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Eaton Vance Tax-Advantaged Dividend Income Fund

113 hedge funds and large institutions have $290M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $286M → $290M (+$4.36M)

0.62% more ownership

Funds ownership: 13.04%13.66% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 121113 (-8)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
34
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.62M +$33.9K +1,223 +2%
Ameriprise
27
Ameriprise
Minnesota
$1.6M +$20.5K +742 +1%
CA
28
Cetera Advisors
Colorado
$1.3M +$322K +11,648 +35%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.29M -$97.6K -3,526 -7%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.28M -$12.4K -447 -1%
CAN
31
Cetera Advisor Networks
California
$1.18M -$36.3K -1,311 -3%
HCM
32
Hollencrest Capital Management
California
$1.16M -$86.2K -3,114 -7%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.1M -$26.2K -945 -2%
AWS
34
Atria Wealth Solutions
New York
$1.06M +$1.01M +36,529 New
Creative Planning
35
Creative Planning
Kansas
$1M -$34.7K -1,253 -3%
SFS
36
Sowell Financial Services
Arkansas
$969K +$64K +2,312 +6%
Mariner
37
Mariner
Kansas
$947K -$29.4K -1,062 -3%
EVM
38
Eaton Vance Management
Massachusetts
$909K
JMPWA
39
JP Morgan Private Wealth Advisors
California
$871K +$512K +18,498 +160%
EWA
40
Encompass Wealth Advisors
Oregon
$770K +$5.42K +196 +0.7%
SCA
41
Snowden Capital Advisors
New York
$735K +$359K +12,982 +105%
OC
42
Oppenheimer & Co
New York
$734K -$100K -3,613 -12%
LOPW
43
Live Oak Private Wealth
North Carolina
$713K
FFA
44
Founders Financial Alliance
North Carolina
$694K -$213K -7,684 -24%
SWM
45
Silverlake Wealth Management
Vermont
$664K -$21.1K -763 -3%
DC
46
Davenport & Co
Virginia
$652K -$16.6K -600 -3%
MML Investors Services
47
MML Investors Services
Massachusetts
$625K -$6.37K -230 -1%
Invesco
48
Invesco
Georgia
$502K -$107K -3,870 -18%
PFS
49
Prospera Financial Services
Texas
$495K +$136K +4,922 +40%
KPWS
50
Kestra Private Wealth Services
Texas
$486K +$664 +24 +0.1%