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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

89 hedge funds and large institutions have $304M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

2% more capital invested

Capital invested by funds: $297M → $304M (+$7.32M)

0.4% less ownership

Funds ownership: 20.88%20.49% (-0.4%)

6% less funds holding

Funds holding: 9589 (-6)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
33
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$21.8K
Deutsche Bank
77
Deutsche Bank
Germany
$19.4K +$18.7K +1,000 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$19.3K +$14.6K +780 +370%
ME
79
McIlrath & Eck
Washington
$15.6K
PA
80
Parallel Advisors
California
$13.2K +$243 +13 +2%
NRG
81
Nemes Rush Group
Michigan
$10.4K +$10.7K +571 New
ATS
82
Ashton Thomas Securities
New York
$9.13K +$8.8K +470 New
GWM
83
Geneos Wealth Management
Colorado
$6.45K
HI
84
Harbour Investments
Wisconsin
$4.86K
CA
85
CoreCap Advisors
Michigan
$4.12K
BCMLT
86
Beacon Capital Management LLC (Tennessee)
Tennessee
$920 +$19 +1 +2%
JP Morgan Chase
87
JP Morgan Chase
New York
$603 -$524 -28 -47%
IA
88
IFP Advisors
Florida
$525 +$506 +27 New
FSI
89
Flow State Investments
Illinois
-$1.17M -63,040 Closed
BRWA
90
B. Riley Wealth Advisors
Florida
-$625K -33,559 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
-$247K -13,262 Closed
Cerity Partners
92
Cerity Partners
New York
-$194K -10,425 Closed
BWS
93
BCR Wealth Strategies
Alabama
-$192K -10,360 Closed
MCA
94
Maryland Capital Advisors
Maryland
-$80K -4,300 Closed
RFA
95
Register Financial Advisors
Georgia
-$18.6K -1,000 Closed
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
-$3.78K -200 Closed
GRP
97
Global Retirement Partners
California
-$3.72K -200 Closed
MG
98
Mather Group
Illinois
-$1.82K -100 Closed

ETG Hedge Fund Activity: Q3 2024 in Review

89 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q3 2024, worth a combined $304M — up 2.5% from $297M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ETG and 5 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 33 added.

The largest buyer was Morgan Stanley, adding an estimated $1.57M. The largest seller was Cornerstone Advisors, cutting an estimated $2.51M.

  • 89 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q3 2024, down from 95 in Q2 2024.
  • Funds reported $304M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q3 2024, up 2.5% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q3 2024 and 10 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q3 2024 was Morgan Stanley, an estimated $1.57M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2024.