ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

99 hedge funds and large institutions have $290M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
35
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
$20.5M
2
UBS Group
UBS Group
Switzerland
$43M
3
1CP
1607 Capital Partners
Virginia
$10.8M
4
AA
AQR Arbitrage
Connecticut
$8.5M
5
Ameriprise
Ameriprise
Minnesota
$5.54M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$41.9M
2
SFS
Shaker Financial Services
Virginia
$5.54M
3
WWM
Wagner Wealth Management
South Carolina
$1.55M
4
AAM
Advisors Asset Management
Colorado
$5.61M
5
COLIM
City of London Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.96M – – –
Comerica Bank
27
Comerica Bank
Texas
$1.73M -$382K -20,906 -18%
LOPW
28
Live Oak Private Wealth
North Carolina
$1.69M – – –
LSC
29
Logan Stone Capital
Illinois
$1.64M +$204K +11,190 +14%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$1.6M -$105K -5,771 -6%
SPIA
31
Steward Partners Investment Advisory
New York
$1.55M -$3.52K -193 -0.2%
WWM
32
Wagner Wealth Management
South Carolina
$1.55M -$1.78M -97,422 -53%
Edgewood Management
33
Edgewood Management
Connecticut
$1.5M – – –
FSI
34
Flow State Investments
Illinois
$1.29M +$273K +14,934 +27%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.19M +$1.19M +64,978 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.16M +$14.6K +801 +1%
Invesco
37
Invesco
Georgia
$1.13M +$231K +12,681 +26%
Walleye Capital
38
Walleye Capital
New York
$894K +$362K +19,831 +68%
CAN
39
Cetera Advisor Networks
California
$869K +$27.6K +1,514 +3%
Stifel Financial
40
Stifel Financial
Missouri
$661K -$7.96K -436 -1%
DWM
41
Dakota Wealth Management
Florida
$654K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$629K – – –
HighTower Advisors
43
HighTower Advisors
Illinois
$519K +$57.7K +3,152 +12%
GLA
44
Good Life Advisors
Pennsylvania
$507K +$639 +35 +0.1%
AFP
45
Ausdal Financial Partners
Iowa
$464K +$275K +15,059 +145%
SWM
46
Silverlake Wealth Management
Vermont
$439K – – –
1W
47
1776 Wealth
Georgia
$437K – – –
PVM
48
Palogic Value Management
Texas
$429K – – –
KWM
49
Kingsview Wealth Management
Oregon
$413K -$189K -10,354 -31%
BRWA
50
B. Riley Wealth Advisors
Florida
$399K -$12.3K -800 -3%
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