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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

71 hedge funds and large institutions have $86.1M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

13% more funds holding

Funds holding: 6371 (+8)

3% more capital invested

Capital invested by funds: $83.9M → $86.1M (+$2.19M)

0.2% more ownership

Funds ownership: 18.85%19.06% (+0.2%)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$17.2M -$526K -19,208 -3%
1CP
2
1607 Capital Partners
Virginia
$6.08M -$936K -34,187 -13%
CA
3
Cornerstone Advisors
North Carolina
$5.39M -$599K -21,885 -10%
AAM
4
Advisors Asset Management
Colorado
$4.75M -$179K -6,540 -4%
Morgan Stanley
5
Morgan Stanley
New York
$4.05M +$287K +10,471 +8%
FHA
6
Flagship Harbor Advisors
Massachusetts
$3.59M +$25.2K +922 +0.7%
LPL Financial
7
LPL Financial
California
$3.5M +$142K +5,172 +4%
First Trust Advisors
8
First Trust Advisors
Illinois
$3.27M +$458K +16,713 +16%
Wells Fargo
9
Wells Fargo
California
$3.11M +$474K +17,310 +18%
GC
10
Guggenheim Capital
Illinois
$2.84M +$1.3M +47,406 +85%
SFS
11
Shaker Financial Services
Virginia
$2.68M +$304K +11,098 +13%
Bank of America
12
Bank of America
North Carolina
$2.4M -$537K -19,618 -18%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$2.22M -$49.5K -1,809 -2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2.05M +$24.7K +902 +1%
Raymond James Financial
15
Raymond James Financial
Florida
$1.79M -$341K -12,447 -16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.76M -$57.4K -2,096 -3%
FAM
17
Formidable Asset Management
Ohio
$1.6M -$60.9K -2,225 -4%
Ameriprise
18
Ameriprise
Minnesota
$1.6M +$33.4K +1,219 +2%
Stifel Financial
19
Stifel Financial
Missouri
$1.19M -$63.5K -2,320 -5%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$840K +$34.2K +1,250 +4%
Invesco
21
Invesco
Georgia
$816K -$56.7K -2,070 -7%
UBS Group
22
UBS Group
Switzerland
$746K +$1.67K +61 +0.2%
BEI
23
Benjamin Edwards Inc
Missouri
$733K -$195K -7,136 -21%
Creative Planning
24
Creative Planning
Kansas
$702K +$35.3K +1,291 +5%
P
25
&Partners
Tennessee
$669K +$74.2K +2,709 +13%

ETO Hedge Fund Activity: Q3 2025 in Review

71 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q3 2025, worth a combined $86.1M — up 2.6% from $83.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETO positions and 4 closed out — a net gain of 8 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.3M. The largest seller was 1607 Capital Partners, cutting an estimated $936K.

  • 71 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q3 2025, up from 63 in Q2 2025.
  • Funds reported $86.1M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q3 2025, up 2.6% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q3 2025 and 4 closed out, a net change of +8 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q3 2025 was Guggenheim Capital, an estimated $1.3M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q3 2025 was 1607 Capital Partners, an estimated $936K sold.

Based on aggregated 13F filings for Q3 2025.