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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

108 hedge funds and large institutions have $305M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $272M → $305M (+$33M)

10% more funds holding

Funds holding: 98 → 108 (+10)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0.44% less ownership

Funds ownership: 19.53% → 19.09% (-0.44%)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
30
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HBCM
Heron Bay Capital Management
Michigan
+$6.02M
2
SPIA
Steward Partners Investment Advisory
New York
+$1.49M
3
P
&Partners
Tennessee
+$622K
4
CAM
Cresset Asset Management
Illinois
+$506K
5
GLA
Good Life Advisors
Pennsylvania
+$387K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.48M
2
SFS
Shaker Financial Services
Virginia
-$2.64M
3
AA
AQR Arbitrage
Connecticut
-$2.41M
4
1CP
1607 Capital Partners
Virginia
-$1.11M
5
GC
Guggenheim Capital
Illinois
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
51
WCG Wealth Advisors
Nevada
$465K +$181K +9,429 +74%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$449K -$48.9K -2,552 -11%
Truist Financial
53
Truist Financial
North Carolina
$442K -$19.1K -998 -5%
1WA
54
180 Wealth Advisors
Washington
$416K -$12.3K -642 -3%
OC
55
Oppenheimer & Co
New York
$394K +$361K +18,828 New
DWM
56
Denver Wealth Management
Colorado
$387K -$306 -16 -0.1%
HighTower Advisors
57
HighTower Advisors
Illinois
$333K +$306 +16 +0.1%
APP
58
Avantax Planning Partners
Iowa
$328K – – –
AC
59
AlphaCore Capital
California
$321K +$25.2K +1,314 +9%
NAS
60
NWF Advisory Services
California
$313K – – –
FAM
61
Formidable Asset Management
Ohio
$303K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$303K -$449K -23,426 -62%
SWM
63
Silverlake Wealth Management
Vermont
$288K – – –
KA
64
Kovack Advisors
Florida
$288K +$263K +13,742 New
AQR Capital Management
65
AQR Capital Management
Connecticut
$279K +$255K +13,329 New
CW
66
CreativeOne Wealth
Kansas
$273K -$144K -7,499 -37%
Mariner
67
Mariner
Kansas
$241K +$221K +11,517 New
CB
68
Commerce Bank
Missouri
$236K – – –
LFAS
69
Level Four Advisory Services
Texas
$234K +$214K +11,163 New
AFP
70
Ausdal Financial Partners
Iowa
$232K -$211K -10,991 -50%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$220K – – –
JWCA
72
J.W. Cole Advisors
Florida
$204K +$187K +9,758 New
AWM
73
Accel Wealth Management
Iowa
$203K +$185K +9,672 New
US Bancorp
74
US Bancorp
Minnesota
$169K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$159K +$126K +6,586 +665%
1 2
3
4 5

ETG Hedge Fund Activity: Q2 2025 in Review

108 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q2 2025, worth a combined $305M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETG positions and 9 closed out — a net gain of 10 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Heron Bay Capital Management, opening a new position worth an estimated $6.02M. The largest seller was Karpus Investment Management, cutting an estimated $8.48M.

  • 108 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $305M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q2 2025, up 12% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q2 2025 and 9 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q2 2025 was Heron Bay Capital Management, an estimated $6.02M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q2 2025 was Karpus Investment Management, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2025.