We are live on ! Find out more
EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund

109 hedge funds and large institutions have $242M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

0.08% more ownership

Funds ownership: 13.66%13.74% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 113109 (-4)

17% less capital invested

Capital invested by funds: $290M → $242M (-$48.8M)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
109
Holders Change
-4
Holders Change %
-3.54%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
34
Reduced
25
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.4M -$275K -10,855 -16%
AWM
27
AE Wealth Management
Kansas
$1.26M -$73.4K -2,893 -5%
Ameriprise
28
Ameriprise
Minnesota
$1.24M -$87.9K -3,465 -6%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.06M +$166K +6,547 +17%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.05M +$12.7K +500 +1%
CA
31
Cetera Advisors
Colorado
$1.05M -$22.8K -898 -2%
CAN
32
Cetera Advisor Networks
California
$1.01M +$37.4K +1,475 +4%
SFS
33
Sowell Financial Services
Arkansas
$966K +$42.9K +1,691 +4%
HCM
34
Hollencrest Capital Management
California
$955K
JMPWA
35
JP Morgan Private Wealth Advisors
California
$949K +$245K +9,670 +32%
Mariner
36
Mariner
Kansas
$876K +$101K +4,000 +12%
EVM
37
Eaton Vance Management
Massachusetts
$749K
AWS
38
Atria Wealth Solutions
New York
$692K -$191K -7,541 -21%
Creative Planning
39
Creative Planning
Kansas
$677K -$158K -6,222 -18%
SCA
40
Snowden Capital Advisors
New York
$661K +$59.3K +2,336 +9%
OC
41
Oppenheimer & Co
New York
$638K +$35K +1,380 +5%
EWA
42
Encompass Wealth Advisors
Oregon
$633K -$2.06K -81 -0.3%
DWM
43
Denver Wealth Management
Colorado
$630K +$670K +26,392 New
LOPW
44
Live Oak Private Wealth
North Carolina
$587K
DC
45
Davenport & Co
Virginia
$578K +$43.5K +1,714 +8%
MML Investors Services
46
MML Investors Services
Massachusetts
$578K +$66.7K +2,629 +12%
SWM
47
Silverlake Wealth Management
Vermont
$547K
KPWS
48
Kestra Private Wealth Services
Texas
$410K +$9.54K +376 +2%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$384K +$36.3K +1,432 +10%
FT
50
Fiduciary Trust
Massachusetts
$359K