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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

70 hedge funds and large institutions have $97.6M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $86.1M → $97.6M (+$11.5M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.69% more ownership

Funds ownership: 19.06% → 19.75% (+0.69%)

1% less funds holding

Funds holding: 71 → 70 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.56M
2
APA
Astoria Portfolio Advisors
New York
+$1.18M
3
P
&Partners
Tennessee
+$1.04M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$711K
5
1CP
1607 Capital Partners
Virginia
+$535K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$1.06M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$642K
3
Wells Fargo
Wells Fargo
California
-$587K
4
KIM
Karpus Investment Management
New York
-$348K
5
Two Sigma Investments
Two Sigma Investments
New York
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
51
PMG Family Office
Texas
$226K -$11.2K -393 -5%
SFS
52
Sowell Financial Services
Arkansas
$222K -$5.04K -177 -2%
Comerica Bank
53
Comerica Bank
Texas
$158K -$5.89K -207 -4%
PA
54
Parallel Advisors
California
$152K +$1.99K +70 +1%
NS
55
NBC Securities
Alabama
$148K -$1.62K -57 -1%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$59.3K +$1.51K +53 +3%
GAFA
57
Garton & Associates Financial Advisors
Kentucky
$56.9K +$53.3K +1,875 New
AA
58
Ancora Advisors
Ohio
$40.2K – – –
KAS
59
Kestra Advisory Services
Texas
$37.2K +$34.9K +1,226 New
GRP
60
Global Retirement Partners
California
$32.6K – – –
HI
61
Harbour Investments
Wisconsin
$25.9K +$24.3K +854 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$19K +$9.93K +349 +122%
ETS
63
ESL Trust Services
New York
$15.2K – – –
FFA
64
Farther Finance Advisors
California
$13.7K – – –
AF
65
Allworth Financial
California
$10.1K -$4.38K -154 -32%
SWM
66
Spire Wealth Management
Virginia
$9.11K – – –
ADL
67
Asset Dedication LLC
California
$9.11K +$8.54K +300 New
US Bancorp
68
US Bancorp
Minnesota
$6.83K -$27K -950 -81%
MCM
69
MAI Capital Management
Ohio
$6.62K +$6.2K +218 New
GA
70
GoalVest Advisory
New York
$4.67K – – –
WAM
71
Wolverine Asset Management
Illinois
– -$235K -8,511 Closed
RAM
72
Readystate Asset Management
Illinois
– -$209K -7,576 Closed
EWA
73
EverSource Wealth Advisors
Alabama
– -$202K -7,342 Closed
ASN
74
Advisory Services Network
Georgia
– -$38.6K -1,400 Closed
PS
75
Principal Securities
Iowa
– -$26.6K -966 Closed
1 2
3
4

ETO Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2025, worth a combined $97.6M — up 13% from $86.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETO and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 28 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.56M. The largest seller was Cornerstone Advisors, cutting an estimated $1.06M.

  • 70 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2025, down from 71 in Q3 2025.
  • Funds reported $97.6M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2025, up 13% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2025 and 9 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2025 was Guggenheim Capital, an estimated $1.56M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2025.