Eaton Vance Tax-Advantaged Dividend Income Fund
145 hedge funds and large institutions have $338M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 38
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.16% less ownership
Funds ownership: 18.6% → 18.44% (-0.16%)
3% less capital invested
Capital invested by funds: $349M → $338M (-$11.5M)
2% less funds holding
Funds holding: 148 → 145 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.45M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.38M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.31M |
| 4 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$938K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$934K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.78M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.69M |
| 3 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$2.23M |
| 4 |
Two Sigma Investments
New York
|
-$1.51M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.31M |
EVT Hedge Fund Activity: Q1 2026 in Review
145 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q1 2026, worth a combined $338M — down 3.3% from $349M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new EVT positions and 14 closed out — a net gain of 3 holders — while 55 added to existing stakes and 38 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $1.45M. The largest seller was Shaker Financial Services, cutting an estimated $2.78M.
- 145 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q1 2026, down from 148 in Q4 2025.
- Funds reported $338M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q1 2026, down 3.3% quarter-over-quarter.
- 17 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q1 2026 and 14 closed out, a net change of +3 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q1 2026 was Steward Partners Investment Advisory, an estimated $1.45M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q1 2026 was Shaker Financial Services, an estimated $2.78M sold.
Based on aggregated 13F filings for Q1 2026.