Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
52 hedge funds and large institutions have $52.3M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
25% more capital invested
Capital invested by funds: $41.9M → $52.3M (+$10.4M)
4% more funds holding
Funds holding: 50 → 52 (+2)
2.13% more ownership
Funds ownership: 12.33% → 14.45% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$5.91M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$1.71M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
+$1.08M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$504K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$959K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$748K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$595K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$594K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$384K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$3.42K | +155 | New |
|
52
Commonwealth Equity Services
Waltham,
Massachusetts
| $331 | -$44.6K | -2,018 | -12% |
|
|
SFS
53
Shaker Financial Services
Arlington,
Virginia
| – | -$959K | -45,787 | Closed |
|
|
AAS
54
Avantax Advisory Services
Dallas,
Texas
| – | -$384K | -18,342 | Closed |
|
|
MCC
55
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$35.3K | -1,684 | Closed |
|
|
CFB
56
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$15.7K | -748 | Closed |
|
|
EE
57
EWG Elevate
Roseville,
California
| – | -$14.1K | -675 | Closed |
|
|
PFBT
58
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$13.2K | -628 | Closed |
|
ETO Hedge Fund Activity: Q1 2023 in Review
52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2023, worth a combined $52.3M — up 25% from $41.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ETO positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $5.91M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $959K sold.
- 52 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2023, up from 50 in Q4 2022.
- Funds reported $52.3M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2023, up 25% quarter-over-quarter.
- 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2023 and 6 closed out, a net change of +2 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $5.91M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2023 was Shaker Financial Services, an estimated $959K sold.
Based on aggregated 13F filings for Q1 2023.