AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

59 hedge funds and large institutions have $49.6M invested in abrdn Global Dynamic Dividend Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$4.12M
2
Bank of America
2
Bank of America
North Carolina
$6.01M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.16M
4
IAIM
4
International Assets Investment Management
Florida
$663K
5
PCM
5
Penserra Capital Management
California
$7.53M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.62M
2
Wells Fargo
2
Wells Fargo
California
$3.08M
3
AAM
3
Advisors Asset Management
Colorado
$1.26M
4
SIA
4
Sit Investment Associates
Minnesota
$0
5
AIA
5
Absolute Investment Advisers
Florida
$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$265K -$431 -39 -0.2%
UPS
27
UHLMANN PRICE SECURITIES
Illinois
$257K +$7.76K +703 +3%
EW
28
Entruity Wealth
California
$255K – – –
BCM
29
Brookstone Capital Management
Illinois
$205K – – –
KFA
30
Kapstone Financial Advisors
Ohio
$199K +$54.1K +4,900 +37%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$179K +$7.49K +678 +4%
ACA
32
Aptus Capital Advisors
Alabama
$165K +$684 +62 +0.4%
SLC
33
Second Line Capital
Louisiana
$165K +$684 +62 +0.4%
KA
34
Kovack Advisors
Florida
$160K +$160K +14,463 New
Truist Financial
35
Truist Financial
North Carolina
$147K – – –
NPFS
36
Novak & Powell Financial Services
Florida
$144K +$4.7K +426 +3%
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K -$8.8K -797 -6%
XT
38
XTX Topco
Cayman Islands
$135K +$135K +12,199 New
Stifel Financial
39
Stifel Financial
Missouri
$126K – – –
WS
40
Wedbush Securities
California
$119K -$7.54K -685 -6%
OBWG
41
Onyx Bridge Wealth Group
New York
$114K +$114K +10,366 New
SWM
42
Spire Wealth Management
Virginia
$106K +$3.2K +290 +3%
Comerica Bank
43
Comerica Bank
Texas
$92.6K – – –
CA
44
CoreCap Advisors
Michigan
$69.5K +$806 +73 +1%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$47K +$5.15K +466 +12%
AAG
46
Armstrong Advisory Group
Massachusetts
$31.9K +$1.94K +176 +6%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
AAS
48
Ameritas Advisory Services
Nebraska
$22.1K +$22.1K +2,000 New
MA
49
MCF Advisors
Kentucky
$18.9K – – –
FFA
50
Farther Finance Advisors
California
$12.1K – – –
1
2
3