Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
46 hedge funds and large institutions have $30.7M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
0% more funds holding
Funds holding: 46 → 46 (0)
0.48% less ownership
Funds ownership: 9.7% → 9.22% (-0.48%)
12% less capital invested
Capital invested by funds: $35.1M → $30.7M (-$4.37M)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$951K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$446K |
| 3 |
FIA
FNY Investment Advisers
New York
|
+$394K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$309K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$716K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$528K |
| 3 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$465K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$459K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$366K |
ETO Hedge Fund Activity: Q3 2022 in Review
46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2022, worth a combined $30.7M — down 12% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ETO positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 19 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $951K. The largest seller was Advisors Asset Management, cutting an estimated $716K.
- 46 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $30.7M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2022, down 12% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2022 and 6 closed out, a net change of +1 holder.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2022 was Stifel Financial, an estimated $951K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2022 was Advisors Asset Management, an estimated $716K sold.
Based on aggregated 13F filings for Q3 2022.