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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

95 hedge funds and large institutions have $297M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $291M → $297M (+$6.27M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more ownership

Funds ownership: 20.88% → 20.88% (+0%)

5% less funds holding

Funds holding: 100 → 95 (-5)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
26
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$3.73M
2
Wells Fargo
Wells Fargo
California
+$756K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$687K
4
Bank of America
Bank of America
North Carolina
+$652K
5
AA
AQR Arbitrage
Connecticut
+$531K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.01M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.33M
3
SFS
Shaker Financial Services
Virginia
-$828K
4
Morgan Stanley
Morgan Stanley
New York
-$766K
5
KIM
Karpus Investment Management
New York
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$420K -$922 -51 -0.2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$400K – – –
1WA
53
180 Wealth Advisors
Washington
$399K -$4.39K -243 -1%
Truist Financial
54
Truist Financial
North Carolina
$374K +$96.8K +5,353 +36%
DWM
55
Denver Wealth Management
Colorado
$357K +$22.9K +1,269 +7%
PI
56
PFG Investments
New York
$351K +$341K +18,849 New
HighTower Advisors
57
HighTower Advisors
Illinois
$350K -$172K -9,521 -34%
FAM
58
Formidable Asset Management
Ohio
$347K -$9.04K -500 -3%
KPWS
59
Kestra Private Wealth Services
Texas
$319K +$307 +17 +0.1%
Walleye Capital
60
Walleye Capital
New York
$298K -$595K -32,940 -67%
APP
61
Avantax Planning Partners
Iowa
$291K +$4.05K +224 +1%
CIA
62
Concurrent Investment Advisors
Florida
$279K – – –
NAS
63
NWF Advisory Services
California
$279K – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$247K +$24.2K +1,338 +11%
CB
65
Commerce Bank
Missouri
$209K – – –
TFCP
66
Twin Focus Capital Partners
Massachusetts
$200K -$59.7K -3,300 -23%
FLPIM
67
F.L. Putnam Investment Management
Massachusetts
$195K – – –
Cerity Partners
68
Cerity Partners
New York
$194K -$2.57K -142 -1%
BWS
69
BCR Wealth Strategies
Alabama
$192K +$187K +10,360 New
QC
70
Quantedge Capital
Singapore
$192K -$28.9K -1,600 -13%
US Bancorp
71
US Bancorp
Minnesota
$139K – – –
NA
72
NewEdge Advisors
Louisiana
$119K – – –
MCA
73
Maryland Capital Advisors
Maryland
$80K +$77.7K +4,300 New
PS
74
Principal Securities
Iowa
$64.3K – – –
OP
75
ORG Partners
Indiana
$57.1K – – –
1 2
3
4 5

ETG Hedge Fund Activity: Q2 2024 in Review

95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q2 2024, worth a combined $297M — up 2.2% from $291M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETG and 10 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 26 added.

The largest buyer was Cornerstone Advisors, adding an estimated $3.73M. The largest seller was Wolverine Asset Management, cutting an estimated $2.01M.

  • 95 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q2 2024, down from 100 in Q1 2024.
  • Funds reported $297M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q2 2024 and 13 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $3.73M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q2 2024 was Wolverine Asset Management, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2024.