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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

95 hedge funds and large institutions have $297M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $291M → $297M (+$6.27M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more ownership

Funds ownership: 20.88% → 20.88% (+0%)

5% less funds holding

Funds holding: 100 → 95 (-5)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
26
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$3.73M
2
Wells Fargo
Wells Fargo
California
+$756K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$687K
4
Bank of America
Bank of America
North Carolina
+$652K
5
AA
AQR Arbitrage
Connecticut
+$531K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$2.01M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.33M
3
SFS
Shaker Financial Services
Virginia
-$828K
4
Morgan Stanley
Morgan Stanley
New York
-$766K
5
KIM
Karpus Investment Management
New York
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$37.5K – – –
AIM
77
Anchor Investment Management
South Carolina
$31.3K – – –
HPC
78
HM Payson & Co
Maine
$27.9K – – –
LFG
79
Larson Financial Group
Missouri
$27.9K +$27.1K +1,500 New
SL
80
Salomon & Ludwin
Virginia
$21.6K – – –
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$20.8K – – –
RFA
82
Register Financial Advisors
Georgia
$18.6K – – –
ME
83
McIlrath & Eck
Washington
$14.9K +$14.5K +800 New
PA
84
Parallel Advisors
California
$12.4K +$253 +14 +2%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$9K – – –
GWM
86
Geneos Wealth Management
Colorado
$6.18K – – –
HI
87
Harbour Investments
Wisconsin
$4.65K – – –
CA
88
CoreCap Advisors
Michigan
$3.94K – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$3.93K +$3.81K +211 New
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$3.78K +$3.62K +200 New
GRP
91
Global Retirement Partners
California
$3.72K – – –
MG
92
Mather Group
Illinois
$1.82K +$1.81K +100 New
JP Morgan Chase
93
JP Morgan Chase
New York
$1.1K – – –
BCMLT
94
Beacon Capital Management LLC (Tennessee)
Tennessee
$863 +$18 +1 +2%
SFS
95
Sowell Financial Services
Arkansas
– -$385K -21,096 Closed
SWP
96
Stratos Wealth Partners
Ohio
– -$336K -18,396 Closed
Corient Private Wealth
97
Corient Private Wealth
Florida
– -$316K -17,303 Closed
SIAS
98
Summit Investment Advisory Services
Minnesota
– -$237K -12,978 Closed
AWA
99
Arete Wealth Advisors
Illinois
– -$224K -12,258 Closed
GJIA
100
Glass Jacobson Investment Advisors
Maryland
– -$91.3K -5,000 Closed
1 2 3
4
5

ETG Hedge Fund Activity: Q2 2024 in Review

95 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q2 2024, worth a combined $297M — up 2.2% from $291M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETG and 10 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 26 added.

The largest buyer was Cornerstone Advisors, adding an estimated $3.73M. The largest seller was Wolverine Asset Management, cutting an estimated $2.01M.

  • 95 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q2 2024, down from 100 in Q1 2024.
  • Funds reported $297M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q2 2024, up 2.2% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q2 2024 and 13 closed out, a net change of -3 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $3.73M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q2 2024 was Wolverine Asset Management, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2024.