Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
58 hedge funds and large institutions have $80.9M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 7 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
1.37% less ownership
Funds ownership: 20.9% → 19.53% (-1.4%)
8% less capital invested
Capital invested by funds: $87.6M → $80.9M (-$6.75M)
9% less funds holding
Funds holding: 64 → 58 (-6)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$550K |
| 2 |
Bank of New York Mellon
New York
|
+$322K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$225K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$148K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.2M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.03M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$382K |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$308K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$301K |
ETO Hedge Fund Activity: Q4 2024 in Review
58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2024, worth a combined $80.9M — down 7.7% from $87.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ETO and 3 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 22 added.
The largest buyer was Shaker Financial Services, adding an estimated $550K. The largest seller was Cornerstone Advisors, cutting an estimated $1.2M.
- 58 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2024, down from 64 in Q3 2024.
- Funds reported $80.9M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2024, down 7.7% quarter-over-quarter.
- 3 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2024 and 7 closed out, a net change of -4 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2024 was Shaker Financial Services, an estimated $550K added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2024.