We are live on ! Find out more
ETG

Eaton Vance Tax-Advantaged Global Dividend Income Fund

125 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Advantaged Global Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

0.27% less ownership

Funds ownership: 18.62%18.35% (-0.27%)

2% less funds holding

Funds holding: 127125 (-2)

14% less capital invested

Capital invested by funds: $328M → $282M (-$46.4M)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
38
Reduced
27
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54M +$1.21M +53,914 +2%
UBS Group
2
UBS Group
Switzerland
$44.3M -$1.43M -63,873 -3%
Bank of America
3
Bank of America
North Carolina
$29.4M +$3.5M +155,996 +12%
Wells Fargo
4
Wells Fargo
California
$16.9M +$2.71M +120,907 +17%
MGAM
5
McGowan Group Asset Management
Texas
$12.6M +$14.3K +638 +0.1%
SFS
6
Shaker Financial Services
Virginia
$8.01M +$7.21M +321,586 +420%
KIM
7
Karpus Investment Management
New York
$7.79M -$671K -29,902 -7%
LPL Financial
8
LPL Financial
California
$7.4M -$41K -1,829 -0.5%
HBCM
9
Heron Bay Capital Management
Michigan
$6.27M -$13.3K -591 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.15M +$445K +19,855 +7%
Ameriprise
11
Ameriprise
Minnesota
$5.98M -$1.19M -53,210 -15%
Raymond James Financial
12
Raymond James Financial
Florida
$5.93M -$541K -24,108 -8%
SPIA
13
Steward Partners Investment Advisory
New York
$4.69M +$245K +10,926 +5%
First Trust Advisors
14
First Trust Advisors
Illinois
$4.04M +$243K +10,819 +6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.74M +$70.2K +3,131 +2%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$3.52M +$604K +26,951 +18%
GC
17
Guggenheim Capital
Illinois
$3.43M +$63.3K +2,821 +2%
WAM
18
Wolverine Asset Management
Illinois
$2.78M +$3.1M +138,333 New
AAM
19
Advisors Asset Management
Colorado
$2.71M -$785K -35,017 -21%
Cohen & Steers
20
Cohen & Steers
New York
$2.59M -$448K -20,000 -13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.46M -$125K -5,564 -4%
WA
22
WealthTrust Axiom
Pennsylvania
$2.39M -$71K -3,165 -3%
SA
23
Sanctuary Advisors
Indiana
$2.33M +$23.7K +1,059 +0.9%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$2.28M -$143K -6,386 -5%
BPA
25
Beacon Pointe Advisors
California
$2.27M

ETG Hedge Fund Activity: Q1 2026 in Review

125 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) for Q1 2026, worth a combined $282M — down 14% from $328M a quarter earlier.

Fund positioning in ETG was balanced in Q1 2026: 21 funds opened new positions, 21 closed out, 38 added to existing stakes and 27 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $7.21M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $19.9M sold.

  • 125 institutional investors held Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) as of Q1 2026, down from 127 in Q4 2025.
  • Funds reported $282M of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock for Q1 2026, down 14% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Tax-Advantaged Global Dividend Income Fund positions in Q1 2026 and 21 closed out, a net change of 0 holders.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $7.21M added.
  • The largest Eaton Vance Tax-Advantaged Global Dividend Income Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2026.