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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

47 hedge funds and large institutions have $33.8M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

7% more capital invested

Capital invested by funds: $31.5M → $33.8M (+$2.28M)

0.75% more ownership

Funds ownership: 9.68%10.43% (+0.75%)

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.97M -$544K -25,436 -12%
WAM
2
Wolverine Asset Management
Illinois
$3.54M +$1.34M +62,770 +59%
Bank of America
3
Bank of America
North Carolina
$3.25M +$1.41M +66,047 +73%
First Trust Advisors
4
First Trust Advisors
Illinois
$2.51M +$663K +31,008 +35%
UBS Group
5
UBS Group
Switzerland
$1.97M +$213K +9,957 +12%
LPL Financial
6
LPL Financial
California
$1.75M -$46.9K -2,192 -3%
PGWM
7
Parisi Gray Wealth Management
New Jersey
$1.55M -$7.45K -348 -0.5%
Morgan Stanley
8
Morgan Stanley
New York
$1.3M -$907K -42,396 -40%
LCM
9
Landscape Capital Management
New Jersey
$1.02M +$568K +26,530 +117%
SFS
10
Shaker Financial Services
Virginia
$1.01M +$267K +12,472 +34%
RJA
11
Raymond James & Associates
Florida
$991K -$448K -20,943 -31%
AAM
12
Advisors Asset Management
Colorado
$980K +$807K +37,742 +401%
1CP
13
1607 Capital Partners
Virginia
$922K +$949K +44,354 New
Ameriprise
14
Ameriprise
Minnesota
$894K -$13.2K -618 -1%
Wells Fargo
15
Wells Fargo
California
$820K -$352K -16,444 -29%
Invesco
16
Invesco
Georgia
$731K +$175K +8,195 +30%
Osaic Holdings
17
Osaic Holdings
Arizona
$724K -$4.32K -202 -0.6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$697K -$6.61K -309 -0.9%
HCM
19
Hollencrest Capital Management
California
$549K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$469K +$15.7K +732 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$468K +$24.8K +1,160 +5%
SWP
22
Stratos Wealth Partners
Ohio
$421K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$397K -$95.8K -4,477 -19%
AIP
24
Ahrens Investment Partners
Louisiana
$356K +$92.5K +4,325 +34%
DA
25
Doliver Advisors
Texas
$340K +$125K +5,837 +55%

ETO Hedge Fund Activity: Q3 2020 in Review

47 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2020, worth a combined $33.8M — up 7.2% from $31.5M a quarter earlier.

Fund positioning in ETO was balanced in Q3 2020: 7 funds opened new positions, 7 closed out, 16 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $1.41M. The largest seller was Formidable Asset Management, exiting entirely with an estimated $2.05M sold.

  • 47 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $33.8M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2020, up 7.2% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2020 and 7 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2020 was Bank of America, an estimated $1.41M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2020 was Formidable Asset Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2020.