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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

125 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

0.27% less ownership

Funds ownership: 18.62%18.35% (-0.27%)

2% less funds holding

Funds holding: 127125 (-2)

14% less capital invested

Capital invested by funds: $328M → $282M (-$46.4M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
38
Reduced
27
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPTFSNA
101
Old Point Trust & Financial Services N A
Virginia
$19.3K
VWA
102
VSM Wealth Advisory
Maryland
$18.3K +$20.4K +909 New
AAG
103
Armstrong Advisory Group
Massachusetts
$17.1K +$336 +15 +2%
ME
104
McIlrath & Eck
Washington
$16.1K
CFSG
105
Community Financial Services Group
Vermont
$15.5K +$16.8K +750 New
PA
106
Parallel Advisors
California
$15.3K +$314 +14 +2%
PF
107
PlanVest Financial
Maryland
$13.5K +$15K +669 New
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$12.1K +$13.5K +602 New
TCOT
109
Trust Company of Toledo
Ohio
$10.1K
PWA
110
Physician Wealth Advisors
Utah
$9.96K
US Bancorp
111
US Bancorp
Minnesota
$8.05K -$12.4K -555 -58%
GFA
112
Godfrey Financial Associates
New York
$8.05K
PB
113
Pinnacle Bancorp
Nebraska
$7.83K
AssetMark Inc
114
AssetMark Inc
California
$7.73K -$6.17K -275 -42%
SA
115
Strategic Advocates
Utah
$7.38K -$506K -22,563 -98%
JP Morgan Chase
116
JP Morgan Chase
New York
$7.04K
GWM
117
Geneos Wealth Management
Colorado
$6.68K
HBW
118
Hazlett, Burt & Watson
West Virginia
$5K
GSWM
119
Golden State Wealth Management
California
$4.02K
BF
120
BOK Financial
Oklahoma
$4.02K +$4.49K +200 New
HWP
121
Highline Wealth Partners
California
$3.02K +$3.36K +150 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1.91K +$2.13K +95 New
TRCT
123
Tower Research Capital (TRC)
New York
$382 +$426 +19 New
RFG
124
REAP Financial Group
Texas
$31 -$8.36K -373 -99%
CA
125
Cornerstone Advisors
North Carolina
-$19.9M -859,911 Closed