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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

111 hedge funds and large institutions have $305M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3% more funds holding

Funds holding: 108 → 111 (+3)

0% less capital invested

Capital invested by funds: $305M → $305M (-$42.5K)

0.18% less ownership

Funds ownership: 19.09% → 18.91% (-0.18%)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
40
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$2.88M
2
Morgan Stanley
Morgan Stanley
New York
+$1.12M
3
AWA
Adapt Wealth Advisors
Georgia
+$1.01M
4
SPIA
Steward Partners Investment Advisory
New York
+$781K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$582K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.36M
2
Cohen & Steers
Cohen & Steers
New York
-$2.57M
3
AA
AQR Arbitrage
Connecticut
-$1.96M
4
AAM
Advisors Asset Management
Colorado
-$1.54M
5
1CP
1607 Capital Partners
Virginia
-$869K
Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
51
180 Wealth Advisors
Washington
$425K +$4.99K +239 +1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$416K -$36.4K -1,743 -8%
DWM
53
Denver Wealth Management
Colorado
$386K -$4.97K -238 -1%
HighTower Advisors
54
HighTower Advisors
Illinois
$376K +$39.2K +1,878 +12%
DWM
55
Dakota Wealth Management
Florida
$371K -$224K -10,730 -38%
NAS
56
NWF Advisory Services
California
$369K +$52.2K +2,500 +17%
CL
57
Choreo LLC
Illinois
$341K +$336K +16,125 New
FAM
58
Formidable Asset Management
Ohio
$334K -$14.1K -675 -4%
AC
59
AlphaCore Capital
California
$333K +$8.87K +425 +3%
APP
60
Avantax Planning Partners
Iowa
$331K – – –
SWM
61
Silverlake Wealth Management
Vermont
$290K – – –
AQR Capital Management
62
AQR Capital Management
Connecticut
$282K – – –
AA
63
AQR Arbitrage
Connecticut
$267K -$1.96M -94,105 -88%
Mariner
64
Mariner
Kansas
$266K +$22K +1,056 +9%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$249K -$55.4K -2,655 -18%
LFAS
66
Level Four Advisory Services
Texas
$246K +$10.4K +500 +4%
Jane Street
67
Jane Street
New York
$245K +$242K +11,582 New
CB
68
Commerce Bank
Missouri
$238K – – –
EWA
69
EverSource Wealth Advisors
Alabama
$230K +$227K +10,893 New
AFP
70
Ausdal Financial Partners
Iowa
$224K -$10.3K -494 -4%
SAM
71
Shikiar Asset Management
New York
$222K +$219K +10,500 New
CW
72
CreativeOne Wealth
Kansas
$221K -$53.5K -2,565 -20%
AWM
73
Accel Wealth Management
Iowa
$220K +$15.4K +736 +8%
UAG
74
United Advisor Group
Ohio
$212K +$210K +10,043 New
MAS
75
Meeder Advisory Services
Ohio
$210K +$208K +9,957 New
1 2
3
4 5

ETG Hedge Fund Activity: Q3 2025 in Review

111 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q3 2025, worth a combined $305M — down 0.01% from $305M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETG positions and 8 closed out — a net gain of 4 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.88M. The largest seller was Karpus Investment Management, cutting an estimated $3.36M.

  • 111 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q3 2025, up from 108 in Q2 2025.
  • Funds reported $305M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q3 2025, down 0.01% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q3 2025 and 8 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $2.88M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q3 2025 was Karpus Investment Management, an estimated $3.36M sold.

Based on aggregated 13F filings for Q3 2025.