Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
53 hedge funds and large institutions have $49.5M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $45.2M → $49.5M (+$4.32M)
4% more funds holding
Funds holding: 51 → 53 (+2)
0.19% less ownership
Funds ownership: 10.96% → 10.77% (-0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.58M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$890K |
| 3 |
Cohen & Steers
New York
|
+$883K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$734K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.71M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.62M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$826K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$779K |
| 5 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$444K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $6K | – | – | – |
|
|
BFEC
52
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | – | – | – |
|
|
WAM
53
Wolverine Asset Management
Chicago,
Illinois
| – | -$779K | -29,688 | Closed |
|
|
LCM
54
Landscape Capital Management
Englewood,
New Jersey
| – | -$346K | -13,182 | Closed |
|
55
Stifel Financial
St. Louis,
Missouri
| – | -$319K | -12,129 | Closed |
|
56
Koshinski Asset Management
Decatur,
Illinois
| – | -$269K | -10,226 | Closed |
|
|
IAIM
57
International Assets Investment Management
Orlando,
Florida
| – | -$132K | -5,224 | Closed |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$15K | -553 | Closed |
|
|
AIC
59
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$5.25K | -200 | Closed |
|
ETO Hedge Fund Activity: Q2 2021 in Review
53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2021, worth a combined $49.5M — up 9.6% from $45.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETO positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.58M. The largest seller was Bank of America, cutting an estimated $1.71M.
- 53 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2021, up from 51 in Q1 2021.
- Funds reported $49.5M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2021, up 9.6% quarter-over-quarter.
- 9 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2021 and 7 closed out, a net change of +2 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2021 was Shaker Financial Services, an estimated $1.58M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2021 was Bank of America, an estimated $1.71M sold.
Based on aggregated 13F filings for Q2 2021.