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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

49 hedge funds and large institutions have $52.3M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

1.11% more ownership

Funds ownership: 9.59%10.7% (+1.1%)

4% more capital invested

Capital invested by funds: $50.4M → $52.3M (+$1.87M)

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSC
51
Syverson Strege & Co
Iowa
-$63K -1,951 Closed
TFS
52
TrustCore Financial Services
Tennessee
-$19K -570 Closed
SAM
53
Strategic Asset Management
Minnesota
-$2K -50 Closed

ETO Hedge Fund Activity: Q1 2022 in Review

49 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2022, worth a combined $52.3M — up 3.7% from $50.4M a quarter earlier.

Fund positioning in ETO was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 13 trimmed.

The largest buyer was Ahrens Investment Partners, adding an estimated $4.06M. The largest seller was Invesco, cutting an estimated $539K.

  • 49 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $52.3M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2022 and 5 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2022 was Ahrens Investment Partners, an estimated $4.06M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2022 was Invesco, an estimated $539K sold.

Based on aggregated 13F filings for Q1 2022.