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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

49 hedge funds and large institutions have $52.3M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

1.11% more ownership

Funds ownership: 9.59%10.7% (+1.1%)

4% more capital invested

Capital invested by funds: $50.4M → $52.3M (+$1.87M)

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$8.01M -$293K -9,859 -4%
AIP
2
Ahrens Investment Partners
Louisiana
$5.01M +$4.06M +136,457 +458%
UBS Group
3
UBS Group
Switzerland
$4.09M +$389K +13,071 +11%
First Trust Advisors
4
First Trust Advisors
Illinois
$4M -$187K -6,286 -5%
LPL Financial
5
LPL Financial
California
$3.81M +$78.1K +2,627 +2%
FAM
6
Formidable Asset Management
Ohio
$2.77M +$2.43M +81,768 +798%
Morgan Stanley
7
Morgan Stanley
New York
$2.76M -$207K -6,960 -7%
Bank of America
8
Bank of America
North Carolina
$2.28M +$60.8K +2,044 +3%
GC
9
Guggenheim Capital
Illinois
$2.11M +$46.8K +1,574 +2%
RJA
10
Raymond James & Associates
Florida
$1.53M -$45.5K -1,531 -3%
Ameriprise
11
Ameriprise
Minnesota
$1.4M +$20.1K +677 +1%
Wells Fargo
12
Wells Fargo
California
$1.38M -$2.44K -82 -0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.2M +$55.8K +1,876 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.2M +$209K +7,022 +21%
Invesco
15
Invesco
Georgia
$940K -$539K -18,114 -37%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$919K -$157K -5,285 -15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$811K +$7.82K +263 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$762K -$482K -16,200 -39%
HCM
19
Hollencrest Capital Management
California
$682K -$10.7K -360 -2%
PGWM
20
Parisi Gray Wealth Management
New Jersey
$633K -$84.8K -2,851 -12%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$548K +$118K +3,980 +28%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$543K -$7.73K -260 -1%
SWP
23
Stratos Wealth Partners
Ohio
$521K -$59 -2 -0%
Truist Financial
24
Truist Financial
North Carolina
$492K +$5.38K +181 +1%
ASFA
25
All Season Financial Advisors
Colorado
$421K +$61.5K +2,069 +17%

ETO Hedge Fund Activity: Q1 2022 in Review

49 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2022, worth a combined $52.3M — up 3.7% from $50.4M a quarter earlier.

Fund positioning in ETO was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 13 trimmed.

The largest buyer was Ahrens Investment Partners, adding an estimated $4.06M. The largest seller was Invesco, cutting an estimated $539K.

  • 49 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $52.3M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2022 and 5 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2022 was Ahrens Investment Partners, an estimated $4.06M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2022 was Invesco, an estimated $539K sold.

Based on aggregated 13F filings for Q1 2022.