ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

88 hedge funds and large institutions have $194M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
30
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$4.35M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$1.74M
3
AA
AQR Arbitrage
Connecticut
+$972K
4
Cohen & Steers
Cohen & Steers
New York
+$720K
5
LPL Financial
LPL Financial
California
+$576K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$2.28M
2
UBS Group
UBS Group
Switzerland
-$982K
3
KIM
Karpus Investment Management
New York
-$901K
4
RJA
Raymond James & Associates
Florida
-$633K
5
FAM
Formidable Asset Management
Ohio
-$539K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
51
Acorn Wealth Advisors
Michigan
$232K +$1.49K +100 +0.6%
IWM
52
IHT Wealth Management
Illinois
$226K +$226K +15,172 New
FAM
53
Formidable Asset Management
Ohio
$212K -$539K -26,183 -72%
AFP
54
Ausdal Financial Partners
Iowa
$207K +$48.7K +3,280 +31%
Citigroup
55
Citigroup
New York
$206K – – –
MAFM
56
Mid Atlantic Financial Management
Pennsylvania
$195K +$24.4K +1,533 +14%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$186K -$1.04K -70 -0.6%
CF
58
Centaurus Financial
California
$185K +$684 +46 +0.4%
EVM
59
Eaton Vance Management
Massachusetts
$179K – – –
EH
60
Equitable Holdings
New York
$179K +$179K +12,057 New
SWA
61
Stratos Wealth Advisors
Ohio
$176K +$3.56K +239 +2%
ACI
62
Alpha Cubed Investments
California
$174K -$20K -1,343 -10%
SFPG
63
Stonebridge Financial Planning Group
Florida
$166K -$56K -3,644 -25%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$161K +$161K +10,855 New
SCA
65
Snowden Capital Advisors
New York
$153K +$1.96K +132 +1%
HSA
66
HBK Sorce Advisory
Pennsylvania
$150K +$1.01K +68 +0.7%
GWM
67
Geneos Wealth Management
Colorado
$136K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$118K +$2.37K +160 +2%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$112K – – –
FFA
70
Founders Financial Alliance
North Carolina
$76K +$76K +5,157 New
NFG
71
Next Financial Group
Texas
$62K +$62K +4,143 New
M
72
MOTCO
Texas
$60K – – –
FWM
73
Focused Wealth Management
New York
$47K +$962 +65 +2%
APA
74
American Portfolios Advisors
New York
$39.3K – – –
CHC
75
City Holding Co
West Virginia
$31K – – –
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3
4