ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

86 hedge funds and large institutions have $153M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
27
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$16M
2
SFS
Shaker Financial Services
Virginia
+$3.23M
3
Morgan Stanley
Morgan Stanley
New York
+$2.22M
4
BPA
Beacon Pointe Advisors
California
+$1.67M
5
UBS Group
UBS Group
Switzerland
+$1.08M

Top Sellers

1
SCP
Seizert Capital Partners
Michigan
-$3.68M
2
Bank of America
Bank of America
North Carolina
-$1.83M
3
Wells Fargo
Wells Fargo
California
-$1.15M
4
Cerity Partners
Cerity Partners
New York
-$705K
5
COLIM
City of London Investment Management
United Kingdom
-$575K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGWM
26
Parisi Gray Wealth Management
New Jersey
$737K -$105K -8,776 -12%
MML Investors Services
27
MML Investors Services
Massachusetts
$618K +$70.8K +5,923 +13%
FAM
28
Formidable Asset Management
Ohio
$436K +$436K +36,483 New
SG
29
StoneX Group
New York
$424K +$197K +16,462 +87%
AGM
30
Alpine Global Management
New York
$413K +$413K +34,525 New
Lido Advisors
31
Lido Advisors
California
$388K +$46.5K +3,898 +14%
KWM
32
Kingsview Wealth Management
Oregon
$386K +$386K +32,278 New
AAP
33
Arax Advisory Partners
Colorado
$371K +$371K +31,007 New
Stifel Financial
34
Stifel Financial
Missouri
$342K -$148K -12,397 -30%
WAM
35
Wolverine Asset Management
Illinois
$306K +$306K +25,656 New
HighTower Advisors
36
HighTower Advisors
Illinois
$288K -$15.4K -1,307 -5%
QWM
37
QP Wealth Management
New Jersey
$281K -$13.2K -1,050 -4%
GLA
38
Good Life Advisors
Pennsylvania
$272K +$9.24K +775 +4%
SWP
39
Stratos Wealth Partners
Ohio
$251K +$3.65K +305 +1%
1WA
40
180 Wealth Advisors
Washington
$249K +$26K +2,303 +12%
COLIM
41
City of London Investment Management
United Kingdom
$238K -$575K -48,320 -71%
TFCP
42
Twin Focus Capital Partners
Massachusetts
$233K +$65K +5,440 +39%
Edgewood Management
43
Edgewood Management
Connecticut
$203K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$203K +$44.4K +3,712 +28%
AA
45
AQR Arbitrage
Connecticut
$193K +$193K +16,172 New
SFPG
46
Stonebridge Financial Planning Group
Florida
$186K +$698 +54 +0.4%
AWA
47
Acorn Wealth Advisors
Michigan
$181K -$1.66K -143 -0.9%
IWM
48
IHT Wealth Management
Illinois
$172K -$15.6K -1,300 -8%
William Blair & Company
49
William Blair & Company
Illinois
$167K +$38.2K +3,200 +30%
SCA
50
Snowden Capital Advisors
New York
$163K +$1.92K +161 +1%
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