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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

89 hedge funds and large institutions have $194M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

13% more funds holding

Funds holding: 79 → 89 (+10)

6% more capital invested

Capital invested by funds: $184M → $194M (+$10.2M)

0.23% more ownership

Funds ownership: 16.89% → 17.11% (+0.23%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
30
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$4.42M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.77M
3
AA
AQR Arbitrage
Connecticut
+$988K
4
Cohen & Steers
Cohen & Steers
New York
+$732K
5
LPL Financial
LPL Financial
California
+$585K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$2.31M
2
UBS Group
UBS Group
Switzerland
-$998K
3
KIM
Karpus Investment Management
New York
-$915K
4
RJA
Raymond James & Associates
Florida
-$643K
5
OC
Oppenheimer & Co
New York
-$538K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.16M +$48.4K +3,205 +4%
Ameriprise
27
Ameriprise
Minnesota
$1.13M +$211K +13,947 +22%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$1.02M +$1.25K +83 +0.1%
OC
29
Oppenheimer & Co
New York
$1.02M -$538K -35,609 -34%
MML Investors Services
30
MML Investors Services
Massachusetts
$891K +$15.9K +1,055 +2%
SG
31
StoneX Group
New York
$853K -$39.2K -2,596 -4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$758K -$498K -32,982 -39%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$610K -$392K -25,920 -39%
KPWS
34
Kestra Private Wealth Services
Texas
$580K +$590K +39,038 New
Stifel Financial
35
Stifel Financial
Missouri
$555K +$61.2K +4,048 +12%
COLIM
36
City of London Investment Management
United Kingdom
$538K +$244K +16,164 +81%
Invesco
37
Invesco
Georgia
$475K -$478K -31,660 -50%
KWM
38
Kingsview Wealth Management
Oregon
$422K -$46.8K -3,100 -10%
GLA
39
Good Life Advisors
Pennsylvania
$362K +$2.58K +171 +0.7%
1WA
40
180 Wealth Advisors
Washington
$343K +$3.82K +253 +1%
QWM
41
QP Wealth Management
New Jersey
$332K – – –
HighTower Advisors
42
HighTower Advisors
Illinois
$321K -$29.3K -1,937 -8%
SWP
43
Stratos Wealth Partners
Ohio
$312K -$3.48K -230 -1%
TFCP
44
Twin Focus Capital Partners
Massachusetts
$290K – – –
LCM
45
Landscape Capital Management
New Jersey
$271K +$275K +18,215 New
CAN
46
Cetera Advisor Networks
California
$256K +$28K +1,853 +12%
Edgewood Management
47
Edgewood Management
Connecticut
$253K – – –
NAMP
48
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$247K -$12.4K -820 -5%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$242K +$151 +10 +0.1%
FAIM
50
Financial Advocates Investment Management
Washington
$233K +$9.29K +615 +4%
1
2
3 4

ETG Hedge Fund Activity: Q3 2020 in Review

89 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q3 2020, worth a combined $194M — up 5.6% from $184M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETG positions and 3 closed out — a net gain of 10 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $4.42M. The largest seller was Shaker Financial Services, cutting an estimated $2.31M.

  • 89 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q3 2020, up from 79 in Q2 2020.
  • Funds reported $194M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q3 2020, up 5.6% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q3 2020 and 3 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q3 2020 was 1607 Capital Partners, an estimated $4.42M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q3 2020 was Shaker Financial Services, an estimated $2.31M sold.

Based on aggregated 13F filings for Q3 2020.