Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
59 hedge funds and large institutions have $80.7M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 15
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
10% more capital invested
Capital invested by funds: $73.6M → $80.7M (+$7.15M)
2% more funds holding
Funds holding: 58 → 59 (+1)
0.73% more ownership
Funds ownership: 18.99% → 19.71% (+0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.38M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.22M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$1.12M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$635K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.75M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.11M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$327K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$60K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$39.5K |
ETO Hedge Fund Activity: Q1 2024 in Review
59 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2024, worth a combined $80.7M — up 9.7% from $73.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ETO positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 15 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $1.38M. The largest seller was Morgan Stanley, cutting an estimated $2.75M.
- 59 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2024, up from 58 in Q4 2023.
- Funds reported $80.7M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2024, up 9.7% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2024 and 6 closed out, a net change of +1 holder.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $1.38M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $2.75M sold.
Based on aggregated 13F filings for Q1 2024.