ETO Eaton Vance Tax-Advantaged Global Div Oppor. Fund

XNYS
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

ETO — —
Key stats
About
Exchange
XNYS
Market Cap
$0.5B
List Date
2004-04-28
CIK
0001281926
Homepage
https://www.eatonvance.com

Eaton Vance Tax-advtgd Global Divid Oppo is a diversified, closed-end management investment company. Its investment objective is to provide a high level of after-tax total return consisting of tax-advantaged dividend income and capital appreciation. The fund pursues its objective by investing in dividend-paying common and preferred stocks. The portfolio of investments consists of capital markets, chemicals, diversified, beverages, banks, electric utilities, oil, gas, and consumable fuels, personal products, and other areas.

Fund profile
International Equity Global Eaton Vance Global
Expense ratio
—
Assets
$493M
shares × price, Oct 26, 2026
Trailing yield
—
Average daily volume
$649K
30 sessions
Holdings
—
Listed
Apr 28, 2004
NYSE
FrenzyCap ETF score
43
how it is built
Costn/a
Liquidity27
Scale63
Diversificationn/a

Moves with. US large-cap stocks (60% of its variance, beta 0.94); Value over growth (5% of its variance, beta -0.09); Developed markets ex-US over US (4% of its variance, beta 0.37). These factors explain 68% of its daily moves over the last year.

Overlap toolAll Global ETFs

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CGGOCapital Group Global Growth Equity ETF—0.47%$11.6B+8.6%compare
IOOiShares Global 100 ETF—0.40%$9.2B+18.0%compare
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The largest other funds in the Global category.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-1.48%-8.05%8.73%2.05%2.15%2.64%1.01%
Feb0.80%-6.89%-5.53%1.54%-0.74%-0.98%-1.97%
Mar2.06%7.30%2.07%0.77%-3.00%-11.70%-0.42%
Apr8.95%-18.98%-0.18%-2.10%-1.70%9.02%-0.83%
May-0.96%1.18%-0.71%4.49%5.64%3.34%2.16%
Jun0.79%-11.81%2.73%1.11%3.78%-0.39%-0.63%
Jul1.30%24.92%2.97%1.39%0.62%0.45%5.28%
Aug7.89%-17.58%-2.35%3.54%3.43%1.83%-0.54%
Sep-6.69%-13.62%-6.65%3.43%1.44%-3.93%-4.34%
Oct6.91%8.12%-4.23%-3.50%2.01%0.40%*1.62%
Nov-7.88%0.82%10.68%3.19%2.31%--1.82%
Dec7.12%-5.89%3.32%-3.59%4.62%--1.12%
Total18.59%-39.41%9.73%12.58%22.18%-0.64%3.84%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $30.25
SMA 50: $30.77
SMA 200: $30.07
Current: $30.10
EMA 12: $30.21
EMA 26: $30.36
MACD: -0.1532 | Signal: 0.0065
BEARISH
ADX (14): 8.35
RANGE
+DI: 18.56
−DI: 18.60

Momentum Oscillators

RSI (14): 44.40
NEUTRAL
Stoch %K: 20.69
Stoch %D: 33.23
Williams %R: -68.45

Volume & Volatility

BB Upper: $30.58
BB Lower: $29.91
NEUTRAL
OBV: 1,321,322
Vol SMA 20: 22,281
Vol ROC: -8.52%
ATR: $0.40
True Range: $0.30
HV 20: 11.3%
HV 30: 11.6%
HV 60: 11.2%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis

Here is the stock analysis report for ETO:

Executive Summary

Overall assessment: NEUTRAL with a confidence level of 6/10.

Key drivers and primary risks:

  • The stock has been range-bound, with no clear trend direction.
  • The recent news headlines have been neutral, providing no significant catalysts.
  • The technical indicators suggest moderate volatility, with the MACD indicating bullish momentum.

Investment thesis: ETO is a moderately volatile stock that may be worth considering for investors seeking income. However, the lack of clear trend direction and the recent neutral sentiment make it difficult to determine if the stock will continue its current range-bound behavior or break out in either direction.

