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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

125 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

0.27% less ownership

Funds ownership: 18.62%18.35% (-0.27%)

2% less funds holding

Funds holding: 127125 (-2)

14% less capital invested

Capital invested by funds: $328M → $282M (-$46.4M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
38
Reduced
27
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.24M -$63.3K -2,825 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.94M +$79.2K +3,532 +4%
LOPW
28
Live Oak Private Wealth
North Carolina
$1.86M
AWA
29
Arkadios Wealth Advisors
Georgia
$1.79M +$1.99M +88,776 New
WWMSC
30
Wagner Wealth Management (South Carolina)
South Carolina
$1.72M -$9.84K -439 -0.5%
Edgewood Management
31
Edgewood Management
Connecticut
$1.65M
RAM
32
Readystate Asset Management
Illinois
$1.62M +$1.81M +80,717 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$1.43M +$1.59M +71,082 New
Goldman Sachs
34
Goldman Sachs
New York
$1.25M +$22K +981 +2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.12M -$521K -23,236 -30%
PFO
36
PMG Family Office
Texas
$993K +$13.8K +616 +1%
P
37
&Partners
Tennessee
$929K +$87.5K +3,903 +9%
KAS
38
Kestra Advisory Services
Texas
$918K +$154K +6,865 +18%
PI
39
PFG Investments
New York
$783K +$3.63K +162 +0.4%
Stifel Financial
40
Stifel Financial
Missouri
$707K +$135 +6 +0%
1W
41
1776 Wealth
Georgia
$646K
JIC
42
Joel Isaacson & Co
New York
$622K +$5.96K +266 +0.9%
MFG
43
Merit Financial Group
Georgia
$599K
HighTower Advisors
44
HighTower Advisors
Illinois
$595K +$257K +11,451 +63%
FG
45
Fairman Group
Pennsylvania
$575K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$550K +$183K +8,172 +43%
CIA
47
Concurrent Investment Advisors
Florida
$543K +$2K +89 +0.3%
KA
48
Kovack Advisors
Florida
$543K +$20.1K +895 +3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$510K +$360K +16,070 +173%
KPWS
50
Kestra Private Wealth Services
Texas
$507K +$6.57K +293 +1%