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ETO

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO

67 hedge funds and large institutions have $83.6M invested in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

0.68% less ownership

Funds ownership: 19.75% → 19.07% (-0.68%)

4% less funds holding

Funds holding: 70 → 67 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less capital invested

Capital invested by funds: $97.6M → $83.6M (-$13.9M)

Holders
67
Holders Change
-3
Holders Change %
-4.29%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$1.4M
2
SFS
Shaker Financial Services
Virginia
+$1.08M
3
KIM
Karpus Investment Management
New York
+$968K
4
GC
Guggenheim Capital
Illinois
+$714K
5
RAM
Readystate Asset Management
Illinois
+$545K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$4.81M
2
AAM
Advisors Asset Management
Colorado
-$1.66M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$755K
4
Corient Private Wealth
Corient Private Wealth
Florida
-$727K
5
Invesco
Invesco
Georgia
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$17.2M +$968K +33,068 +5%
1CP
2
1607 Capital Partners
Virginia
$6.55M +$189K +6,470 +3%
GC
3
Guggenheim Capital
Illinois
$4.85M +$714K +24,383 +15%
Morgan Stanley
4
Morgan Stanley
New York
$4.57M +$180K +6,135 +4%
SFS
5
Shaker Financial Services
Virginia
$4.03M +$1.08M +37,059 +33%
FHA
6
Flagship Harbor Advisors
Massachusetts
$3.55M +$55.4K +1,891 +1%
First Trust Advisors
7
First Trust Advisors
Illinois
$3.47M +$379K +12,940 +11%
LPL Financial
8
LPL Financial
California
$3.33M -$109K -3,711 -3%
AAM
9
Advisors Asset Management
Colorado
$3.28M -$1.66M -56,680 -31%
Bank of America
10
Bank of America
North Carolina
$2.66M +$533K +18,220 +22%
Wells Fargo
11
Wells Fargo
California
$2.42M -$42.8K -1,463 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$1.76M +$87.8K +2,999 +5%
P
13
&Partners
Tennessee
$1.74M +$133K +4,551 +7%
FAM
14
Formidable Asset Management
Ohio
$1.57M -$80.2K -2,740 -5%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$1.54M +$2.34K +80 +0.1%
Ameriprise
16
Ameriprise
Minnesota
$1.5M -$65K -2,221 -4%
APA
17
Astoria Portfolio Advisors
New York
$1.47M +$251K +8,575 +21%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.44M -$282K -9,643 -15%
WAM
19
Wolverine Asset Management
Illinois
$1.28M +$1.4M +47,873 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$1.25M -$755K -25,786 -36%
Stifel Financial
21
Stifel Financial
Missouri
$1.13M -$46.7K -1,595 -4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$892K +$87.8K +3,000 +10%
UBS Group
23
UBS Group
Switzerland
$733K -$93.8K -3,204 -10%
Creative Planning
24
Creative Planning
Kansas
$719K +$52.5K +1,793 +7%
Osaic Holdings
25
Osaic Holdings
Arizona
$652K -$95.1K -3,249 -12%
1
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ETO Hedge Fund Activity: Q1 2026 in Review

67 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) for Q1 2026, worth a combined $83.6M — down 14% from $97.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETO and 8 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 28 added.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.4M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $4.81M sold.

  • 67 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) as of Q1 2026, down from 70 in Q4 2025.
  • Funds reported $83.6M of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock for Q1 2026, down 14% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund positions in Q1 2026 and 9 closed out, a net change of -1 holder.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund buyer in Q1 2026 was Wolverine Asset Management, an estimated $1.4M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2026.