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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

111 hedge funds and large institutions have $305M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3% more funds holding

Funds holding: 108111 (+3)

0% less capital invested

Capital invested by funds: $305M → $305M (-$42.5K)

0.18% less ownership

Funds ownership: 19.09%18.91% (-0.18%)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
40
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.6M +$1.12M +53,894 +2%
UBS Group
2
UBS Group
Switzerland
$48M -$392K -18,799 -0.8%
Bank of America
3
Bank of America
North Carolina
$28.2M -$64.7K -3,099 -0.2%
CA
4
Cornerstone Advisors
North Carolina
$25.3M
Wells Fargo
5
Wells Fargo
California
$14.5M +$294K +14,090 +2%
MGAM
6
McGowan Group Asset Management
Texas
$13.2M +$52.8K +2,531 +0.4%
KIM
7
Karpus Investment Management
New York
$13M -$3.36M -161,265 -21%
LPL Financial
8
LPL Financial
California
$7.63M +$300K +14,391 +4%
HBCM
9
Heron Bay Capital Management
Michigan
$6.63M -$11.3K -544 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$5.51M +$66K +3,162 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.41M +$582K +27,898 +12%
GC
12
Guggenheim Capital
Illinois
$4.85M -$234K -11,203 -5%
AAM
13
Advisors Asset Management
Colorado
$4.72M -$1.54M -73,882 -25%
SPIA
14
Steward Partners Investment Advisory
New York
$4.42M +$781K +37,423 +22%
Raymond James Financial
15
Raymond James Financial
Florida
$4.41M -$204K -9,785 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.17M -$666K -31,919 -14%
Cohen & Steers
17
Cohen & Steers
New York
$4.08M -$2.57M -123,252 -39%
First Trust Advisors
18
First Trust Advisors
Illinois
$4.03M +$358K +17,151 +10%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.87M +$278K +13,326 +8%
SFS
20
Shaker Financial Services
Virginia
$3.45M +$2.88M +137,868 +541%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.94M +$282K +13,508 +11%
WA
22
WealthTrust Axiom
Pennsylvania
$2.68M -$31.3K -1,500 -1%
BPA
23
Beacon Pointe Advisors
California
$2.38M +$54.2K +2,600 +2%
SA
24
Sanctuary Advisors
Indiana
$2.33M +$374K +17,912 +19%
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$2.06M +$96.5K +4,626 +5%

ETG Hedge Fund Activity: Q3 2025 in Review

111 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q3 2025, worth a combined $305M — down 0.01% from $305M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ETG positions and 8 closed out — a net gain of 4 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.88M. The largest seller was Karpus Investment Management, cutting an estimated $3.36M.

  • 111 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q3 2025, up from 108 in Q2 2025.
  • Funds reported $305M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q3 2025, down 0.01% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q3 2025 and 8 closed out, a net change of +4 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q3 2025 was Shaker Financial Services, an estimated $2.88M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q3 2025 was Karpus Investment Management, an estimated $3.36M sold.

Based on aggregated 13F filings for Q3 2025.