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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

64 hedge funds and large institutions have $87.6M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

7% more funds holding

Funds holding: 6064 (+4)

4% more capital invested

Capital invested by funds: $84.2M → $87.6M (+$3.46M)

0.76% more ownership

Funds ownership: 20.14%20.9% (+0.76%)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$18.8M -$425K -16,595 -2%
CA
2
Cornerstone Advisors
North Carolina
$8.56M -$809K -31,593 -9%
1CP
3
1607 Capital Partners
Virginia
$6.53M +$1.18M +46,074 +23%
AAM
4
Advisors Asset Management
Colorado
$5.12M +$291K +11,350 +6%
Stifel Financial
5
Stifel Financial
Missouri
$4.81M -$103K -4,034 -2%
Bank of America
6
Bank of America
North Carolina
$3.62M -$900K -35,117 -20%
FHA
7
Flagship Harbor Advisors
Massachusetts
$3.27M +$35.2K +1,375 +1%
LPL Financial
8
LPL Financial
California
$2.8M +$12.6K +493 +0.5%
Morgan Stanley
9
Morgan Stanley
New York
$2.79M +$42.6K +1,663 +2%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.62M +$72.6K +2,834 +3%
Wells Fargo
11
Wells Fargo
California
$2.57M +$72.3K +2,822 +3%
AA
12
AQR Arbitrage
Connecticut
$2.01M -$153K -5,958 -7%
FAM
13
Formidable Asset Management
Ohio
$1.87M -$72.7K -2,836 -4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.83M +$28.5K +1,112 +2%
Ameriprise
15
Ameriprise
Minnesota
$1.43M +$93.6K +3,655 +7%
BEI
16
Benjamin Edwards Inc
Missouri
$1.39M +$1.34M +52,356 New
UBS Group
17
UBS Group
Switzerland
$1.23M -$159K -6,222 -12%
RJA
18
Raymond James & Associates
Florida
$1.15M +$26K +1,015 +2%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$1.14M -$6.22K -243 -0.6%
WAM
20
Wolverine Asset Management
Illinois
$1.03M +$523K +20,422 +112%
Invesco
21
Invesco
Georgia
$985K +$250K +9,776 +36%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$954K +$41.2K +1,607 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$835K -$32.8K -1,280 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$825K +$5.69K +222 +0.7%
GC
25
Guggenheim Capital
Illinois
$648K -$207K -8,096 -25%

ETO Hedge Fund Activity: Q3 2024 in Review

64 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2024, worth a combined $87.6M — up 4.1% from $84.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ETO positions and 1 closed out — a net gain of 5 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $3.17M. The largest seller was Bank of America, cutting an estimated $900K.

  • 64 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2024, up from 60 in Q2 2024.
  • Funds reported $87.6M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2024, up 4.1% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2024 and 1 closed out, a net change of +5 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $3.17M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2024 was Bank of America, an estimated $900K sold.

Based on aggregated 13F filings for Q3 2024.