Recent news sentiment impact: The recent news headlines have been neutral, with no significant catalysts affecting the stock's price movement. Therefore, there is no material impact on the analysis.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): NEUTRAL
  • Medium-term (1-3 months): NEUTRAL
  • Long-term (3-12 months): BEARISH

Support/Resistance Levels:

  • SMA 20: $31.74
  • SMA 50: $31.14
  • SMA 200: $29.83
  • Upper Bollinger Band: $32.23

Momentum Signals:

  • RSI: 51.57 (neutral)
  • MACD: Bullish momentum with a positive crossover above the signal line.
  • Bollinger Bands: The price is currently in the middle of the bands, indicating neutral momentum.

Volume Analysis:

  • Volume SMA 20: 18579.85
  • On-Balance Volume (OBV): 1532661.84
  • Volume Rate of Change: -40.99%

News & Sentiment Analysis

Recent Headlines Summary:

The recent news headlines have been neutral, with no significant catalysts affecting the stock's price movement.

Sentiment Assessment: NEUTRAL

Catalyst Identification:

There are no upcoming earnings or product launches that could significantly impact the stock's price movement. However, investors may want to keep an eye on any changes in the interest rate environment or broader market trends that could affect the stock's performance.

Market Narrative:

The recent neutral sentiment and lack of clear trend direction suggest a market narrative that is driven by macroeconomic factors rather than company-specific news.

Risk & Volatility Assessment

Beta Interpretation: The stock has a beta of 0.96, indicating moderate volatility relative to the broader market.

Volatility Regime: The current volatility regime is characterized as moderate, with the True Range and Average True Range (ATR) both suggesting a relatively stable price environment.

Options Market Signals:

There is no options data available for analysis.

Downside Protection:

The support levels provided by the SMAs and Bollinger Bands suggest that there may be some downside protection in place. However, investors should still be aware of the potential risks associated with investing in a moderately volatile stock like ETO.

Market Context & Positioning

Sector Performance: The sector has been performing relatively well, with the industry group showing moderate growth.

Institutional Activity: There is no significant institutional activity that could impact the stock's price movement.

Correlation Analysis:

The stock has a correlation of 0.78 with the broader market, suggesting that it generally follows market trends.

Relative Valuation:

ETO is trading within its historic range, with no clear signs of overvaluation or undervaluation. However, investors should still consider the potential risks associated with investing in a moderately volatile stock like ETO.

Key Levels & Action Items

Critical Price Levels: The SMAs and Bollinger Bands provide support levels that could be monitored for potential buying opportunities.

Breakout/Breakdown Levels:

  • SMA 20: $31.74
  • Upper Bollinger Band: $32.23

Time-Sensitive Catalysts:

There are no time-sensitive catalysts that could significantly impact the stock's price movement in the short term.

Risk Management:

Investors should consider using stop-loss levels and position sizing considerations to manage their risk exposure when investing in ETO.

Generated
News
All ETO news →
Showing 1–10 of 18
Page 1 of 2

ETO Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.9757
Alpha: -4.48%
Correlation: 0.7865
R-Squared: 61.9%
Stock Volatility: 15.8%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own ETO
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Rockefeller Capital Management Family office
Rockefeller family
$1.0M
0.00%
#1676 of 47290.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

