ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

79 hedge funds and large institutions have $185M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
22
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$9.13M
2
BPWA
Beacon Pointe Wealth Advisors
California
$2.38M
3
UBS Group
UBS Group
Switzerland
$33.5M
4
AAM
Advisors Asset Management
Colorado
$10.4M
5
FAM
Formidable Asset Management
Ohio
$512K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$847K
2
KIM
Karpus Investment Management
New York
$0
3
PAIM
Punch & Associates Investment Management
Minnesota
$4.63M
4
WAM
Wolverine Asset Management
Illinois
$0
5
BPA
Beacon Pointe Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
51
HBK Sorce Advisory
Pennsylvania
$168K -$2.37K -144 -1%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$122K – – –
Citigroup
53
Citigroup
New York
$110K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$69K – – –
M
55
MOTCO
Texas
$67K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$66K – – –
CAN
57
Claraphi Advisory Network
United States
$55K +$55K +3,367 New
FWM
58
Focused Wealth Management
New York
$49K -$29.1K -1,782 -37%
QCIG
59
Quad-Cities Investment Group
Iowa
$49K +$843 +51 +2%
APA
60
American Portfolios Advisors
New York
$43.5K – – –
TCOV
61
Trust Company of Vermont
Vermont
$41K – – –
CHC
62
City Holding Co
West Virginia
$34K – – –
GWM
63
Geneos Wealth Management
Colorado
$29K -$1.87K -115 -6%
HNB
64
Huntington National Bank
Ohio
$28K -$27K – –
HPC
65
HM Payson & Co
Maine
$25K +$25K +1,501 New
PA
66
Parallel Advisors
California
$23K – – –
BCI
67
Brinker Capital Investments
Pennsylvania
$20K – – –
ASN
68
Advisory Services Network
Georgia
$18K – – –
WEC
69
Winslow Evans & Crocker
Massachusetts
$16K -$21.3K -1,200 -57%
APC
70
Aspire Private Capital
North Carolina
$16K – – –
PCG
71
Private Capital Group
Connecticut
$14K – – –
CFA
72
Carroll Financial Associates
North Carolina
$13K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$11K +$1.74K +103 +19%
US Bancorp
74
US Bancorp
Minnesota
$9K – – –
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
1 2
3
4