Eaton Vance Tax-Advantaged Global Dividend Income Fund
98 hedge funds and large institutions have $196M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 19 closing their positions.
8% more capital invested
Capital invested by funds: $182M → $196M (+$14.1M)
6% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 32
0.11% more ownership
Funds ownership: 15.76% → 15.88% (+0.11%)
12% less funds holding
Funds holding: 111 → 98 (-13)
63% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$5.25M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.49M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.33M |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$858K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.71M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$1.38M |
| 3 |
Morgan Stanley
New York
|
-$1.21M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$853K |
| 5 |
EC
Elequin Capital
New York
|
-$803K |
ETG Hedge Fund Activity: Q1 2023 in Review
98 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q1 2023, worth a combined $196M — up 7.7% from $182M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of ETG and 7 opened new positions — a net loss of 12 holders — while 32 trimmed existing stakes and 34 added.
The largest buyer was Karpus Investment Management, adding an estimated $5.25M. The largest seller was Advisors Asset Management, cutting an estimated $1.71M.
- 98 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q1 2023, down from 111 in Q4 2022.
- Funds reported $196M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q1 2023, up 7.7% quarter-over-quarter.
- 7 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q1 2023 and 19 closed out, a net change of -12 holders.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $5.25M added.
- The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q1 2023 was Advisors Asset Management, an estimated $1.71M sold.
Based on aggregated 13F filings for Q1 2023.