We are live on ! Find out more
EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund

95 hedge funds and large institutions have $176M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 9295 (+3)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0.47% less ownership

Funds ownership: 12.61%12.14% (-0.47%)

1% less capital invested

Capital invested by funds: $178M → $176M (-$2.64M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
27
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$266K -$109K -5,512 -29%
AAS
52
Avantax Advisory Services
Texas
$262K +$262K +13,220 New
MAFM
53
Mid Atlantic Financial Management
Pennsylvania
$261K +$41.7K +2,102 +20%
SFS
54
Sowell Financial Services
Arkansas
$258K -$67.6K -3,405 -21%
FAIM
55
Financial Advocates Investment Management
Washington
$243K
LCM
56
Landscape Capital Management
New Jersey
$241K +$243K +12,241 New
WAAG
57
Wealth Alliance Advisory Group
Kansas
$228K
BRWA
58
B. Riley Wealth Advisors
Florida
$221K +$225K +11,313 New
TNB
59
TCF National Bank
South Dakota
$217K
KA
60
Kovack Advisors
Florida
$207K -$79.7K -4,015 -28%
FFA
61
Founders Financial Alliance
North Carolina
$198K +$200K +10,060 New
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$197K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$178K
US Bancorp
64
US Bancorp
Minnesota
$133K +$60.6K +3,053 +82%
PFS
65
Prospera Financial Services
Texas
$105K +$106K +5,350 New
IRC
66
Investors Research Corp
Georgia
$89K
FHA
67
Flagship Harbor Advisors
Massachusetts
$89K +$24K +1,210 +36%
EIP
68
Ellis Investment Partners
Pennsylvania
$85K -$16.6K -834 -16%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$78K -$39.2K -1,975 -33%
GWM
70
Geneos Wealth Management
Colorado
$78K
FWM
71
Focused Wealth Management
New York
$73K
LGWM
72
Litman Gregory Wealth Management
California
$69K +$69.5K +3,500 New
ASN
73
Advisory Services Network
Georgia
$58K +$58.8K +2,963 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$55K
JCM
75
Jacobi Capital Management
Pennsylvania
$50K +$1.09K +55 +2%