ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

99 hedge funds and large institutions have $290M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
35
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$20.5M
2
UBS Group
2
UBS Group
Switzerland
$43M
3
1CP
3
1607 Capital Partners
Virginia
$10.8M
4
AA
4
AQR Arbitrage
Connecticut
$8.5M
5
Ameriprise
5
Ameriprise
Minnesota
$5.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.9M
2
SFS
2
Shaker Financial Services
Virginia
$5.54M
3
WWM
3
Wagner Wealth Management
South Carolina
$1.55M
4
AAM
4
Advisors Asset Management
Colorado
$5.61M
5
COLIM
5
City of London Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
76
Principal Securities
Iowa
$63.1K – – –
OP
77
ORG Partners
Indiana
$55.8K +$55.8K +3,076 New
AF
78
Allworth Financial
California
$36.5K – – –
AIM
79
Anchor Investment Management
South Carolina
$30.7K – – –
HPC
80
HM Payson & Co
Maine
$27.4K -$28K -1,533 -51%
AssetMark Inc
81
AssetMark Inc
California
$22.8K +$22.8K +1,251 New
SL
82
Salomon & Ludwin
Virginia
$21.2K – – –
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$20.4K – – –
RFA
84
Register Financial Advisors
Georgia
$18.3K +$18.3K +1,000 New
CAM
85
Creekmur Asset Management
Illinois
$13.5K – – –
PA
86
Parallel Advisors
California
$11.9K +$55 +3 +0.5%
NRG
87
Nemes Rush Group
Michigan
$10.4K – – –
GGI
88
Godsey & Gibb Inc
Virginia
$9.13K +$9.13K +500 New
PGAM
89
Princeton Global Asset Management
New Jersey
$9.13K +$9.13K +500 New
BFEC
90
Benjamin F. Edwards & Company
Missouri
$9K – – –
FUBT
91
First United Bank & Trust
Maryland
$7.3K – – –
GWM
92
Geneos Wealth Management
Colorado
$6.06K – – –
HI
93
Harbour Investments
Wisconsin
$4.56K +$4.56K +250 New
CA
94
CoreCap Advisors
Michigan
$3.87K +$3.87K +212 New
GRP
95
Global Retirement Partners
California
$3.65K – – –
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$1.08K – – –
BCMLT
97
Beacon Capital Management LLC (Tennessee)
Tennessee
$828 +$18 +1 +2%
TRCT
98
Tower Research Capital (TRC)
New York
$73 +$73 +4 New
COLIM
99
City of London Investment Management
United Kingdom
– -$727K -42,523 Closed
EC
100
Elequin Capital
New York
– -$332K -19,437 Closed
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4
5