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Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

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: 1 → 1 (0)

7% less funds holding

Funds holding: 121 → 113 (-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
–

Top Buyers

1
MGAM
McGowan Group Asset Management
Texas
+$6.52M
2
FAM
Formidable Asset Management
Ohio
+$6.18M
3
RJA
Raymond James & Associates
Florida
+$5.71M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$512K
5
GC
Guggenheim Capital
Illinois
+$491K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.43M
2
UBS Group
UBS Group
Switzerland
-$963K
3
JWCA
J.W. Cole Advisors
Florida
-$713K
4
SFS
Shaker Financial Services
Virginia
-$553K
5
Wells Fargo
Wells Fargo
California
-$471K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
76
Commons Capital
Massachusetts
$235K +$886 +32 +0.4%
1WA
77
180 Wealth Advisors
Washington
$234K – – –
AAS
78
Avantax Advisory Services
Texas
$233K +$277 +10 +0.1%
BPA
79
Beacon Pointe Advisors
California
$226K +$216K +7,815 New
IFWM
80
Institute for Wealth Management
Colorado
$223K – – –
CAM
81
Cresset Asset Management
Illinois
$206K +$3.49K +126 +2%
US Bancorp
82
US Bancorp
Minnesota
$196K – – –
BAM
83
Belpointe Asset Management
Nevada
$158K -$2.08K -75 -1%
IA
84
IFP Advisors
Florida
$155K +$188K +6,808 New
Bessemer Group
85
Bessemer Group
New Jersey
$130K – – –
IRC
86
Investors Research Corp
Georgia
$130K – – –
SWM
87
Spire Wealth Management
Virginia
$112K -$399K -14,420 -79%
FWM
88
Focused Wealth Management
New York
$107K – – –
APA
89
American Portfolios Advisors
New York
$95.7K +$56.5K +2,040 +162%
ZIG
90
Zullo Investment Group
Pennsylvania
$87K – – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$80K – – –
PGAM
92
Princeton Global Asset Management
New Jersey
$73K +$69.7K +2,519 New
EWM
93
Endurance Wealth Management
Rhode Island
$72K – – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$60K -$108K -3,900 -65%
FFWM
95
Future Financial Wealth Management
Ohio
$43K +$471 +17 +1%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
EW
97
Evoke Wealth
California
$32K – – –
TFP
98
Tilia Fiduciary Partners
North Carolina
$32K – – –
APC
99
Aspire Private Capital
North Carolina
$30K – – –
GWSG
100
GPS Wealth Strategies Group
Colorado
$29K – – –
2 3
4
5 6

EVT Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q1 2022, worth a combined $290M — up 1.5% from $286M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVT and 8 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 34 added.

The largest buyer was McGowan Group Asset Management, adding an estimated $6.52M. The largest seller was Bank of America, cutting an estimated $3.43M.

  • 113 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q1 2022, down from 121 in Q4 2021.
  • Funds reported $290M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q1 2022, up 1.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q1 2022 and 13 closed out, a net change of -5 holders.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q1 2022 was McGowan Group Asset Management, an estimated $6.52M added.
  • The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q1 2022 was Bank of America, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2022.