ETO Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

73 filers3,437,184 shares$105.71M value
# Filer Shares Value % of Total % of Float Period
1 Karpus Management, Inc. 699,132 $21.58M 20.42% — 2026-06-30
2 1607 Capital Partners, LLC 295,263 $9.11M 8.62% — 2026-06-30
3 GUGGENHEIM CAPITAL LLC 212,936 $6.57M 6.22% — 2026-06-30
4 Morgan Stanley Custodian 183,536 $5.67M 5.36% — 2026-06-30
5 FLAGSHIP HARBOR ADVISORS, LLC 143,043 $4.42M 4.18% — 2026-06-30
6 First Trust Advisors LP 129,129 $3.99M 3.77% — 2026-06-30
7 Advisory Solutions Group, LLC 127,461 $3.86M 3.65% — 2026-09-30
8 LPL Financial LLC Custodian 117,929 $3.64M 3.44% — 2026-06-30
9 Wells Fargo & Company Custodian 107,277 $3.31M 3.13% — 2026-06-30
10 Bank of America Corp Custodian 98,884 $3.05M 2.89% — 2026-06-30
11 Advisors Asset Management, Inc. 96,662 $2.98M 2.82% — 2026-06-30
12 WOLVERINE ASSET MANAGEMENT LLC 83,526 $2.58M 2.44% — 2026-06-30
13 Shaker Financial Services, LLC 73,567 $2.23M 2.11% — 2026-09-30
14 &PARTNERS 70,107 $2.16M 2.05% — 2026-06-30
15 Raymond James Financial, Inc. Custodian 63,634 $1.96M 1.86% — 2026-06-30
16 Hennion & Walsh Asset Management, Inc. 58,317 $1.77M 1.67% — 2026-09-30
17 Ameriprise Financial, Inc. Custodian 56,615 $1.75M 1.65% — 2026-06-30
18 Stifel Financial Corp Custodian 52,501 $1.62M 1.53% — 2026-06-30
19 Astoria Portfolio Advisors LLC. 51,082 $1.58M 1.49% — 2026-06-30
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,735 $1.38M 1.31% — 2026-09-30
21 Formidable Asset Management, LLC 48,973 $1.31M 1.23% — 2026-06-30
22 OSAIC HOLDINGS, INC. Custodian 34,270 $1.06M 1.00% — 2026-06-30
23 Rockefeller Capital Management L.P. Custodian 33,473 $1.03M 0.98% — 2026-06-30
24 Royal Bank of Canada Custodian 32,158 $993.00K 0.94% — 2026-06-30
25 COHEN & STEERS, INC. 30,000 $926.00K 0.88% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

ETO Insider Trading (Form 4)

Latest: 2025-12-04
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2025-12-04 Derek DiGregorio Mixed −1,046 $28.98 -$30.3K EDGAR
2025-02-27 Derek DiGregorio Buy (P) +980 $25.98 $25.5K EDGAR
2025-02-27 Derek DiGregorio Buy (P) +20 $25.98 $520 EDGAR
2025-02-21 Keith Quinton Buy (P) +5,000 $26.10 $130.5K EDGAR
2023-08-16 Derek DiGregorio Buy (P) +2,841 $23.00 $65.3K EDGAR
2023-01-11 Keith Quinton Buy (P) +1,000 $22.09 $22.1K EDGAR
2022-12-05 John Croft — — — EDGAR
2022-12-01 Keith Quinton Sell (S) −2,000 $22.35 -$44.7K EDGAR
2022-08-12 James F Kirchner Treasurer Sell (S) −3,300 — EDGAR
2022-03-29 Keith Quinton Buy (P) +2,000 $30.24 $60.5K EDGAR
2021-07-01 Michael A Allison President — — — EDGAR
2015-07-28 Michael A Allison President Other (J) +400 $23.39 $9.4K EDGAR
2013-11-13 Judith A Saryan President — — — EDGAR
2013-10-02 Duncan W Richardson Vice President — — — EDGAR
2011-05-31 Duncan W Richardson Vice President Other (J) +3,000 $21.82 $65.5K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

ETO Insider Holdings

2 insiders · @ $30.10
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Keith Quinton 6,000 $180.6K $168.4K 4 2025-02-21
2 Derek DiGregorio 4,414 $132.9K $60.8K 4 2025-12-04
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
2 ETFs hold ETO
2 shown · $2.99M total exposure · 3.30% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 FCEF First Trust Income Opportunities ETF First Trust 3.30% $2.6M $79.2M 2026-10-23
2 CCEF Calamos CEF Income & Arbitrage ETF Nport 1.10% $372,187 — 2026-07-31
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.