ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

98 hedge funds and large institutions have $296M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
28
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$80.5M
2
1CP
2
1607 Capital Partners
Virginia
$6.01M
3
AA
3
AQR Arbitrage
Connecticut
$5.74M
4
CA
4
Cornerstone Advisors
North Carolina
$13M
5
Wells Fargo
5
Wells Fargo
California
$7.77M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$7.69M
2
LPL Financial
2
LPL Financial
California
$3.38M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.65M
5
EC
5
Elequin Capital
New York
$332K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
51
Formidable Asset Management
Ohio
$358K – – –
EC
52
Elequin Capital
New York
$332K -$384K -22,442 -54%
Cerity Partners
53
Cerity Partners
New York
$328K +$328K +19,203 New
1WA
54
180 Wealth Advisors
Washington
$315K -$9.13K -542 -3%
SWP
55
Stratos Wealth Partners
Ohio
$315K – – –
DWM
56
Denver Wealth Management
Colorado
$309K -$2.17K -127 -0.7%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$299K -$65.6K -3,833 -18%
Corient Private Wealth
58
Corient Private Wealth
Florida
$294K – – –
KPWS
59
Kestra Private Wealth Services
Texas
$293K -$81.6K -4,771 -22%
SWA
60
Stratos Wealth Advisors
Ohio
$258K +$4.94K +289 +2%
CIA
61
Concurrent Investment Advisors
Florida
$257K +$257K +15,000 New
TFCP
62
Twin Focus Capital Partners
Massachusetts
$241K – – –
AWA
63
Arete Wealth Advisors
Illinois
$237K -$1.23K -72 -0.5%
SIAS
64
Summit Investment Advisory Services
Minnesota
$234K -$8.55K -500 -4%
Truist Financial
65
Truist Financial
North Carolina
$225K -$14.5K -850 -6%
WAM
66
Weiss Asset Management
Massachusetts
$217K +$217K +12,695 New
CB
67
Commerce Bank
Missouri
$192K – – –
QC
68
Quantedge Capital
Singapore
$186K +$186K +10,900 New
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$180K – – –
AFP
70
Ausdal Financial Partners
Iowa
$177K -$10.3K -604 -6%
AWA
71
Acorn Wealth Advisors
Michigan
$174K -$10.1K -589 -5%
US Bancorp
72
US Bancorp
Minnesota
$119K +$109K +6,393 +1,152%
NA
73
NewEdge Advisors
Louisiana
$109K – – –
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$85.5K – – –
ASN
75
Advisory Services Network
Georgia
$62.1K +$62.1K +3,629 New
1 2
3
4 5