Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
58 hedge funds and large institutions have $73.6M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
23% more capital invested
Capital invested by funds: $59.8M → $73.6M (+$13.7M)
9% more funds holding
Funds holding: 53 → 58 (+5)
1.89% more ownership
Funds ownership: 17.1% → 18.99% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.6M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.41M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$742K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$558K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$500K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$264K |
| 2 |
Mariner
Overland Park,
Kansas
|
-$227K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$197K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$154K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $20K | – | – | – |
|
|
APC
52
Aspire Private Capital
Cornelius,
North Carolina
| $15.7K | – | – | – |
|
|
BCMLT
53
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $10K | +$110 | +5 | +1% |
|
|
AF
54
Allworth Financial
Folsom,
California
| $6.67K | +$110 | +5 | +2% |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| $6.03K | +$5.6K | +255 | New |
|
|
NC
56
NewSquare Capital
Newtown Square,
Pennsylvania
| $4.73K | +$4.39K | +200 | New |
|
|
BFEC
57
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | – | – | – |
|
58
Fidelity Investments
Boston,
Massachusetts
| $24 | +$22 | +1 | New |
|
|
59
Mariner
Overland Park,
Kansas
| – | -$227K | -10,634 | Closed |
|
|
EC
60
Elequin Capital
New York
| – | -$77.1K | -3,613 | Closed |
|
|
CSPIA
61
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$38.1K | -1,785 | Closed |
|
|
BTI
62
Blue Trust Inc
Alpharetta,
Georgia
| – | -$6K | -250 | Closed |
|
ETO Hedge Fund Activity: Q4 2023 in Review
58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2023, worth a combined $73.6M — up 23% from $59.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETO positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.6M. The largest seller was LPL Financial, cutting an estimated $264K.
- 58 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2023, up from 53 in Q3 2023.
- Funds reported $73.6M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2023, up 23% quarter-over-quarter.
- 9 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.6M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2023 was LPL Financial, an estimated $264K sold.
Based on aggregated 13F filings for Q4 2023.