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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

98 hedge funds and large institutions have $272M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 9698 (+2)

0.51% less ownership

Funds ownership: 20.04%19.53% (-0.51%)

3% less capital invested

Capital invested by funds: $279M → $272M (-$7.35M)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.6M +$581K +31,079 +1%
UBS Group
2
UBS Group
Switzerland
$41.7M -$1.21M -64,563 -3%
Bank of America
3
Bank of America
North Carolina
$24.2M +$306K +16,379 +1%
KIM
4
Karpus Investment Management
New York
$22.2M -$1.23M -65,705 -5%
CA
5
Cornerstone Advisors
North Carolina
$21.8M
Wells Fargo
6
Wells Fargo
California
$12.5M +$1.49M +79,745 +13%
MGAM
7
McGowan Group Asset Management
Texas
$11.3M -$86K -4,601 -0.7%
LPL Financial
8
LPL Financial
California
$6.06M +$340K +18,201 +6%
Cohen & Steers
9
Cohen & Steers
New York
$5.76M -$1.46M -78,000 -20%
AAM
10
Advisors Asset Management
Colorado
$5.68M +$524K +28,061 +10%
GC
11
Guggenheim Capital
Illinois
$5.22M +$21.7K +1,163 +0.4%
Ameriprise
12
Ameriprise
Minnesota
$4.8M -$459K -24,578 -9%
AA
13
AQR Arbitrage
Connecticut
$4.23M -$2.21M -118,079 -34%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.08M -$18.8K -1,004 -0.4%
Raymond James Financial
15
Raymond James Financial
Florida
$3.95M +$329K +17,635 +9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.89M +$192K +10,266 +5%
First Trust Advisors
17
First Trust Advisors
Illinois
$3.31M -$28.2K -1,507 -0.8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.1M -$189K -10,130 -6%
SFS
19
Shaker Financial Services
Virginia
$2.98M -$1.51M -81,060 -33%
WA
20
WealthTrust Axiom
Pennsylvania
$2.29M -$59.8K -3,200 -2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.05M +$9.1K +487 +0.4%
BPA
22
Beacon Pointe Advisors
California
$2M
Invesco
23
Invesco
Georgia
$1.82M +$65.8K +3,523 +4%
1CP
24
1607 Capital Partners
Virginia
$1.81M -$4.55M -243,362 -71%
SPIA
25
Steward Partners Investment Advisory
New York
$1.72M +$153K +8,187 +10%

ETG Hedge Fund Activity: Q1 2025 in Review

98 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q1 2025, worth a combined $272M — down 2.6% from $279M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETG positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.49M. The largest seller was 1607 Capital Partners, cutting an estimated $4.55M.

  • 98 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q1 2025, up from 96 in Q4 2024.
  • Funds reported $272M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q1 2025, down 2.6% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q1 2025 and 10 closed out, a net change of +2 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q1 2025 was Wells Fargo, an estimated $1.49M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q1 2025 was 1607 Capital Partners, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2025.