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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

98 hedge funds and large institutions have $272M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 96 → 98 (+2)

0.51% less ownership

Funds ownership: 20.04% → 19.53% (-0.51%)

3% less capital invested

Capital invested by funds: $279M → $272M (-$7.35M)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.49M
2
SA
Strategic Advocates
Utah
+$827K
3
Morgan Stanley
Morgan Stanley
New York
+$581K
4
AAM
Advisors Asset Management
Colorado
+$524K
5
LPL Financial
LPL Financial
California
+$340K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$4.55M
2
AA
AQR Arbitrage
Connecticut
-$2.21M
3
SFS
Shaker Financial Services
Virginia
-$1.51M
4
Cohen & Steers
Cohen & Steers
New York
-$1.46M
5
KIM
Karpus Investment Management
New York
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
26
Wagner Wealth Management (South Carolina)
South Carolina
$1.69M +$249K +13,345 +17%
LOPW
27
Live Oak Private Wealth
North Carolina
$1.68M – – –
Comerica Bank
28
Comerica Bank
Texas
$1.51M -$64K -3,426 -4%
Edgewood Management
29
Edgewood Management
Connecticut
$1.49M – – –
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$1.49M -$89.2K -4,776 -6%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.43M +$99.2K +5,310 +7%
SA
32
Sanctuary Advisors
Indiana
$1.34M -$8.93K -478 -0.6%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.17M -$197K -10,563 -14%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$1.08M +$118K +6,302 +12%
SA
35
Strategic Advocates
Utah
$806K +$827K +44,254 New
LSC
36
Logan Stone Capital
Illinois
$720K -$295K -15,780 -29%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$690K +$61K +3,265 +9%
KAS
38
Kestra Advisory Services
Texas
$688K +$8.26K +442 +1%
Stifel Financial
39
Stifel Financial
Missouri
$672K +$21.7K +1,160 +3%
DWM
40
Dakota Wealth Management
Florida
$651K -$1.87K -100 -0.3%
GLA
41
Good Life Advisors
Pennsylvania
$610K +$44.5K +2,384 +8%
KPWS
42
Kestra Private Wealth Services
Texas
$561K +$7.12K +381 +1%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$530K – – –
FG
44
Fairman Group
Pennsylvania
$521K – – –
YWM
45
Yukon Wealth Management
Kansas
$493K +$506K +27,069 New
1W
46
1776 Wealth
Georgia
$473K – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$437K -$12K -644 -3%
PVM
48
Palogic Value Management
Texas
$428K – – –
KWM
49
Kingsview Wealth Management
Oregon
$405K +$9.25K +495 +2%
Truist Financial
50
Truist Financial
North Carolina
$403K +$55.2K +2,957 +15%
1
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3 4 5

ETG Hedge Fund Activity: Q1 2025 in Review

98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q1 2025, worth a combined $272M — down 2.6% from $279M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETG positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.49M. The largest seller was 1607 Capital Partners, cutting an estimated $4.55M.

  • 98 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q1 2025, up from 96 in Q4 2024.
  • Funds reported $272M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q1 2025, down 2.6% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q1 2025 and 10 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q1 2025 was Wells Fargo, an estimated $1.49M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q1 2025 was 1607 Capital Partners, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2025.