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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

110 hedge funds and large institutions have $414M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

131% more capital invested

Capital invested by funds: $179M → $414M (+$235M)

22% more funds holding

Funds holding: 90 → 110 (+20)

0.22% more ownership

Funds ownership: 15.53% → 15.75% (+0.22%)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
110
Holders Change
+20
Holders Change %
+22.22%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
27
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$7.95M
2
SFS
Shaker Financial Services
Virginia
+$3.63M
3
WAM
Wolverine Asset Management
Illinois
+$2.53M
4
WAM
Weiss Asset Management
Massachusetts
+$1.43M
5
EC
Elequin Capital
New York
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.26M
2
Morgan Stanley
Morgan Stanley
New York
-$7.3M
3
Cohen & Steers
Cohen & Steers
New York
-$1.69M
4
Wells Fargo
Wells Fargo
California
-$1.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
CASC
101
Coppell Advisory Solutions Corp
Texas
$8.86K +$9.15K +587 New
LFG
102
Larson Financial Group
Missouri
$8.68K – – –
BFEC
103
Benjamin F. Edwards & Company
Missouri
$8K – – –
RCM
104
Raleigh Capital Management
North Carolina
$7.55K – – –
SSB
105
Sandy Spring Bank
Maryland
$3.91K – – –
BCMLT
106
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.08K -$281 -18 -12%
CT
107
Caldwell Trust
Florida
$1.59K – – –
SWM
108
Spire Wealth Management
Virginia
$1K +$31 +2 +3%
APC
109
Aspire Private Capital
North Carolina
$30 – – –
SCA
110
Snowden Capital Advisors
New York
– -$315K -20,882 Closed
OC
111
Oppenheimer & Co
New York
– -$180K -11,950 Closed
AFP
112
Ausdal Financial Partners
Iowa
– -$156K -10,341 Closed
TWM
113
Tradition Wealth Management
Minnesota
– -$7K -435 Closed
MAM
114
Meeder Asset Management
Ohio
– -$4K -288 Closed
CAL
115
Capital Advisors Ltd
Ohio
– +$31 +2 New
1 2 3 4
5

ETG Hedge Fund Activity: Q4 2022 in Review

110 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2022, worth a combined $414M — up 131% from $179M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ETG positions and 5 closed out — a net gain of 24 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $7.95M. The largest seller was Bank of America, cutting an estimated $8.26M.

  • 110 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $414M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2022, up 131% quarter-over-quarter.
  • 29 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2022 and 5 closed out, a net change of +24 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $7.95M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2022 was Bank of America, an estimated $8.26M sold.

Based on aggregated 13F filings for Q4 2022.