Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
47 hedge funds and large institutions have $31.5M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
17% more capital invested
Capital invested by funds: $27M → $31.5M (+$4.56M)
7% more funds holding
Funds holding: 44 → 47 (+3)
0.16% less ownership
Funds ownership: 9.84% → 9.68% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.13M |
| 2 |
Morgan Stanley
New York
|
+$791K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$730K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$393K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$3.29M |
| 2 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$546K |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$268K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$256K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$252K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
51
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$3K | -200 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | +$20 | +1 | New |
|
ETO Hedge Fund Activity: Q2 2020 in Review
47 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2020, worth a combined $31.5M — up 17% from $27M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ETO positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $2.13M. The largest seller was Frontier Wealth Management, exiting entirely with an estimated $3.29M sold.
- 47 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2020, up from 44 in Q1 2020.
- Funds reported $31.5M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2020, up 17% quarter-over-quarter.
- 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2020 and 5 closed out, a net change of +3 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2020 was Wolverine Asset Management, an estimated $2.13M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2020 was Frontier Wealth Management, an estimated $3.29M sold.
Based on aggregated 13F filings for Q2 2020.