We are live on ! Find out more
ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

57 hedge funds and large institutions have $77.2M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% less ownership

Funds ownership: 19.53%19.17% (-0.36%)

5% less capital invested

Capital invested by funds: $80.9M → $77.2M (-$3.67M)

2% less funds holding

Funds holding: 5857 (-1)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$16.2M -$920K -36,039 -5%
1CP
2
1607 Capital Partners
Virginia
$6.27M +$159K +6,227 +3%
CA
3
Cornerstone Advisors
North Carolina
$6.08M -$731K -28,642 -10%
Stifel Financial
4
Stifel Financial
Missouri
$4.51M +$76.1K +2,979 +2%
AAM
5
Advisors Asset Management
Colorado
$4.29M -$598K -23,426 -12%
FHA
6
Flagship Harbor Advisors
Massachusetts
$3.02M -$23.7K -930 -0.7%
Bank of America
7
Bank of America
North Carolina
$2.93M -$147K -5,751 -5%
LPL Financial
8
LPL Financial
California
$2.91M +$235K +9,196 +8%
Morgan Stanley
9
Morgan Stanley
New York
$2.87M +$178K +6,984 +6%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.55M +$45.8K +1,793 +2%
Wells Fargo
11
Wells Fargo
California
$2.53M +$82.8K +3,242 +3%
Raymond James Financial
12
Raymond James Financial
Florida
$1.83M +$12.8K +500 +0.7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$29.8K +1,169 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.69M +$851K +33,342 +95%
FAM
15
Formidable Asset Management
Ohio
$1.5M -$189K -7,384 -11%
Ameriprise
16
Ameriprise
Minnesota
$1.35M +$22.9K +897 +2%
AA
17
AQR Arbitrage
Connecticut
$1.18M -$342K -13,399 -22%
Invesco
18
Invesco
Georgia
$1.04M -$16.8K -659 -2%
SFS
19
Shaker Financial Services
Virginia
$1.02M -$31.9K -1,249 -3%
BEI
20
Benjamin Edwards Inc
Missouri
$1.01M -$145K -5,667 -12%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$1.01M -$44.8K -1,754 -4%
UBS Group
22
UBS Group
Switzerland
$931K -$86.8K -3,398 -8%
GC
23
Guggenheim Capital
Illinois
$786K -$28.1K -1,102 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$758K -$15.2K -594 -2%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$564K

ETO Hedge Fund Activity: Q1 2025 in Review

57 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2025, worth a combined $77.2M — down 4.5% from $80.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ETO and 4 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 19 added.

The largest buyer was Royal Bank of Canada, adding an estimated $851K. The largest seller was Karpus Investment Management, cutting an estimated $920K.

  • 57 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2025, down from 58 in Q4 2024.
  • Funds reported $77.2M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2025 and 5 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2025 was Royal Bank of Canada, an estimated $851K added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2025 was Karpus Investment Management, an estimated $920K sold.

Based on aggregated 13F filings for Q1 2025.