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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

110 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

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

131% more capital invested

Capital invested by funds: $179M → $414M (+$235M)

22% more funds holding

Funds holding: 90 → 110 (+20)

0.22% more ownership

Funds ownership: 15.53% → 15.75% (+0.22%)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
110
Holders Change
+20
Holders Change %
+22.22%
% of All Funds
1.77%
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

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$7.95M
2
SFS
Shaker Financial Services
Virginia
+$3.63M
3
WAM
Wolverine Asset Management
Illinois
+$2.53M
4
WAM
Weiss Asset Management
Massachusetts
+$1.43M
5
EC
Elequin Capital
New York
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.26M
2
Morgan Stanley
Morgan Stanley
New York
-$7.3M
3
Cohen & Steers
Cohen & Steers
New York
-$1.69M
4
Wells Fargo
Wells Fargo
California
-$1.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.37M +$1.06K +68 +0.1%
EC
27
Elequin Capital
New York
$1.31M +$1.35M +86,483 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.28M +$274K +17,583 +26%
Ameriprise
29
Ameriprise
Minnesota
$1.24M +$111K +7,093 +9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.14M -$89.6K -5,746 -7%
Stifel Financial
31
Stifel Financial
Missouri
$947K +$227K +14,568 +30%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$791K -$108K -6,920 -12%
Edgewood Management
33
Edgewood Management
Connecticut
$634K +$156K +10,000 +31%
LCM
34
Landscape Capital Management
New Jersey
$630K +$651K +41,746 New
MML Investors Services
35
MML Investors Services
Massachusetts
$573K -$58.2K -3,735 -9%
FAM
36
Formidable Asset Management
Ohio
$488K – – –
CAN
37
Cetera Advisor Networks
California
$470K +$90.3K +5,795 +23%
KPWS
38
Kestra Private Wealth Services
Texas
$463K -$7.54K -484 -2%
SFS
39
Sowell Financial Services
Arkansas
$432K -$35.7K -2,290 -7%
KWM
40
Kingsview Wealth Management
Oregon
$418K -$18.7K -1,200 -4%
GLA
41
Good Life Advisors
Pennsylvania
$404K +$3.65K +234 +0.9%
SWM
42
Silverlake Wealth Management
Vermont
$401K – – –
PVM
43
Palogic Value Management
Texas
$355K +$366K +23,500 New
HighTower Advisors
44
HighTower Advisors
Illinois
$336K +$6.24K +400 +2%
BRWA
45
B. Riley Wealth Advisors
Florida
$333K +$11.1K +709 +3%
SWP
46
Stratos Wealth Partners
Ohio
$323K -$62 -4 -0%
1WA
47
180 Wealth Advisors
Washington
$322K +$904 +58 +0.3%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$320K +$19.4K +1,244 +6%
COLIM
49
City of London Investment Management
United Kingdom
$299K +$308K +19,787 New
IA
50
IFP Advisors
Florida
$296K +$38.7K +2,482 +17%
1
2
3 4 5

ETG Hedge Fund Activity: Q4 2022 in Review

110 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2022, worth a combined $414M — up 131% from $179M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ETG positions and 5 closed out — a net gain of 24 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.95M. The largest seller was Bank of America, cutting an estimated $8.26M.

  • 110 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $414M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2022, up 131% quarter-over-quarter.
  • 29 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2022 and 5 closed out, a net change of +24 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $7.95M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2022 was Bank of America, an estimated $8.26M sold.

Based on aggregated 13F filings for Q4 2022.