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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

89 hedge funds and large institutions have $304M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

2% more capital invested

Capital invested by funds: $297M → $304M (+$7.32M)

0.4% less ownership

Funds ownership: 20.88% → 20.49% (-0.4%)

6% less funds holding

Funds holding: 95 → 89 (-6)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
33
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.57M
2
Bank of America
Bank of America
North Carolina
+$1.09M
3
MGAM
McGowan Group Asset Management
Texas
+$773K
4
1CP
1607 Capital Partners
Virginia
+$751K
5
Wells Fargo
Wells Fargo
California
+$745K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$2.51M
2
WAM
Wolverine Asset Management
Illinois
-$1.7M
3
LCM
Landscape Capital Management
New Jersey
-$1.34M
4
FSI
Flow State Investments
Illinois
-$1.17M
5
SFS
Shaker Financial Services
Virginia
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
51
180 Wealth Advisors
Washington
$407K +$1.41K +75 +0.4%
PI
52
PFG Investments
New York
$404K +$36.2K +1,934 +10%
KWM
53
Kingsview Wealth Management
Oregon
$393K -$44.9K -2,400 -11%
Truist Financial
54
Truist Financial
North Carolina
$371K -$18.3K -977 -5%
DWM
55
Denver Wealth Management
Colorado
$366K -$7.3K -390 -2%
FAM
56
Formidable Asset Management
Ohio
$363K – – –
HighTower Advisors
57
HighTower Advisors
Illinois
$360K -$7.08K -378 -2%
KPWS
58
Kestra Private Wealth Services
Texas
$353K +$19K +1,016 +6%
APP
59
Avantax Planning Partners
Iowa
$304K – – –
CIA
60
Concurrent Investment Advisors
Florida
$292K – – –
NAS
61
NWF Advisory Services
California
$291K – – –
CB
62
Commerce Bank
Missouri
$219K – – –
TFCP
63
Twin Focus Capital Partners
Massachusetts
$209K – – –
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$204K – – –
QC
65
Quantedge Capital
Singapore
$200K – – –
US Bancorp
66
US Bancorp
Minnesota
$159K +$13.9K +740 +10%
LFG
67
Larson Financial Group
Missouri
$97.2K +$65.5K +3,500 +233%
NA
68
NewEdge Advisors
Louisiana
$85.2K -$37.7K -2,011 -31%
PS
69
Principal Securities
Iowa
$67.2K – – –
OP
70
ORG Partners
Indiana
$59.8K – – –
AF
71
Allworth Financial
California
$39.1K +$243 +13 +0.7%
AIM
72
Anchor Investment Management
South Carolina
$32.7K – – –
HPC
73
HM Payson & Co
Maine
$29.2K – – –
DPW
74
DiNuzzo Private Wealth
Pennsylvania
$26.5K +$18.7K +1,000 New
SL
75
Salomon & Ludwin
Virginia
$22.6K – – –
1 2
3
4

ETG Hedge Fund Activity: Q3 2024 in Review

89 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q3 2024, worth a combined $304M — up 2.5% from $297M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ETG and 5 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 33 added.

The largest buyer was Morgan Stanley, adding an estimated $1.57M. The largest seller was Cornerstone Advisors, cutting an estimated $2.51M.

  • 89 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q3 2024, down from 95 in Q2 2024.
  • Funds reported $304M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q3 2024, up 2.5% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q3 2024 and 10 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q3 2024 was Morgan Stanley, an estimated $1.57M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2024.