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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

108 hedge funds and large institutions have $305M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $272M → $305M (+$33M)

10% more funds holding

Funds holding: 98 → 108 (+10)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0.44% less ownership

Funds ownership: 19.53% → 19.09% (-0.44%)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
30
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HBCM
Heron Bay Capital Management
Michigan
+$6.02M
2
SPIA
Steward Partners Investment Advisory
New York
+$1.49M
3
P
&Partners
Tennessee
+$622K
4
CAM
Cresset Asset Management
Illinois
+$506K
5
GLA
Good Life Advisors
Pennsylvania
+$387K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.48M
2
SFS
Shaker Financial Services
Virginia
-$2.64M
3
AA
AQR Arbitrage
Connecticut
-$2.41M
4
1CP
1607 Capital Partners
Virginia
-$1.11M
5
GC
Guggenheim Capital
Illinois
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$1.93M +$359K +18,728 +25%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$1.85M +$109K +5,669 +7%
Edgewood Management
28
Edgewood Management
Connecticut
$1.72M – – –
Invesco
29
Invesco
Georgia
$1.6M -$444K -23,198 -23%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.58M -$59K -3,079 -4%
Comerica Bank
31
Comerica Bank
Texas
$1.43M -$277K -14,437 -17%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.34M -$6.59K -344 -0.5%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$1.21M -$35.1K -1,830 -3%
GLA
34
Good Life Advisors
Pennsylvania
$1.12M +$387K +20,197 +60%
SA
35
Strategic Advocates
Utah
$998K +$65.2K +3,402 +8%
PFA
36
Presper Financial Architects
Ohio
$972K +$889K +46,406 New
1CP
37
1607 Capital Partners
Virginia
$869K -$1.11M -57,933 -58%
Stifel Financial
38
Stifel Financial
Missouri
$797K +$22.3K +1,164 +3%
KAS
39
Kestra Advisory Services
Texas
$785K -$5.27K -275 -0.7%
P
40
&Partners
Tennessee
$680K +$622K +32,463 New
FG
41
Fairman Group
Pennsylvania
$598K – – –
DWM
42
Dakota Wealth Management
Florida
$593K -$143K -7,451 -21%
1W
43
1776 Wealth
Georgia
$579K +$32K +1,673 +6%
CIA
44
Concurrent Investment Advisors
Florida
$560K +$117K +6,086 +29%
CAM
45
Cresset Asset Management
Illinois
$553K +$506K +26,411 New
SFS
46
Shaker Financial Services
Virginia
$534K -$2.64M -138,008 -84%
KPWS
47
Kestra Private Wealth Services
Texas
$532K -$103K -5,395 -18%
PI
48
PFG Investments
New York
$517K +$149K +7,790 +46%
PVM
49
Palogic Value Management
Texas
$492K – – –
KWM
50
Kingsview Wealth Management
Oregon
$465K +$77 +4 +0%
1
2
3 4 5

ETG Hedge Fund Activity: Q2 2025 in Review

108 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q2 2025, worth a combined $305M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETG positions and 9 closed out — a net gain of 10 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Heron Bay Capital Management, opening a new position worth an estimated $6.02M. The largest seller was Karpus Investment Management, cutting an estimated $8.48M.

  • 108 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $305M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q2 2025, up 12% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q2 2025 and 9 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q2 2025 was Heron Bay Capital Management, an estimated $6.02M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q2 2025 was Karpus Investment Management, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2025.