Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
51 hedge funds and large institutions have $58.9M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 5 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
13% more capital invested
Capital invested by funds: $52.3M → $58.9M (+$6.57M)
1.2% more ownership
Funds ownership: 14.45% → 15.66% (+1.2%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2% less funds holding
Funds holding: 52 → 51 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.56M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.27M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$456K |
| 4 |
Cerity Partners
New York
|
+$271K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$459K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$249K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$190K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
51
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | – | – | – |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$459K | -20,660 | Closed |
|
|
53
Koshinski Asset Management
Decatur,
Illinois
| – | -$249K | -11,200 | Closed |
|
54
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$22.2K | -1,000 | Closed |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| – | -$5.67K | -255 | Closed |
|
|
AAS
56
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$4.44K | -200 | Closed |
|
ETO Hedge Fund Activity: Q2 2023 in Review
51 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2023, worth a combined $58.9M — up 13% from $52.3M a quarter earlier.
Fund positioning in ETO was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 14 trimmed.
The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $2.56M. The largest seller was Advisors Asset Management, cutting an estimated $1.05M.
- 51 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2023, down from 52 in Q1 2023.
- Funds reported $58.9M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2023, up 13% quarter-over-quarter.
- 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2023 and 5 closed out, a net change of 0 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2023 was Cornerstone Advisors, an estimated $2.56M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2023 was Advisors Asset Management, an estimated $1.05M sold.
Based on aggregated 13F filings for Q2 2023.