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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

70 hedge funds and large institutions have $97.6M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $86.1M → $97.6M (+$11.5M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.69% more ownership

Funds ownership: 19.06% → 19.75% (+0.69%)

1% less funds holding

Funds holding: 71 → 70 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.56M
2
APA
Astoria Portfolio Advisors
New York
+$1.18M
3
P
&Partners
Tennessee
+$1.04M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$711K
5
1CP
1607 Capital Partners
Virginia
+$535K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$1.06M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$642K
3
Wells Fargo
Wells Fargo
California
-$587K
4
KIM
Karpus Investment Management
New York
-$348K
5
Two Sigma Investments
Two Sigma Investments
New York
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$18.6M -$348K -12,219 -2%
1CP
2
1607 Capital Partners
Virginia
$7.27M +$535K +18,808 +9%
AAM
3
Advisors Asset Management
Colorado
$5.46M +$213K +7,484 +4%
Morgan Stanley
4
Morgan Stanley
New York
$5.02M +$523K +18,382 +12%
CA
5
Cornerstone Advisors
North Carolina
$4.81M -$1.06M -37,226 -19%
GC
6
Guggenheim Capital
Illinois
$4.79M +$1.56M +54,771 +53%
FHA
7
Flagship Harbor Advisors
Massachusetts
$3.98M +$24K +844 +0.6%
LPL Financial
8
LPL Financial
California
$3.9M +$45K +1,581 +1%
First Trust Advisors
9
First Trust Advisors
Illinois
$3.56M -$37.3K -1,312 -1%
SFS
10
Shaker Financial Services
Virginia
$3.46M +$480K +16,864 +17%
Wells Fargo
11
Wells Fargo
California
$2.8M -$587K -20,621 -18%
Bank of America
12
Bank of America
North Carolina
$2.48M -$160K -5,620 -6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$2.14M -$48K -1,689 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.93M +$910 +32 +0.1%
Raymond James Financial
15
Raymond James Financial
Florida
$1.91M -$54K -1,897 -3%
P
16
&Partners
Tennessee
$1.84M +$1.04M +36,485 +150%
Ameriprise
17
Ameriprise
Minnesota
$1.79M +$29.4K +1,033 +2%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$1.75M -$642K -22,576 -28%
FAM
19
Formidable Asset Management
Ohio
$1.51M -$121K -4,259 -7%
Stifel Financial
20
Stifel Financial
Missouri
$1.34M +$19.6K +689 +2%
APA
21
Astoria Portfolio Advisors
New York
$1.25M +$1.18M +41,593 New
UBS Group
22
UBS Group
Switzerland
$932K +$103K +3,636 +13%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$925K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$841K +$114K +4,006 +17%
Creative Planning
25
Creative Planning
Kansas
$765K -$7.99K -281 -1%
1
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ETO Hedge Fund Activity: Q4 2025 in Review

70 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q4 2025, worth a combined $97.6M — up 13% from $86.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETO and 8 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 28 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.56M. The largest seller was Cornerstone Advisors, cutting an estimated $1.06M.

  • 70 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q4 2025, down from 71 in Q3 2025.
  • Funds reported $97.6M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q4 2025, up 13% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q4 2025 and 9 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q4 2025 was Guggenheim Capital, an estimated $1.56M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2025.