ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

71 hedge funds and large institutions have $191M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.02M
2
UBS Group
UBS Group
Switzerland
+$2.44M
3
VIA
Vident Investment Advisory
Georgia
+$1.29M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$727K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$441K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.86M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$4.32M
3
LPL Financial
LPL Financial
California
-$2.13M
4
KIM
Karpus Investment Management
New York
-$1.38M
5
FAM
Formidable Asset Management
Ohio
-$697K
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
51
V Wealth Advisors
Kansas
$28K +$28K +1,600 New
BWP
52
Baldwin Wealth Partners
Massachusetts
$26K – – –
SFG
53
SevenBridge Financial Group
Pennsylvania
$24K – – –
GWM
54
Geneos Wealth Management
Colorado
$22K – – –
BCI
55
Brinker Capital Investments
Pennsylvania
$21K – – –
DADC
56
D.A. Davidson & Co
Montana
$21K +$21K +1,260 New
TCM
57
Tradewinds Capital Management
Washington
$19K +$19K +1,100 New
CFA
58
Carroll Financial Associates
North Carolina
$18K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$18K +$66 +4 +0.4%
OIA
60
OneDigital Investment Advisors
Kansas
$13K +$13K +750 New
EA
61
Edge Advisors
Georgia
$12K – – –
US Bancorp
62
US Bancorp
Minnesota
$9K – – –
AC
63
Alexandria Capital
Virginia
$8K +$151 +9 +2%
ASN
64
Advisory Services Network
Georgia
$7K – – –
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$6.4K – – –
JWA
66
JFS Wealth Advisors
Pennsylvania
$5K +$5K +299 New
First Manhattan
67
First Manhattan
New York
$4K – – –
BC
68
Bartlett & Co
Ohio
$4K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
IWM
70
IHT Wealth Management
Illinois
$2 +$1 +6,504 +192%
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
– -$4.32M -275,000 Closed
KIM
72
Karpus Investment Management
New York
– -$1.38M -87,731 Closed
FAM
73
Formidable Asset Management
Ohio
– -$697K -41,200 Closed
SFS
74
Shaker Financial Services
Virginia
– -$195K -12,464 Closed
CWM
75
Concert Wealth Management
California
– -$162K -11,367 Closed
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