ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

99 hedge funds and large institutions have $290M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% 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
14
Increased
35
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
$20.5M
2
UBS Group
UBS Group
Switzerland
$43M
3
1CP
1607 Capital Partners
Virginia
$10.8M
4
AA
AQR Arbitrage
Connecticut
$8.5M
5
Ameriprise
Ameriprise
Minnesota
$5.54M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$41.9M
2
SFS
Shaker Financial Services
Virginia
$5.54M
3
WWM
Wagner Wealth Management
South Carolina
$1.55M
4
AAM
Advisors Asset Management
Colorado
$5.61M
5
COLIM
City of London Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$392K +$73K +4,000 +23%
1WA
52
180 Wealth Advisors
Washington
$385K +$44.1K +2,417 +13%
SFS
53
Sowell Financial Services
Arkansas
$385K -$33K -1,810 -8%
FAM
54
Formidable Asset Management
Ohio
$350K -$32K -1,755 -8%
SWP
55
Stratos Wealth Partners
Ohio
$336K – – –
DWM
56
Denver Wealth Management
Colorado
$327K -$2.06K -113 -0.6%
Corient Private Wealth
57
Corient Private Wealth
Florida
$316K +$1.83K +100 +0.6%
KPWS
58
Kestra Private Wealth Services
Texas
$313K +$237 +13 +0.1%
CA
59
Cetera Advisors
Colorado
$300K +$300K +16,448 New
HWAM
60
Hennion & Walsh Asset Management
New Jersey
$287K +$287K +15,713 New
APP
61
Avantax Planning Partners
Iowa
$282K +$282K +15,431 New
CIA
62
Concurrent Investment Advisors
Florida
$274K – – –
Truist Financial
63
Truist Financial
North Carolina
$269K +$29K +1,588 +12%
TFCP
64
Twin Focus Capital Partners
Massachusetts
$257K – – –
SIAS
65
Summit Investment Advisory Services
Minnesota
$237K -$12.7K -698 -5%
AWA
66
Arete Wealth Advisors
Illinois
$224K -$29.4K -1,612 -12%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$218K +$218K +11,924 New
QC
68
Quantedge Capital
Singapore
$217K +$18.3K +1,000 +9%
CB
69
Commerce Bank
Missouri
$205K – – –
Cerity Partners
70
Cerity Partners
New York
$193K -$158K -8,636 -45%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$192K – – –
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$153K +$153K +8,400 New
US Bancorp
73
US Bancorp
Minnesota
$136K +$9.13K +500 +7%
NA
74
NewEdge Advisors
Louisiana
$117K – – –
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$91.3K – – –
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3
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