Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
60 hedge funds and large institutions have $84.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
2% more funds holding
Funds holding: 59 → 60 (+1)
4% more capital invested
Capital invested by funds: $80.7M → $84.2M (+$3.46M)
0.43% more ownership
Funds ownership: 19.71% → 20.14% (+0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.25M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.15M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$385K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$373K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$849K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$838K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$294K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$278K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$181K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $48.5K | – | – | – |
|
|
AA
52
Ancora Advisors
Cleveland,
Ohio
| $33.8K | – | – | – |
|
|
WAS
53
Winch Advisory Services
Appleton,
Wisconsin
| $32.3K | +$31.5K | +1,265 | New |
|
|
GWSG
54
GPS Wealth Strategies Group
Centennial,
Colorado
| $25.7K | – | – | – |
|
|
PS
55
Principal Securities
Des Moines,
Iowa
| $23.5K | -$2.04K | -82 | -8% |
|
|
APC
56
Aspire Private Capital
Cornelius,
North Carolina
| $17K | – | – | – |
|
|
BCMLT
57
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $12.7K | +$274 | +11 | +2% |
|
|
SWM
58
Spire Wealth Management
Mclean,
Virginia
| $7.65K | – | – | – |
|
|
AF
59
Allworth Financial
Folsom,
California
| $7.55K | +$149 | +6 | +2% |
|
60
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $7K | +$7.11K | +286 | New |
|
|
61
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$294K | -11,784 | Closed |
|
|
IWP
62
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$500 | -20 | Closed |
|
ETO Hedge Fund Activity: Q2 2024 in Review
60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2024, worth a combined $84.2M — up 4.3% from $80.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ETO positions and 2 closed out — a net gain of 2 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.25M. The largest seller was UBS Group, cutting an estimated $849K.
- 60 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2024, up from 59 in Q1 2024.
- Funds reported $84.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2024, up 4.3% quarter-over-quarter.
- 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2024 was Advisors Asset Management, an estimated $1.25M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2024 was UBS Group, an estimated $849K sold.
Based on aggregated 13F filings for Q2 2024.