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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

125 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

0.27% less ownership

Funds ownership: 18.62%18.35% (-0.27%)

2% less funds holding

Funds holding: 127125 (-2)

14% less capital invested

Capital invested by funds: $328M → $282M (-$46.4M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
38
Reduced
27
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Adapt Wealth Advisors
Georgia
$474K -$546K -24,363 -51%
PVM
52
Palogic Value Management
Texas
$473K
WWA
53
WCG Wealth Advisors
Nevada
$447K
KWM
54
Kingsview Wealth Management
Oregon
$438K -$9.84K -439 -2%
Truist Financial
55
Truist Financial
North Carolina
$408K +$516 +23 +0.1%
DWM
56
Denver Wealth Management
Colorado
$398K +$47K +2,095 +12%
Invesco
57
Invesco
Georgia
$388K -$543K -24,235 -56%
XT
58
XTX Topco
Cayman Islands
$387K +$432K +19,243 New
1WA
59
180 Wealth Advisors
Washington
$378K -$4.73K -211 -1%
AC
60
AlphaCore Capital
California
$374K -$5.11K -228 -1%
APP
61
Avantax Planning Partners
Iowa
$368K +$59.4K +2,648 +17%
FAM
62
Formidable Asset Management
Ohio
$363K -$5.22K -233 -1%
COLIM
63
City of London Investment Management
United Kingdom
$358K +$399K +17,811 New
AA
64
Advisory Advocates
Michigan
$352K
Creative Planning
65
Creative Planning
Kansas
$343K +$182K +8,107 +91%
ZCP
66
Z3 Capital Partners
Virginia
$335K -$11.8K -525 -3%
CL
67
Choreo LLC
Illinois
$324K
NAS
68
NWF Advisory Services
California
$311K
CAM
69
Cresset Asset Management
Illinois
$277K -$229K -10,228 -43%
SWM
70
Silverlake Wealth Management
Vermont
$277K
LSC
71
Logan Stone Capital
Illinois
$271K +$302K +13,473 New
AQR Capital Management
72
AQR Capital Management
Connecticut
$268K
DWM
73
Dakota Wealth Management
Florida
$267K +$26.3K +1,175 +10%
UAG
74
United Advisor Group
Ohio
$239K +$40.8K +1,819 +18%
CB
75
Commerce Bank
Missouri
$226K