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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

63 hedge funds and large institutions have $83.9M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

11% more funds holding

Funds holding: 5763 (+6)

9% more capital invested

Capital invested by funds: $77.2M → $83.9M (+$6.68M)

0.32% less ownership

Funds ownership: 19.17%18.85% (-0.32%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
22
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
$17.5M -$384K -15,294 -2%
1CP
2
1607 Capital Partners
Virginia
$6.93M -$10.3K -411 -0.2%
CA
3
Cornerstone Advisors
North Carolina
$5.92M -$748K -29,760 -12%
AAM
4
Advisors Asset Management
Colorado
$4.87M +$113K +4,479 +3%
Morgan Stanley
5
Morgan Stanley
New York
$3.71M +$500K +19,907 +17%
FHA
6
Flagship Harbor Advisors
Massachusetts
$3.52M +$160K +6,371 +5%
LPL Financial
7
LPL Financial
California
$3.31M +$83K +3,304 +3%
Bank of America
8
Bank of America
North Carolina
$2.91M -$308K -12,271 -10%
First Trust Advisors
9
First Trust Advisors
Illinois
$2.77M -$41.5K -1,652 -2%
Wells Fargo
10
Wells Fargo
California
$2.6M -$187K -7,437 -7%
SFS
11
Shaker Financial Services
Virginia
$2.34M +$1.11M +44,347 +106%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$2.24M +$1.03M +41,191 +100%
Raymond James Financial
13
Raymond James Financial
Florida
$2.1M +$71.9K +2,860 +4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2M +$26.9K +1,072 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.79M -$69.4K -2,764 -4%
Ameriprise
16
Ameriprise
Minnesota
$1.54M +$49.6K +1,975 +4%
GC
17
Guggenheim Capital
Illinois
$1.51M +$592K +23,573 +74%
FAM
18
Formidable Asset Management
Ohio
$1.5M
Stifel Financial
19
Stifel Financial
Missouri
$1.24M -$3.47M -138,077 -75%
BEI
20
Benjamin Edwards Inc
Missouri
$917K -$189K -7,507 -18%
Invesco
21
Invesco
Georgia
$861K -$263K -10,466 -25%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$795K +$276K +11,000 +60%
Two Sigma Investments
23
Two Sigma Investments
New York
$789K +$729K +29,003 New
UBS Group
24
UBS Group
Switzerland
$734K -$274K -10,895 -29%
Creative Planning
25
Creative Planning
Kansas
$658K +$608K +24,193 New

ETO Hedge Fund Activity: Q2 2025 in Review

63 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q2 2025, worth a combined $83.9M — up 8.7% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ETO positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.11M. The largest seller was Stifel Financial, cutting an estimated $3.47M.

  • 63 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q2 2025, up from 57 in Q1 2025.
  • Funds reported $83.9M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q2 2025, up 8.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $1.11M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q2 2025 was Stifel Financial, an estimated $3.47M sold.

Based on aggregated 13F filings for Q2 2025.