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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

127 hedge funds and large institutions have $328M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

14% more funds holding

Funds holding: 111127 (+16)

8% more capital invested

Capital invested by funds: $305M → $328M (+$23.4M)

0.29% less ownership

Funds ownership: 18.91%18.62% (-0.29%)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
32
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Strategic Advocates
Utah
$526K -$107K -4,869 -18%
KWM
52
Kingsview Wealth Management
Oregon
$513K
WWA
53
WCG Wealth Advisors
Nevada
$513K
Truist Financial
54
Truist Financial
North Carolina
$468K -$12.7K -579 -3%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$443K -$11.5K -525 -3%
1WA
56
180 Wealth Advisors
Washington
$439K -$24.2K -1,102 -5%
AC
57
AlphaCore Capital
California
$434K +$67.1K +3,059 +19%
HighTower Advisors
58
HighTower Advisors
Illinois
$418K +$6.85K +312 +2%
DWM
59
Denver Wealth Management
Colorado
$408K -$12.9K -590 -3%
AA
60
Advisory Advocates
Michigan
$404K +$384K +17,498 New
ZCP
61
Z3 Capital Partners
Virginia
$397K +$377K +17,175 New
CL
62
Choreo LLC
Illinois
$371K
APP
63
Avantax Planning Partners
Iowa
$362K
NAS
64
NWF Advisory Services
California
$357K -$43.9K -2,000 -11%
Jane Street
65
Jane Street
New York
$356K +$84K +3,829 +33%
FAM
66
Formidable Asset Management
Ohio
$337K
SWM
67
Silverlake Wealth Management
Vermont
$317K
LFAS
68
Level Four Advisory Services
Texas
$315K +$43.9K +2,000 +17%
AQR Capital Management
69
AQR Capital Management
Connecticut
$308K
NWA
70
Navis Wealth Advisors
New York
$300K +$285K +13,000 New
Mariner
71
Mariner
Kansas
$281K -$8.69K -396 -3%
DWM
72
Dakota Wealth Management
Florida
$279K -$120K -5,480 -31%
CB
73
Commerce Bank
Missouri
$260K
MB
74
MidFirst Bank
Oklahoma
$254K +$241K +11,000 New
AWM
75
Accel Wealth Management
Iowa
$254K +$12.8K +582 +6%

ETG Hedge Fund Activity: Q4 2025 in Review

127 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2025, worth a combined $328M — up 7.7% from $305M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETG positions and 10 closed out — a net gain of 16 holders — while 32 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.42M. The largest seller was Cornerstone Advisors, cutting an estimated $7.36M.

  • 127 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2025, up from 111 in Q3 2025.
  • Funds reported $328M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2025, up 7.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2025 and 10 closed out, a net change of +16 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2025.