Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
44 hedge funds and large institutions have $29.8M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
13% more funds holding
Funds holding: 39 → 44 (+5)
2% more capital invested
Capital invested by funds: $29.2M → $29.8M (+$606K)
0.23% less ownership
Funds ownership: 7.98% → 7.75% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$973K |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$569K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$198K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$168K |
| 5 |
Morgan Stanley
New York
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$856K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$244K |
| 4 |
JIC
Joel Isaacson & Co
New York
|
-$224K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$136K |
ETO Hedge Fund Activity: Q3 2019 in Review
44 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2019, worth a combined $29.8M — up 2.1% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ETO positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Frontier Wealth Management, opening a new position worth an estimated $973K. The largest seller was First Trust Advisors, cutting an estimated $1.6M.
- 44 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2019, up from 39 in Q2 2019.
- Funds reported $29.8M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2019, up 2.1% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2019 and 2 closed out, a net change of +5 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2019 was Frontier Wealth Management, an estimated $973K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2019 was First Trust Advisors, an estimated $1.6M sold.
Based on aggregated 13F filings for Q3 2019.