ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

109 hedge funds and large institutions have $414M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+20
Holders Change %
+22.47%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
27
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$233M
2
KIM
2
Karpus Investment Management
New York
$7.7M
3
SFS
3
Shaker Financial Services
Virginia
$3.82M
4
WAM
4
Wolverine Asset Management
Illinois
$2.45M
5
WAM
5
Weiss Asset Management
Massachusetts
$1.38M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.5M
3
Cohen & Steers
3
Cohen & Steers
New York
$6.26M
4
Wells Fargo
4
Wells Fargo
California
$4.33M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.37M +$1.03K +68 +0.1%
EC
27
Elequin Capital
New York
$1.31M +$1.31M +86,483 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.28M +$265K +17,583 +26%
Ameriprise
29
Ameriprise
Minnesota
$1.24M +$107K +7,093 +9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.14M -$86.8K -5,746 -7%
Stifel Financial
31
Stifel Financial
Missouri
$947K +$220K +14,568 +30%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$791K -$104K -6,920 -12%
Edgewood Management
33
Edgewood Management
Connecticut
$634K +$151K +10,000 +31%
LCM
34
Landscape Capital Management
New Jersey
$630K +$630K +41,746 New
MML Investors Services
35
MML Investors Services
Massachusetts
$573K -$56.4K -3,735 -9%
FAM
36
Formidable Asset Management
Ohio
$488K – – –
CAN
37
Cetera Advisor Networks
California
$470K +$87.5K +5,795 +23%
KPWS
38
Kestra Private Wealth Services
Texas
$463K -$7.31K -484 -2%
SFS
39
Sowell Financial Services
Arkansas
$432K -$34.6K -2,290 -7%
KWM
40
Kingsview Wealth Management
Oregon
$418K -$18.1K -1,200 -4%
GLA
41
Good Life Advisors
Pennsylvania
$404K +$3.53K +234 +0.9%
SWM
42
Silverlake Wealth Management
Vermont
$401K – – –
PVM
43
Palogic Value Management
Texas
$355K +$355K +23,500 New
HighTower Advisors
44
HighTower Advisors
Illinois
$336K +$6.04K +400 +2%
BRWA
45
B. Riley Wealth Advisors
Florida
$333K +$10.7K +709 +3%
SWP
46
Stratos Wealth Partners
Ohio
$323K -$60 -4 -0%
1WA
47
180 Wealth Advisors
Washington
$322K +$958 +58 +0.3%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$320K +$18.8K +1,244 +6%
COLIM
49
City of London Investment Management
United Kingdom
$299K +$299K +19,787 New
IA
50
IFP Advisors
Florida
$296K +$42K +2,482 +17%
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