Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
57 hedge funds and large institutions have $77.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 5 closing their positions.
0.36% less ownership
Funds ownership: 19.53% → 19.17% (-0.36%)
5% less capital invested
Capital invested by funds: $80.9M → $77.2M (-$3.67M)
2% less funds holding
Funds holding: 58 → 57 (-1)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$851K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$570K |
| 3 |
LPL Financial
San Diego,
California
|
+$235K |
| 4 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
+$226K |
| 5 |
Morgan Stanley
New York
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$920K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$731K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$598K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$378K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$342K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
CIBC Private Wealth Group
Atlanta,
Georgia
| $24.4K | – | – | – |
|
|
PS
52
Principal Securities
Des Moines,
Iowa
| $23.3K | – | – | – |
|
|
EC
53
Elequin Capital
New York
| $21.4K | +$22.2K | +870 | New |
|
|
AF
54
Allworth Financial
Folsom,
California
| $7.51K | +$153 | +6 | +2% |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| $7.37K | – | – | – |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $7K | – | – | – |
|
|
TCM
57
TD Capital Management
Memphis,
Tennessee
| $6.95K | +$7.23K | +283 | New |
|
|
58
Envestnet Asset Management
Chicago,
Illinois
| – | -$378K | -14,946 | Closed |
|
59
Bank of New York Mellon
New York
| – | -$313K | -12,402 | Closed |
|
|
TAM
60
Tucker Asset Management
Littleton,
Colorado
| – | -$26.8K | -1,059 | Closed |
|
|
TSMHT
61
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$21.5K | -850 | Closed |
|
|
MCM
62
MAI Capital Management
Independence,
Ohio
| – | -$3.54K | -140 | Closed |
|
ETO Hedge Fund Activity: Q1 2025 in Review
57 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2025, worth a combined $77.2M — down 4.5% from $80.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ETO and 4 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 19 added.
The largest buyer was Royal Bank of Canada, adding an estimated $851K. The largest seller was Karpus Investment Management, cutting an estimated $920K.
- 57 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2025, down from 58 in Q4 2024.
- Funds reported $77.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2025, down 4.5% quarter-over-quarter.
- 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2025 and 5 closed out, a net change of -1 holder.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2025 was Royal Bank of Canada, an estimated $851K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2025 was Karpus Investment Management, an estimated $920K sold.
Based on aggregated 13F filings for Q1 2025.