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ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

127 hedge funds and large institutions have $328M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

14% more funds holding

Funds holding: 111127 (+16)

8% more capital invested

Capital invested by funds: $305M → $328M (+$23.4M)

0.29% less ownership

Funds ownership: 18.91%18.62% (-0.29%)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
127
Holders Change
+16
Holders Change %
+14.41%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
32
Reduced
38
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
$60.8M +$2.08M +94,796 +4%
UBS Group
2
UBS Group
Switzerland
$52.3M -$140K -6,392 -0.3%
Bank of America
3
Bank of America
North Carolina
$30.1M -$702K -31,984 -2%
CA
4
Cornerstone Advisors
North Carolina
$19.9M -$7.36M -335,256 -28%
Wells Fargo
5
Wells Fargo
California
$16.6M +$689K +31,413 +5%
MGAM
6
McGowan Group Asset Management
Texas
$14.4M -$4.78K -218 -0%
KIM
7
Karpus Investment Management
New York
$9.64M -$4.3M -195,965 -32%
LPL Financial
8
LPL Financial
California
$8.54M +$190K +8,665 +2%
Ameriprise
9
Ameriprise
Minnesota
$8.1M +$1.97M +89,936 +35%
Raymond James Financial
10
Raymond James Financial
Florida
$7.37M +$2.42M +110,350 +53%
HBCM
11
Heron Bay Capital Management
Michigan
$7.21M -$34.9K -1,589 -0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.6M +$650K +29,613 +12%
SPIA
13
Steward Partners Investment Advisory
New York
$5.13M +$285K +13,009 +6%
First Trust Advisors
14
First Trust Advisors
Illinois
$4.39M -$17.4K -794 -0.4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$4.22M -$3.01K -137 -0.1%
AAM
16
Advisors Asset Management
Colorado
$3.92M -$1.18M -53,656 -24%
GC
17
Guggenheim Capital
Illinois
$3.87M -$1.36M -62,035 -27%
Cohen & Steers
18
Cohen & Steers
New York
$3.44M -$966K -44,000 -23%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$3.42M +$193K +8,791 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.96M -$1.52M -69,337 -35%
WA
21
WealthTrust Axiom
Pennsylvania
$2.81M -$112K -5,100 -4%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$2.76M +$786K +35,807 +43%
SA
23
Sanctuary Advisors
Indiana
$2.65M +$101K +4,581 +4%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.64M +$936K +42,661 +59%
BPA
25
Beacon Pointe Advisors
California
$2.6M

ETG Hedge Fund Activity: Q4 2025 in Review

127 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q4 2025, worth a combined $328M — up 7.7% from $305M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ETG positions and 10 closed out — a net gain of 16 holders — while 32 added to existing stakes and 38 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $2.42M. The largest seller was Cornerstone Advisors, cutting an estimated $7.36M.

  • 127 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q4 2025, up from 111 in Q3 2025.
  • Funds reported $328M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q4 2025, up 7.7% quarter-over-quarter.
  • 26 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q4 2025 and 10 closed out, a net change of +16 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q4 2025 was Raymond James Financial, an estimated $2.42M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2025.