ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

99 hedge funds and large institutions have $290M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
35
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$20.5M
2
UBS Group
2
UBS Group
Switzerland
$43M
3
1CP
3
1607 Capital Partners
Virginia
$10.8M
4
AA
4
AQR Arbitrage
Connecticut
$8.5M
5
Ameriprise
5
Ameriprise
Minnesota
$5.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.9M
2
SFS
2
Shaker Financial Services
Virginia
$5.54M
3
WWM
3
Wagner Wealth Management
South Carolina
$1.55M
4
AAM
4
Advisors Asset Management
Colorado
$5.61M
5
COLIM
5
City of London Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$43M 2,354,489 +260,266 +12%
Morgan Stanley
2
Morgan Stanley
New York
$41.9M 2,298,250 -2,409,460 -51%
KIM
3
Karpus Investment Management
New York
$25.3M 1,384,956 -5,857 -0.4%
Bank of America
4
Bank of America
North Carolina
$23.7M 1,301,069 +20,717 +2%
CA
5
Cornerstone Advisors
North Carolina
$20.5M 1,122,602 +362,267 +48%
1CP
6
1607 Capital Partners
Virginia
$10.8M 590,297 +238,562 +68%
MGAM
7
McGowan Group Asset Management
Texas
$10.3M 562,262 +60,183 +12%
Wells Fargo
8
Wells Fargo
California
$8.61M 471,691 +17,159 +4%
AA
9
AQR Arbitrage
Connecticut
$8.5M 465,859 +130,256 +39%
Cohen & Steers
10
Cohen & Steers
New York
$7.23M 396,120 +55,000 +16%
GC
11
Guggenheim Capital
Illinois
$5.7M 312,574 +16,506 +6%
AAM
12
Advisors Asset Management
Colorado
$5.61M 307,666 -43,122 -12%
Ameriprise
13
Ameriprise
Minnesota
$5.54M 303,374 +93,002 +44%
SFS
14
Shaker Financial Services
Virginia
$5.54M 303,374 -146,137 -33%
WAM
15
Wolverine Asset Management
Illinois
$5.31M 291,151 -16,218 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.05M 221,810 -38,579 -15%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.01M 219,602 +6,113 +3%
LPL Financial
18
LPL Financial
California
$3.72M 203,717 +5,999 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.64M 199,595 +4,782 +2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$3.16M 173,064 +18,171 +12%
First Trust Advisors
21
First Trust Advisors
Illinois
$3.04M 166,523 +6,724 +4%
RJA
22
Raymond James & Associates
Florida
$2.47M 135,319 +10,058 +8%
WA
23
WealthTrust Axiom
Pennsylvania
$2.39M 130,829 -7,369 -5%
LCM
24
Landscape Capital Management
New Jersey
$2.38M 130,295 +9,090 +7%
BPA
25
Beacon Pointe Advisors
California
$2.01M 110,000 – –
1
2 3 4 5