AGD

abrdn Global Dynamic Dividend Fund
AGD

Overview Fund Activity

65 hedge funds and large institutions have $48.6M invested in abrdn Global Dynamic Dividend Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$6.59M
2
Raymond James Financial
Raymond James Financial
Florida
+$705K
3
NAS
NWF Advisory Services
California
+$325K
4
Bank of America
Bank of America
North Carolina
+$320K
5
OC
Oppenheimer & Co
New York
+$300K

Top Sellers

1
CW
Curio Wealth
Maryland
-$9.79M
2
KIM
Karpus Investment Management
New York
-$2.97M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.85M
4
SCM
Saba Capital Management
New York
-$1.68M
5
AAM
Advisors Asset Management
Colorado
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$357K -$20.7K -2,074 -5%
NAS
27
NWF Advisory Services
California
$325K +$325K +32,657 New
OC
28
Oppenheimer & Co
New York
$300K +$300K +30,143 New
Invesco
29
Invesco
Georgia
$239K -$2.31K -232 -1%
EW
30
Entruity Wealth
California
$230K – – –
UPS
31
UHLMANN PRICE SECURITIES
Illinois
$225K +$9.59K +963 +4%
BCM
32
Brookstone Capital Management
Illinois
$185K – – –
A
33
Argentarii
Ohio
$180K -$26.1K -2,619 -13%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$155K +$155K +15,585 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$155K +$28.1K +2,826 +22%
SLC
36
Second Line Capital
Louisiana
$148K +$847 +85 +0.6%
ACA
37
Aptus Capital Advisors
Alabama
$148K +$847 +85 +0.6%
Truist Financial
38
Truist Financial
North Carolina
$137K +$137K +14,184 New
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$132K -$5.87K -589 -4%
KFA
40
Kapstone Financial Advisors
Ohio
$131K – – –
NPFS
41
Novak & Powell Financial Services
Florida
$126K +$5.34K +536 +4%
WS
42
Wedbush Securities
California
$115K – – –
Stifel Financial
43
Stifel Financial
Missouri
$114K – – –
CL
44
CSS LLC
Illinois
$103K -$80.7K -8,102 -44%
WAM
45
WNY Asset Management
New York
$100K – – –
SW
46
SkyOak Wealth
Michigan
$99.6K – – –
SWM
47
Spire Wealth Management
Virginia
$92.3K -$3.61K -362 -4%
Comerica Bank
48
Comerica Bank
Texas
$83.6K -$259 -26 -0.3%
CA
49
CoreCap Advisors
Michigan
$62K +$11.7K +1,171 +23%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$37.8K +$289 +29 +0.8%
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