Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
53 hedge funds and large institutions have $59.8M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 51 → 53 (+2)
1.44% more ownership
Funds ownership: 15.66% → 17.1% (+1.4%)
2% more capital invested
Capital invested by funds: $58.9M → $59.8M (+$907K)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.63M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$2.53M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.91M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.33M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.48M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$1.71M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$523K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$398K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$324K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
51
Blue Trust Inc
Alpharetta,
Georgia
| $6K | – | – | – |
|
|
AF
52
Allworth Financial
Folsom,
California
| $5.91K | +$114 | +5 | +2% |
|
|
BFEC
53
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | – | – | – |
|
|
WAM
54
Wolverine Asset Management
Chicago,
Illinois
| – | -$2.48M | -107,918 | Closed |
|
|
WP
55
Woodline Partners
San Francisco,
California
| – | -$1.71M | -74,467 | Closed |
|
|
PAG
56
Private Advisor Group
Morristown,
New Jersey
| – | -$324K | -14,101 | Closed |
|
57
Cerity Partners
New York
| – | -$279K | -12,156 | Closed |
|
|
LCM
58
Landscape Capital Management
Englewood,
New Jersey
| – | -$262K | -11,390 | Closed |
|
|
SFS
59
Shaker Financial Services
Arlington,
Virginia
| – | -$230K | -10,000 | Closed |
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$25.6K | -1,113 | Closed |
|
ETO Hedge Fund Activity: Q3 2023 in Review
53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2023, worth a combined $59.8M — up 1.5% from $58.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETO positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $2.63M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.48M sold.
- 53 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2023, up from 51 in Q2 2023.
- Funds reported $59.8M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2023, up 1.5% quarter-over-quarter.
- 9 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2023 and 7 closed out, a net change of +2 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $2.63M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2023 was Wolverine Asset Management, an estimated $2.48M sold.
Based on aggregated 13F filings for Q3 2023.