ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

Overview Fund Activity

58 hedge funds and large institutions have $80.5M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$1.41M
2
AAM
Advisors Asset Management
Colorado
+$1.25M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$1.15M
4
WAM
Wolverine Asset Management
Illinois
+$652K
5
SFS
Shaker Financial Services
Virginia
+$535K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.83M
2
UBS Group
UBS Group
Switzerland
-$2.17M
3
SWP
Stratos Wealth Partners
Ohio
-$327K
4
FAM
Formidable Asset Management
Ohio
-$61.6K
5
Stifel Financial
Stifel Financial
Missouri
-$40.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$18.3M +$467K +18,696 +3%
CA
2
Cornerstone Advisors
North Carolina
$7.69M +$1.41M +56,645 +23%
Stifel Financial
3
Stifel Financial
Missouri
$4.69M -$40.5K -1,623 -0.9%
1CP
4
1607 Capital Partners
Virginia
$4.69M +$373K +14,914 +9%
Bank of America
5
Bank of America
North Carolina
$4.47M +$116K +4,645 +3%
AAM
6
Advisors Asset Management
Colorado
$3.28M +$1.25M +50,182 +62%
FHA
7
Flagship Harbor Advisors
Massachusetts
$2.67M +$236K +9,452 +10%
Morgan Stanley
8
Morgan Stanley
New York
$2.59M -$2.83M -113,222 -52%
LPL Financial
9
LPL Financial
California
$2.56M +$125K +5,003 +5%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.27M +$76.1K +3,048 +3%
Wells Fargo
11
Wells Fargo
California
$2.22M +$50.8K +2,034 +2%
UBS Group
12
UBS Group
Switzerland
$2.17M -$2.17M -86,842 -50%
FAM
13
Formidable Asset Management
Ohio
$1.88M -$61.6K -2,467 -3%
AA
14
AQR Arbitrage
Connecticut
$1.66M +$322K +12,884 +24%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.65M +$169K +6,756 +11%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.3M +$15.3K +614 +1%
Ameriprise
17
Ameriprise
Minnesota
$1.24M -$13.8K -551 -1%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$1.16M +$1.15M +46,197 +30,798%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$1.06M +$265K +10,615 +33%
RJA
20
Raymond James & Associates
Florida
$1.06M -$19K -762 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$912K -$824 -33 -0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$867K -$34.8K -1,395 -4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$805K -$19K -759 -2%
WAM
24
Wolverine Asset Management
Illinois
$735K +$652K +26,115 +786%
GC
25
Guggenheim Capital
Illinois
$692K -$30.6K -1,224 -4%
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