ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG

Overview Fund Activity

106 hedge funds and large institutions have $303M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+9
Holders Change %
+9.28%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
29
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBCM
Heron Bay Capital Management
Michigan
$6.58M
2
SPIA
Steward Partners Investment Advisory
New York
$3.6M
3
P
&Partners
Tennessee
$680K
4
CAM
Cresset Asset Management
Illinois
$553K
5
GLA
Good Life Advisors
Pennsylvania
$1.12M

Top Sellers

1
KIM
Karpus Investment Management
New York
$16.2M
2
SFS
Shaker Financial Services
Virginia
$534K
3
AA
AQR Arbitrage
Connecticut
$2.24M
4
1CP
1607 Capital Partners
Virginia
$869K
5
GC
Guggenheim Capital
Illinois
$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52M -$383K -18,279 -0.7%
UBS Group
2
UBS Group
Switzerland
$48M +$3.16K +151 +0%
Bank of America
3
Bank of America
North Carolina
$28M +$242K +11,560 +0.9%
CA
4
Cornerstone Advisors
North Carolina
$25M – – –
KIM
5
Karpus Investment Management
New York
$16.2M -$9.26M -442,454 -36%
Wells Fargo
6
Wells Fargo
California
$14.1M -$222K -10,614 -2%
MGAM
7
McGowan Group Asset Management
Texas
$13M +$23.6K +1,126 +0.2%
LPL Financial
8
LPL Financial
California
$7.26M +$297K +14,186 +4%
Cohen & Steers
9
Cohen & Steers
New York
$6.62M – – –
HBCM
10
Heron Bay Capital Management
Michigan
$6.58M +$6.58M +314,167 New
AAM
11
Advisors Asset Management
Colorado
$6.22M -$299K -14,267 -5%
Ameriprise
12
Ameriprise
Minnesota
$5.39M -$127K -6,053 -2%
GC
13
Guggenheim Capital
Illinois
$5.05M -$953K -45,515 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.8M +$113K +5,420 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.78M +$305K +14,578 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$4.58M +$38.4K +1,835 +0.8%
First Trust Advisors
17
First Trust Advisors
Illinois
$3.63M -$166K -7,917 -4%
SPIA
18
Steward Partners Investment Advisory
New York
$3.6M +$1.62M +77,601 +82%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.55M -$14.7K -704 -0.4%
WA
20
WealthTrust Axiom
Pennsylvania
$2.69M +$55.8K +2,665 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.63M +$276K +13,182 +12%
BPA
22
Beacon Pointe Advisors
California
$2.3M – – –
AA
23
AQR Arbitrage
Connecticut
$2.24M -$2.63M -125,685 -54%
WWM
24
Wagner Wealth Management
South Carolina
$1.95M +$8.67K +414 +0.4%
LOPW
25
Live Oak Private Wealth
North Carolina
$1.93M – – –
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