Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
39 hedge funds and large institutions have $30.4M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $27.5M → $30.4M (+$2.89M)
8% more funds holding
Funds holding: 36 → 39 (+3)
1.32% less ownership
Funds ownership: 9.74% → 8.42% (-1.3%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$379K |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$353K |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$234K |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$219K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.56M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.41M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$532K |
| 4 |
Cohen & Steers
New York
|
-$486K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$345K |
ETO Hedge Fund Activity: Q1 2019 in Review
39 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2019, worth a combined $30.4M — up 10% from $27.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ETO positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $379K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.56M sold.
- 39 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2019, up from 36 in Q4 2018.
- Funds reported $30.4M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2019, up 10% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2019 and 4 closed out, a net change of +3 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2019 was Bank of America, an estimated $379K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2019 was Wolverine Asset Management, an estimated $2.56M sold.
Based on aggregated 13F filings for Q1 2019.