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.
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: 1 → 1 (0)
4% less funds holding
Funds holding: 113 → 109 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.34M |
| 2 |
MGAM
McGowan Group Asset Management
Dallas,
Texas
|
+$1.66M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.25M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.08M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$744K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.39M |
| 2 |
Cohen & Steers
New York
|
-$2.66M |
| 3 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
-$694K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$416K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$356K |
EVT Hedge Fund Activity: Q2 2022 in Review
109 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) for Q2 2022, worth a combined $242M — down 17% from $290M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of EVT and 13 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 34 added.
The largest buyer was Wells Fargo, adding an estimated $3.34M. The largest seller was Bank of America, cutting an estimated $3.39M.
- 109 institutional investors held Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) as of Q2 2022, down from 113 in Q1 2022.
- Funds reported $242M of Eaton Vance Tax-Advantaged Dividend Income Fund stock for Q2 2022, down 17% quarter-over-quarter.
- 13 funds opened new Eaton Vance Tax-Advantaged Dividend Income Fund positions in Q2 2022 and 17 closed out, a net change of -4 holders.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund buyer in Q2 2022 was Wells Fargo, an estimated $3.34M added.
- The largest Eaton Vance Tax-Advantaged Dividend Income Fund seller in Q2 2022 was Bank of America, an estimated $3.39M sold.
Based on aggregated 13F filings for Q2 2022.