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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

108 hedge funds and large institutions have $305M 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, 30 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $272M → $305M (+$33M)

10% more funds holding

Funds holding: 98108 (+10)

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

0.44% less ownership

Funds ownership: 19.53%19.09% (-0.44%)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% 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
30
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52M -$350K -18,279 -0.7%
UBS Group
2
UBS Group
Switzerland
$48M +$2.89K +151 +0%
Bank of America
3
Bank of America
North Carolina
$28M +$221K +11,560 +0.9%
CA
4
Cornerstone Advisors
North Carolina
$25M
KIM
5
Karpus Investment Management
New York
$16.2M -$8.48M -442,454 -36%
Wells Fargo
6
Wells Fargo
California
$14.1M -$203K -10,614 -2%
MGAM
7
McGowan Group Asset Management
Texas
$13M +$21.6K +1,126 +0.2%
LPL Financial
8
LPL Financial
California
$7.26M +$272K +14,186 +4%
Cohen & Steers
9
Cohen & Steers
New York
$6.62M
HBCM
10
Heron Bay Capital Management
Michigan
$6.58M +$6.02M +314,167 New
AAM
11
Advisors Asset Management
Colorado
$6.22M -$273K -14,267 -5%
Ameriprise
12
Ameriprise
Minnesota
$5.39M -$116K -6,053 -2%
GC
13
Guggenheim Capital
Illinois
$5.05M -$872K -45,515 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.8M +$104K +5,420 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.78M +$279K +14,578 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$4.58M +$35.2K +1,835 +0.8%
First Trust Advisors
17
First Trust Advisors
Illinois
$3.63M -$152K -7,917 -4%
SPIA
18
Steward Partners Investment Advisory
New York
$3.6M +$1.49M +77,601 +82%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.55M -$13.5K -704 -0.4%
WA
20
WealthTrust Axiom
Pennsylvania
$2.69M +$51.1K +2,665 +2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.63M +$253K +13,182 +12%
BPA
22
Beacon Pointe Advisors
California
$2.3M
AA
23
AQR Arbitrage
Connecticut
$2.24M -$2.41M -125,685 -54%
WWMSC
24
Wagner Wealth Management (South Carolina)
South Carolina
$1.95M +$7.93K +414 +0.4%
LOPW
25
Live Oak Private Wealth
North Carolina
$1.93M

ETG Hedge Fund Activity: Q2 2025 in Review

108 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q2 2025, worth a combined $305M — up 12% from $272M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETG positions and 9 closed out — a net gain of 10 holders — while 30 added to existing stakes and 28 trimmed.

The largest buyer was Heron Bay Capital Management, opening a new position worth an estimated $6.02M. The largest seller was Karpus Investment Management, cutting an estimated $8.48M.

  • 108 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q2 2025, up from 98 in Q1 2025.
  • Funds reported $305M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q2 2025, up 12% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q2 2025 and 9 closed out, a net change of +10 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q2 2025 was Heron Bay Capital Management, an estimated $6.02M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q2 2025 was Karpus Investment Management, an estimated $8.48M sold.

Based on aggregated 13F filings for Q2 2025.