Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
46 hedge funds and large institutions have $35.1M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
1% less ownership
Funds ownership: 10.7% → 9.7% (-1%)
6% less funds holding
Funds holding: 49 → 46 (-3)
33% less capital invested
Capital invested by funds: $52.3M → $35.1M (-$17.2M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$817K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$546K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$529K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$492K |
| 5 |
Morgan Stanley
New York
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$3.84M |
| 2 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$421K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$381K |
| 4 |
LPL Financial
San Diego,
California
|
-$312K |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$266K |
ETO Hedge Fund Activity: Q2 2022 in Review
46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2022, worth a combined $35.1M — down 33% from $52.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ETO and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 14 added.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $817K. The largest seller was Ahrens Investment Partners, cutting an estimated $3.84M.
- 46 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2022, down from 49 in Q1 2022.
- Funds reported $35.1M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2022, down 33% quarter-over-quarter.
- 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2022 and 7 closed out, a net change of -3 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2022 was Wolverine Asset Management, an estimated $817K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2022 was Ahrens Investment Partners, an estimated $3.84M sold.
Based on aggregated 13F filings for Q2 2022.