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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

127 hedge funds and large institutions have $328M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

14% more funds holding

Funds holding: 111 → 127 (+16)

8% more capital invested

Capital invested by funds: $305M → $328M (+$23.4M)

0.29% less ownership

Funds ownership: 18.91% → 18.62% (-0.29%)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
32
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.42M
2
Morgan Stanley
Morgan Stanley
New York
+$2.08M
3
Ameriprise
Ameriprise
Minnesota
+$1.97M
4
Goldman Sachs
Goldman Sachs
New York
+$1.34M
5
Osaic Holdings
Osaic Holdings
Arizona
+$936K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$7.36M
2
KIM
Karpus Investment Management
New York
-$4.3M
3
SFS
Shaker Financial Services
Virginia
-$1.91M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.52M
5
GC
Guggenheim Capital
Illinois
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.15M +$65.7K +2,992 +3%
LOPW
27
Live Oak Private Wealth
North Carolina
$2.13M – – –
WWMSC
28
Wagner Wealth Management (South Carolina)
South Carolina
$1.98M -$258K -11,754 -12%
Edgewood Management
29
Edgewood Management
Connecticut
$1.89M – – –
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$1.82M -$220K -10,045 -11%
SFS
31
Shaker Financial Services
Virginia
$1.77M -$1.91M -86,876 -53%
Comerica Bank
32
Comerica Bank
Texas
$1.68M -$2.59K -118 -0.2%
Goldman Sachs
33
Goldman Sachs
New York
$1.41M +$1.34M +61,107 New
PFO
34
PMG Family Office
Texas
$1.13M +$110 +5 +0%
AWA
35
Adapt Wealth Advisors
Georgia
$1.11M -$11.3K -517 -1%
PFA
36
Presper Financial Architects
Ohio
$1.04M +$23.6K +1,077 +2%
Invesco
37
Invesco
Georgia
$1M -$273K -12,462 -22%
P
38
&Partners
Tennessee
$981K +$180K +8,187 +24%
KAS
39
Kestra Advisory Services
Texas
$896K +$856 +39 +0.1%
PI
40
PFG Investments
New York
$895K +$39.9K +1,819 +5%
Stifel Financial
41
Stifel Financial
Missouri
$811K -$85.3K -3,886 -10%
1W
42
1776 Wealth
Georgia
$742K +$10.9K +495 +2%
JIC
43
Joel Isaacson & Co
New York
$707K +$672K +30,626 New
MFG
44
Merit Financial Group
Georgia
$688K +$654K +29,786 New
FG
45
Fairman Group
Pennsylvania
$660K – – –
CIA
46
Concurrent Investment Advisors
Florida
$622K +$2.02K +92 +0.3%
KA
47
Kovack Advisors
Florida
$593K +$563K +25,668 New
KPWS
48
Kestra Private Wealth Services
Texas
$575K +$2.08K +95 +0.4%
CAM
49
Cresset Asset Management
Illinois
$554K -$61.4K -2,799 -10%
PVM
50
Palogic Value Management
Texas
$543K – – –
1
2
3 4 5

ETG Hedge Fund Activity: Q4 2025 in Review

127 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2025, worth a combined $328M — up 7.7% from $305M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETG positions and 10 closed out — a net gain of 16 holders — while 32 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.42M. The largest seller was Cornerstone Advisors, cutting an estimated $7.36M.

  • 127 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2025, up from 111 in Q3 2025.
  • Funds reported $328M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2025, up 7.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2025 and 10 closed out, a net change of +16 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2025.