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AOD

abrdn Total Dynamic Dividend Fund
AOD

160 hedge funds and large institutions have $278M invested in abrdn Total Dynamic Dividend Fund in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 35

9% more funds holding

Funds holding: 147 → 160 (+13)

1.08% less ownership

Funds ownership: 29.66% → 28.58% (-1.1%)

9% less capital invested

Capital invested by funds: $305M → $278M (-$27.3M)

Holders
160
Holders Change
+13
Holders Change %
+8.84%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
62
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$3.53M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.23M
3
Wells Fargo
Wells Fargo
California
+$1.87M
4
IAIM
International Assets Investment Management
Florida
+$961K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$939K

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$11.1M
2
Morgan Stanley
Morgan Stanley
New York
-$8.57M
3
LPL Financial
LPL Financial
California
-$2.39M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.27M
5
Bank of America
Bank of America
North Carolina
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$4.68K +$5.29K +531 New
NEWAS
152
N.E.W. Advisory Services
Wisconsin
$4.61K +$4.98K +500 New
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$4.22K -$12.9K -1,299 -74%
BBHC
154
Brown Brothers Harriman & Co
New York
$4.14K +$4.48K +450 New
HWP
155
Highline Wealth Partners
California
$2.76K +$2.99K +300 New
ETS
156
ESL Trust Services
New York
$2.3K – – –
KFI
157
Key Financial Inc
Pennsylvania
$2.12K – – –
AA
158
Ancora Advisors
Ohio
$1.7K – – –
S
159
SignatureFD
Georgia
$1.47K +$1.59K +160 New
TRCT
160
Tower Research Capital (TRC)
New York
$553 +$597 +60 New
BTI
161
Blue Trust Inc
Georgia
$1 – – –
PIWA
162
Prevail Innovative Wealth Advisors
Kansas
– -$2.27M -232,599 Closed
Calamos Advisors
163
Calamos Advisors
Illinois
– -$845K -86,654 Closed
DAS
164
Diversify Advisory Services
Utah
– -$755K -76,134 Closed
JWCA
165
J.W. Cole Advisors
Florida
– -$360K -38,158 Closed
TWPM
166
Total Wealth Planning & Management
Florida
– -$304K -31,188 Closed
NW
167
Naviter Wealth
Arkansas
– -$180K -18,304 Closed
AIA
168
Absolute Investment Advisers
Florida
– -$173K -17,566 Closed
OA
169
Oxbow Advisors
Texas
– -$147K -15,115 Closed
MOS
170
MGO One Seven
Ohio
– -$118K -12,077 Closed
QL
171
Quarry LP
New York
– -$103K -10,522 Closed
SA
172
Strategic Advocates
Utah
– -$19.9K -1,994 Closed
TJHA
173
Thomas J. Herzfeld Advisors
Florida
– -$5.75K -590 Closed
GWP
174
Gen-Wealth Partners
Michigan
– -$4.15K -426 Closed
3 4 5 6
7

AOD Hedge Fund Activity: Q1 2026 in Review

160 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in abrdn Total Dynamic Dividend Fund (AOD) for Q1 2026, worth a combined $278M — down 8.9% from $305M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AOD positions and 13 closed out — a net gain of 17 holders — while 62 added to existing stakes and 35 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $3.53M. The largest seller was Allspring Global Investments, cutting an estimated $11.1M.

  • 160 institutional investors held abrdn Total Dynamic Dividend Fund (AOD) as of Q1 2026, up from 147 in Q4 2025.
  • Funds reported $278M of abrdn Total Dynamic Dividend Fund stock for Q1 2026, down 8.9% quarter-over-quarter.
  • 30 funds opened new abrdn Total Dynamic Dividend Fund positions in Q1 2026 and 13 closed out, a net change of +17 holders.
  • The largest abrdn Total Dynamic Dividend Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $3.53M added.
  • The largest abrdn Total Dynamic Dividend Fund seller in Q1 2026 was Allspring Global Investments, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2026.