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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

111 hedge funds and large institutions have $305M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3% more funds holding

Funds holding: 108 → 111 (+3)

0% less capital invested

Capital invested by funds: $305M → $305M (-$42.5K)

0.18% less ownership

Funds ownership: 19.09% → 18.91% (-0.18%)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
40
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.88M
2
Morgan Stanley
Morgan Stanley
New York
+$1.12M
3
AWA
Adapt Wealth Advisors
Georgia
+$1.01M
4
SPIA
Steward Partners Investment Advisory
New York
+$781K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$582K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.36M
2
Cohen & Steers
Cohen & Steers
New York
-$2.57M
3
AA
AQR Arbitrage
Connecticut
-$1.96M
4
AAM
Advisors Asset Management
Colorado
-$1.54M
5
1CP
1607 Capital Partners
Virginia
-$869K
Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
26
Live Oak Private Wealth
North Carolina
$1.95M – – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.9M +$308K +14,757 +20%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$1.89M +$15K +718 +0.8%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$1.77M +$547K +26,235 +46%
Edgewood Management
30
Edgewood Management
Connecticut
$1.73M – – –
Comerica Bank
31
Comerica Bank
Texas
$1.54M +$91.4K +4,381 +6%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.5M +$165K +7,926 +12%
Invesco
33
Invesco
Georgia
$1.18M -$430K -20,600 -27%
PFO
34
PMG Family Office
Texas
$1.03M +$1.02M +48,751 New
AWA
35
Adapt Wealth Advisors
Georgia
$1.02M +$1.01M +48,425 New
PFA
36
Presper Financial Architects
Ohio
$926K -$53.8K -2,579 -6%
Stifel Financial
37
Stifel Financial
Missouri
$824K +$20K +958 +3%
KAS
38
Kestra Advisory Services
Texas
$819K +$26.4K +1,267 +3%
PI
39
PFG Investments
New York
$781K +$256K +12,253 +50%
P
40
&Partners
Tennessee
$724K +$37.6K +1,800 +6%
1W
41
1776 Wealth
Georgia
$668K +$82.6K +3,960 +14%
FG
42
Fairman Group
Pennsylvania
$603K – – –
SA
43
Strategic Advocates
Utah
$587K -$414K -19,857 -42%
CIA
44
Concurrent Investment Advisors
Florida
$567K +$1.98K +95 +0.4%
CAM
45
Cresset Asset Management
Illinois
$566K +$7.7K +369 +1%
KPWS
46
Kestra Private Wealth Services
Texas
$524K -$13.2K -631 -2%
PVM
47
Palogic Value Management
Texas
$497K – – –
KWM
48
Kingsview Wealth Management
Oregon
$469K – – –
WWA
49
WCG Wealth Advisors
Nevada
$469K – – –
Truist Financial
50
Truist Financial
North Carolina
$440K -$5.76K -276 -1%
1
2
3 4 5

ETG Hedge Fund Activity: Q3 2025 in Review

111 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q3 2025, worth a combined $305M — down 0.01% from $305M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETG positions and 8 closed out — a net gain of 4 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.88M. The largest seller was Karpus Investment Management, cutting an estimated $3.36M.

  • 111 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q3 2025, up from 108 in Q2 2025.
  • Funds reported $305M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q3 2025, down 0.01% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q3 2025 and 8 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $2.88M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q3 2025 was Karpus Investment Management, an estimated $3.36M sold.

Based on aggregated 13F filings for Q3 2025.