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Eaton Vance Tax-Advantaged Dividend Income Fund

110 hedge funds and large institutions have $282M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

8% more capital invested

Capital invested by funds: $261M → $282M (+$20.8M)

0.36% more ownership

Funds ownership: 13.5%13.86% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 119110 (-9)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
44
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ahrens Investment Partners
Louisiana
$229K
NA
77
NewEdge Advisors
Louisiana
$224K +$3.03K +110 +1%
IFWM
78
Institute for Wealth Management
Colorado
$214K -$523 -19 -0.2%
AWA
79
Acorn Wealth Advisors
Michigan
$209K -$11K -400 -5%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$202K -$19.8K -720 -9%
US Bancorp
81
US Bancorp
Minnesota
$187K
SWM
82
Spire Wealth Management
Virginia
$162K -$166K -6,021 -51%
IRC
83
Investors Research Corp
Georgia
$124K
GWM
84
Geneos Wealth Management
Colorado
$123K
FWM
85
Focused Wealth Management
New York
$102K
WP
86
WealthShield Partners
North Carolina
$94K +$193 +7 +0.2%
ASN
87
Advisory Services Network
Georgia
$81K +$80.1K +2,913 New
HI
88
Harbour Investments
Wisconsin
$79K +$13.7K +497 +21%
JCM
89
Jacobi Capital Management
Pennsylvania
$74K +$1.16K +42 +2%
EWM
90
Endurance Wealth Management
Rhode Island
$69K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$62K
PB
92
Pinnacle Bancorp
Nebraska
$58K
NFG
93
Next Financial Group
Texas
$50K
AF
94
Advisornet Financial
Minnesota
$48K +$27.5K +1,000 +133%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$40K
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$40K
BAM
97
Barrett Asset Management
New York
$30K
EW
98
Evoke Wealth
California
$30K
FI
99
FormulaFolio Investments
Michigan
$30K
APC
100
Aspire Private Capital
North Carolina
$29K