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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

60 hedge funds and large institutions have $84.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

2% more funds holding

Funds holding: 5960 (+1)

4% more capital invested

Capital invested by funds: $80.7M → $84.2M (+$3.46M)

0.43% more ownership

Funds ownership: 19.71%20.14% (+0.43%)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
27
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$18.4M -$181K -7,272 -1%
CA
2
Cornerstone Advisors
North Carolina
$9.03M +$1.15M +46,186 +15%
1CP
3
1607 Capital Partners
Virginia
$5.1M +$307K +12,344 +7%
Stifel Financial
4
Stifel Financial
Missouri
$4.72M -$70K -2,814 -1%
AAM
5
Advisors Asset Management
Colorado
$4.63M +$1.25M +50,367 +38%
Bank of America
6
Bank of America
North Carolina
$4.38M -$178K -7,151 -4%
FHA
7
Flagship Harbor Advisors
Massachusetts
$3.11M +$373K +15,012 +14%
LPL Financial
8
LPL Financial
California
$2.68M +$62.9K +2,528 +2%
Morgan Stanley
9
Morgan Stanley
New York
$2.64M -$11.3K -454 -0.4%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.45M +$121K +4,856 +5%
Wells Fargo
11
Wells Fargo
California
$2.4M +$129K +5,181 +6%
AA
12
AQR Arbitrage
Connecticut
$2.08M +$385K +15,501 +23%
FAM
13
Formidable Asset Management
Ohio
$1.87M -$46.6K -1,875 -2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.73M +$49.1K +1,975 +3%
UBS Group
15
UBS Group
Switzerland
$1.34M -$849K -34,150 -39%
Ameriprise
16
Ameriprise
Minnesota
$1.28M +$10.9K +440 +0.9%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$1.18M -$3.46K -139 -0.3%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$1.11M +$25.4K +1,023 +2%
RJA
19
Raymond James & Associates
Florida
$1.08M +$622 +25 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$876K -$54.1K -2,175 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$835K +$12.5K +503 +2%
GC
22
Guggenheim Capital
Illinois
$829K +$120K +4,807 +17%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$787K -$96K -3,862 -11%
Invesco
24
Invesco
Georgia
$697K +$269K +10,819 +65%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$585K -$12.7K -511 -2%

ETO Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2024, worth a combined $84.2M — up 4.3% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ETO positions and 2 closed out — a net gain of 2 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.25M. The largest seller was UBS Group, cutting an estimated $849K.

  • 60 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2024, up from 59 in Q1 2024.
  • Funds reported $84.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2024 was Advisors Asset Management, an estimated $1.25M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2024 was UBS Group, an estimated $849K sold.

Based on aggregated 13F filings for Q2 2024.