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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

70 hedge funds and large institutions have $97.6M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $86.1M → $97.6M (+$11.5M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.69% more ownership

Funds ownership: 19.06% → 19.75% (+0.69%)

1% less funds holding

Funds holding: 71 → 70 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.56M
2
APA
Astoria Portfolio Advisors
New York
+$1.18M
3
P
&Partners
Tennessee
+$1.04M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$711K
5
1CP
1607 Capital Partners
Virginia
+$535K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$1.06M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$642K
3
Wells Fargo
Wells Fargo
California
-$587K
4
KIM
Karpus Investment Management
New York
-$348K
5
Two Sigma Investments
Two Sigma Investments
New York
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$694K -$105K -3,708 -14%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$680K +$358K +12,591 +128%
SOS
28
Silver Oak Securities
Tennessee
$680K +$40.4K +1,419 +7%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$662K +$8.99K +316 +1%
Invesco
30
Invesco
Georgia
$642K -$241K -8,457 -29%
Corient Private Wealth
31
Corient Private Wealth
Florida
$617K +$711K +25,007 +250%
Truist Financial
32
Truist Financial
North Carolina
$613K +$53.9K +1,896 +10%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$593K +$34K +1,194 +7%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$535K +$47.4K +1,667 +10%
HCM
35
Hollencrest Capital Management
California
$452K -$13K -458 -3%
JIC
36
Joel Isaacson & Co
New York
$436K +$1.68K +59 +0.4%
DWM
37
Dakota Wealth Management
Florida
$411K +$5.83K +205 +2%
NA
38
NewEdge Advisors
Louisiana
$405K +$10.6K +373 +3%
MA
39
Mutual Advisors
Nebraska
$395K +$228 +8 +0.1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$393K – – –
PAG
41
Private Advisor Group
New Jersey
$385K +$62.9K +2,210 +21%
Two Sigma Investments
42
Two Sigma Investments
New York
$364K -$305K -10,729 -47%
SF
43
Summit Financial
New Jersey
$358K -$36.3K -1,275 -10%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$318K -$2.85K -100 -0.9%
FFA
45
Founders Financial Alliance
North Carolina
$309K -$29.9K -1,050 -9%
SPIA
46
Steward Partners Investment Advisory
New York
$303K -$4.64K -163 -2%
Calamos Advisors
47
Calamos Advisors
Illinois
$294K +$275K +9,683 New
KA
48
Kovack Advisors
Florida
$265K +$248K +8,716 New
ATS
49
Ashton Thomas Securities
New York
$233K – – –
NAS
50
NWF Advisory Services
California
$227K -$7.17K -252 -3%
1
2
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ETO Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2025, worth a combined $97.6M — up 13% from $86.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETO and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 28 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.56M. The largest seller was Cornerstone Advisors, cutting an estimated $1.06M.

  • 70 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2025, down from 71 in Q3 2025.
  • Funds reported $97.6M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2025, up 13% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2025 and 9 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2025 was Guggenheim Capital, an estimated $1.56M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2025.