ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

102 hedge funds and large institutions have $269M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
32
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$9.58M
2
SFS
Shaker Financial Services
Virginia
$3.34M
3
HBCM
Heron Bay Capital Management
Michigan
$6.11M
4
WWM
Wagner Wealth Management
South Carolina
$729K
5
SG
StoneX Group
New York
$1.73M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
COLIM
City of London Investment Management
United Kingdom
$862K
3
RCM
Rivernorth Capital Management
Florida
$0
4
Bank of America
Bank of America
North Carolina
$21.8M
5
Cohen & Steers
Cohen & Steers
New York
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
26
Live Oak Private Wealth
North Carolina
$1.78M – – –
SG
27
StoneX Group
New York
$1.73M +$647K +33,859 +59%
Ameriprise
28
Ameriprise
Minnesota
$1.3M +$96.3K +5,044 +8%
Invesco
29
Invesco
Georgia
$1.29M +$528K +27,640 +69%
Truist Financial
30
Truist Financial
North Carolina
$1.19M -$11.6K -605 -1%
MML Investors Services
31
MML Investors Services
Massachusetts
$875K -$109K -5,708 -11%
COLIM
32
City of London Investment Management
United Kingdom
$862K -$2.52M -132,047 -75%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$808K +$9.81K +513 +1%
Stifel Financial
34
Stifel Financial
Missouri
$747K -$48.3K -2,529 -6%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$736K -$254K -13,300 -26%
WWM
36
Wagner Wealth Management
South Carolina
$729K +$729K +38,210 New
FAM
37
Formidable Asset Management
Ohio
$674K – – –
PGWM
38
Parisi Gray Wealth Management
New Jersey
$640K -$152K -7,983 -19%
OC
39
Oppenheimer & Co
New York
$579K -$408K -21,356 -41%
KWM
40
Kingsview Wealth Management
Oregon
$525K -$11.3K -600 -2%
LWM
41
Laidlaw Wealth Management
New York
$472K +$472K +24,742 New
GLA
42
Good Life Advisors
Pennsylvania
$467K +$2.82K +148 +0.6%
1WA
43
180 Wealth Advisors
Washington
$451K -$2.11K -103 -0.5%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$446K +$134K +7,013 +43%
HighTower Advisors
45
HighTower Advisors
Illinois
$422K +$3.79K +200 +0.9%
KPWS
46
Kestra Private Wealth Services
Texas
$415K +$30.1K +1,580 +8%
QWM
47
QP Wealth Management
New Jersey
$414K – – –
DWM
48
Denver Wealth Management
Colorado
$393K +$393K +19,086 New
SWP
49
Stratos Wealth Partners
Ohio
$390K -$2.87K -150 -0.7%
BRWA
50
B. Riley Wealth Advisors
Florida
$369K +$53.8K +2,810 +17%
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