% more capital invested

Capital invested by funds: $77.2M → $83.9M (+$6.68M)

0.32% less ownership

Funds ownership: 19.17%18.85% (-0.32%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% 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
21
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$637K -$617K -24,576 -51%
Osaic Holdings
27
Osaic Holdings
Arizona
$617K +$33.8K +1,344 +6%
P
28
&Partners
Tennessee
$586K +$542K +21,556 New
SOS
29
Silver Oak Securities
Tennessee
$516K +$35.7K +1,422 +8%
Truist Financial
30
Truist Financial
North Carolina
$493K -$26.9K -1,072 -6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$492K -$321K -12,773 -41%
HCM
32
Hollencrest Capital Management
California
$445K
JIC
33
Joel Isaacson & Co
New York
$387K +$1.63K +65 +0.5%
DWM
34
Dakota Wealth Management
Florida
$384K -$1.88K -75 -0.5%
MA
35
Mutual Advisors
Nebraska
$365K +$6.58K +262 +2%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$352K -$251K -9,995 -44%
NA
37
NewEdge Advisors
Louisiana
$344K -$13.1K -520 -4%
PAG
38
Private Advisor Group
New Jersey
$331K +$36.8K +1,465 +14%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$291K -$3.54K -141 -1%
Corient Private Wealth
40
Corient Private Wealth
Florida
$291K
ATS
41
Ashton Thomas Securities
New York
$291K
SPIA
42
Steward Partners Investment Advisory
New York
$282K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$263K +$226 +9 +0.1%
FFA
44
Founders Financial Alliance
North Carolina
$243K +$1.73K +69 +0.8%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$241K -$1.43K -57 -0.6%
NAS
46
NWF Advisory Services
California
$211K +$195K +7,763 New
SFS
47
Sowell Financial Services
Arkansas
$203K +$188K +7,477 New
Comerica Bank
48
Comerica Bank
Texas
$147K -$4.75K -189 -3%
PA
49
Parallel Advisors
California
$132K +$51.9K +2,064 +74%
NS
50
NBC Securities
Alabama
$53K +$955 +38 +2%

ETO Hedge Fund Activity: Q2 2025 in Review

63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2025, worth a combined $83.9M — up 8.7% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETO positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.11M. The largest seller was Stifel Financial, cutting an estimated $3.47M.

  • 63 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2025, up from 57 in Q1 2025.
  • Funds reported $83.9M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $1.11M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2025 was Stifel Financial, an estimated $3.47M sold.

Based on aggregated 13F filings for Q2 2025.