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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

67 hedge funds and large institutions have $83.6M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

0.68% less ownership

Funds ownership: 19.75%19.07% (-0.68%)

4% less funds holding

Funds holding: 7067 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less capital invested

Capital invested by funds: $97.6M → $83.6M (-$13.9M)

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
28
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$139K +$152K +5,206 New
PA
52
Parallel Advisors
California
$123K -$10.9K -374 -7%
NA
53
NewEdge Advisors
Louisiana
$123K -$256K -8,731 -65%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$52K
HIW
55
Holos Integrated Wealth
Pennsylvania
$37.7K +$40.5K +1,385 New
ASN
56
Advisory Services Network
Georgia
$37.3K +$41K +1,400 New
AA
57
Ancora Advisors
Ohio
$35.3K
HI
58
Harbour Investments
Wisconsin
$26.3K +$3.89K +133 +16%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$20.1K +$3.48K +119 +19%
AIM
60
Axiom Investment Management
New York
$19.4K +$21.3K +727 New
ETS
61
ESL Trust Services
New York
$13.3K
FFA
62
Farther Finance Advisors
California
$12.3K
AF
63
Allworth Financial
California
$8.99K +$176 +6 +2%
US Bancorp
64
US Bancorp
Minnesota
$6K
MCM
65
MAI Capital Management
Ohio
$5.81K
SWM
66
Spire Wealth Management
Virginia
$4.93K -$3.37K -115 -38%
GA
67
GoalVest Advisory
New York
$4.1K
CA
68
Cornerstone Advisors
North Carolina
-$4.81M -158,450 Closed
Invesco
69
Invesco
Georgia
-$642K -21,150 Closed
Two Sigma Investments
70
Two Sigma Investments
New York
-$364K -11,995 Closed
ATS
71
Ashton Thomas Securities
New York
-$233K -7,690 Closed
NAS
72
NWF Advisory Services
California
-$227K -7,466 Closed
SFS
73
Sowell Financial Services
Arkansas
-$222K -7,300 Closed
GAFA
74
Garton & Associates Financial Advisors
Kentucky
-$56.9K -1,875 Closed
KAS
75
Kestra Advisory Services
Texas
-$37.2K -1,226 Closed

ETO Hedge Fund Activity: Q1 2026 in Review

67 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2026, worth a combined $83.6M — down 14% from $97.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETO and 8 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 28 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.4M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $4.81M sold.

  • 67 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2026, down from 70 in Q4 2025.
  • Funds reported $83.6M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2026, down 14% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2026 and 9 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2026 was Wolverine Asset Management, an estimated $1.4M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2026.