ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

106 hedge funds and large institutions have $303M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
29
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBCM
1
Heron Bay Capital Management
Michigan
$6.58M
2
SPIA
2
Steward Partners Investment Advisory
New York
$3.6M
3
PFA
3
Presper Financial Architects
Ohio
$972K
4
P
4
&Partners
Tennessee
$680K
5
CAM
5
Cresset Asset Management
Illinois
$553K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$16.2M
2
SFS
2
Shaker Financial Services
Virginia
$534K
3
AA
3
AQR Arbitrage
Connecticut
$2.24M
4
1CP
4
1607 Capital Partners
Virginia
$869K
5
GC
5
Guggenheim Capital
Illinois
$5.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52M 2,483,038 -18,279 -0.7%
UBS Group
2
UBS Group
Switzerland
$48M 2,290,367 +151 +0%
Bank of America
3
Bank of America
North Carolina
$28M 1,337,856 +11,560 +0.9%
CA
4
Cornerstone Advisors
North Carolina
$25M 1,195,167 – –
KIM
5
Karpus Investment Management
New York
$16.2M 774,459 -442,454 -36%
Wells Fargo
6
Wells Fargo
California
$14.1M 673,934 -10,614 -2%
MGAM
7
McGowan Group Asset Management
Texas
$13M 621,455 +1,126 +0.2%
LPL Financial
8
LPL Financial
California
$7.26M 346,647 +14,186 +4%
Cohen & Steers
9
Cohen & Steers
New York
$6.62M 316,120 – –
HBCM
10
Heron Bay Capital Management
Michigan
$6.58M 314,167 +314,167 New
AAM
11
Advisors Asset Management
Colorado
$6.22M 297,258 -14,267 -5%
Ameriprise
12
Ameriprise
Minnesota
$5.39M 257,379 -6,053 -2%
GC
13
Guggenheim Capital
Illinois
$5.05M 240,960 -45,515 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.8M 229,289 +5,420 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.78M 228,311 +14,578 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$4.58M 218,521 +1,835 +0.8%
First Trust Advisors
17
First Trust Advisors
Illinois
$3.63M 173,561 -7,917 -4%
SPIA
18
Steward Partners Investment Advisory
New York
$3.6M 171,799 +77,601 +82%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.55M 169,718 -704 -0.4%
WA
20
WealthTrust Axiom
Pennsylvania
$2.69M 128,344 +2,665 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.63M 125,729 +13,182 +12%
BPA
22
Beacon Pointe Advisors
California
$2.3M 110,000 – –
AA
23
AQR Arbitrage
Connecticut
$2.24M 106,749 -125,685 -54%
WWM
24
Wagner Wealth Management
South Carolina
$1.95M 92,941 +414 +0.4%
LOPW
25
Live Oak Private Wealth
North Carolina
$1.93M 92,351 – –
1
2 3 4 5