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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

108 hedge funds and large institutions have $305M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $272M → $305M (+$33M)

10% more funds holding

Funds holding: 98108 (+10)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0.44% less ownership

Funds ownership: 19.53%19.09% (-0.44%)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
30
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Compass Planning Associates
Massachusetts
$115K
NA
77
NewEdge Advisors
Louisiana
$91.8K
KWM
78
Kiker Wealth Management
Georgia
$90.8K
AF
79
Allworth Financial
California
$74.2K +$20.7K +1,082 +44%
PS
80
Principal Securities
Iowa
$72.3K
NFSG
81
Newbridge Financial Services Group
Florida
$65.1K +$59.5K +3,107 New
OP
82
ORG Partners
Indiana
$64.5K
CWIG
83
Chung Wu Investment Group
Texas
$48.2K +$44.1K +2,300 New
BSB
84
Bangor Savings Bank
Maine
$41.9K +$38.3K +2,000 New
PB
85
Pinnacle Bancorp
Nebraska
$37.5K +$34.3K +1,789 New
MCM
86
MAI Capital Management
Ohio
$36.6K +$19 +1 +0.1%
AIM
87
Anchor Investment Management
South Carolina
$35.2K
MEG
88
Millstone Evans Group
Colorado
$30.2K
DPW
89
DiNuzzo Private Wealth
Pennsylvania
$27.2K
AAS
90
Ameritas Advisory Services
Nebraska
$25.6K +$23.4K +1,223 New
ITIM
91
Indiana Trust & Investment Management
Indiana
$25.1K
SL
92
Salomon & Ludwin
Virginia
$24.5K
FFA
93
Farther Finance Advisors
California
$23K
BTI
94
Blue Trust Inc
Georgia
$20.9K +$19.2K +1,000 New
TCM
95
TD Capital Management
Tennessee
$20K
AAG
96
Armstrong Advisory Group
Massachusetts
$16.9K +$15.4K +805 New
ME
97
McIlrath & Eck
Washington
$16.8K
VWA
98
VSM Wealth Advisory
Maryland
$16.2K +$3.58K +187 +32%
PA
99
Parallel Advisors
California
$15.1K +$268 +14 +2%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$12K -$115 -6 -1%

ETG Hedge Fund Activity: Q2 2025 in Review

108 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q2 2025, worth a combined $305M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETG positions and 9 closed out — a net gain of 10 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Heron Bay Capital Management, opening a new position worth an estimated $6.02M. The largest seller was Karpus Investment Management, cutting an estimated $8.48M.

  • 108 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $305M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q2 2025, up 12% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q2 2025 and 9 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q2 2025 was Heron Bay Capital Management, an estimated $6.02M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q2 2025 was Karpus Investment Management, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2025.