Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
44 hedge funds and large institutions have $27M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
2% more funds holding
Funds holding: 43 → 44 (+1)
1.94% more ownership
Funds ownership: 7.9% → 9.84% (+1.9%)
14% less capital invested
Capital invested by funds: $31.2M → $27M (-$4.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$3.13M |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$2.58M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$600K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$577K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$537K |
| 2 |
Millennium Management
New York
|
-$376K |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$254K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$247K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$227K |
ETO Hedge Fund Activity: Q1 2020 in Review
44 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2020, worth a combined $27M — down 14% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ETO positions and 7 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Frontier Wealth Management, adding an estimated $3.13M. The largest seller was Wolverine Asset Management, cutting an estimated $537K.
- 44 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2020, up from 43 in Q4 2019.
- Funds reported $27M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2020, down 14% quarter-over-quarter.
- 10 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2020 and 7 closed out, a net change of +3 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2020 was Frontier Wealth Management, an estimated $3.13M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2020 was Wolverine Asset Management, an estimated $537K sold.
Based on aggregated 13F filings for Q1 2020.