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HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

93 hedge funds and large institutions have $147M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

4% more capital invested

Capital invested by funds: $141M → $147M (+$5.94M)

0.1% less ownership

Funds ownership: 16.84% → 16.73% (-0.1%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

1% less funds holding

Funds holding: 94 → 93 (-1)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$759K
2
Wells Fargo
Wells Fargo
California
+$758K
3
Raymond James Financial
Raymond James Financial
Florida
+$627K
4
WAM
Wolverine Asset Management
Illinois
+$584K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$574K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$2.44M
2
PFA
Presper Financial Architects
Ohio
-$1.01M
3
Invesco
Invesco
Georgia
-$622K
4
Osaic Holdings
Osaic Holdings
Arizona
-$425K
5
Bank of America
Bank of America
North Carolina
-$316K
Name Holding Trade Value Shares
Change 		Change in
Stake
DG
26
Diesslin Group
Texas
$755K -$34.8K -1,406 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$729K -$86.2K -3,487 -11%
PFO
28
PMG Family Office
Texas
$717K +$9.64K +390 +1%
FNBOMD
29
First National Bank of Mount Dora
Florida
$689K – – –
MAG
30
MRA Advisory Group
New Jersey
$684K -$6.48K -262 -0.9%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$622K +$130K +5,260 +27%
Ameriprise
32
Ameriprise
Minnesota
$607K +$29.5K +1,194 +5%
WAM
33
Wolverine Asset Management
Illinois
$585K +$584K +23,602 New
SAI
34
Savvy Advisors Inc
New York
$539K -$127K -5,152 -19%
IMT
35
Investment Management Trust
Massachusetts
$533K +$532K +21,511 New
NFG
36
Nations Financial Group
Iowa
$529K -$17.9K -725 -3%
MA
37
Mutual Advisors
Nebraska
$527K -$87.8K -3,551 -14%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$524K +$3.31K +134 +0.6%
AAM
39
Advisors Asset Management
Colorado
$507K +$506K +20,474 New
FFS
40
Founders Financial Securities
Maryland
$480K -$6.18K -250 -1%
AFM
41
Abbot Financial Management
Massachusetts
$383K -$3.21K -130 -0.8%
BEI
42
Benjamin Edwards Inc
Missouri
$353K +$91.5K +3,700 +35%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$350K -$31.2K -1,263 -8%
PAG
44
Private Advisor Group
New Jersey
$345K +$2.32K +94 +0.7%
SPIA
45
Steward Partners Investment Advisory
New York
$344K +$183K +7,400 +114%
MML Investors Services
46
MML Investors Services
Massachusetts
$339K +$48.2K +1,950 +17%
KWM
47
Kingsview Wealth Management
Oregon
$332K +$4.9K +198 +1%
PI
48
PFG Investments
New York
$327K -$17.6K -713 -5%
MA
49
Mezzasalma Advisors
New Jersey
$316K +$5.88K +238 +2%
Lido Advisors
50
Lido Advisors
California
$314K – – –
1
2
3 4 5

HTD Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q1 2026, worth a combined $147M — up 4.2% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HTD positions and 10 closed out — a net gain of 2 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $759K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $2.44M sold.

  • 93 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q1 2026, down from 94 in Q4 2025.
  • Funds reported $147M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q1 2026, up 4.2% quarter-over-quarter.
  • 12 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q1 2026 and 10 closed out, a net change of +2 holders.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q1 2026 was CAPTRUST Financial Advisors, an estimated $759K added.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q1 2026 was Shaker Financial Services, an estimated $2.44M sold.

Based on aggregated 13F filings for Q1 2026.