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HTD

John Hancock Tax-Advantaged Dividend Income Fund
HTD

94 hedge funds and large institutions have $155M invested in John Hancock Tax-Advantaged Dividend Income Fund in 2026 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 16

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $147M → $155M (+$8.28M)

1% more funds holding

Funds holding: 93 → 94 (+1)

0.45% more ownership

Funds ownership: 16.76% → 17.2% (+0.45%)

Holders
94
Holders Change
+1
Holders Change %
+1.08%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
36
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.34M
2
UBS Group
UBS Group
Switzerland
+$1.1M
3
Osaic Holdings
Osaic Holdings
Arizona
+$919K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$758K
5
Cerity Partners
Cerity Partners
New York
+$633K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.56M
2
WAM
Wolverine Asset Management
Illinois
-$585K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$583K
4
KWM
Kingsview Wealth Management
Oregon
-$332K
5
A
Argentarii
Ohio
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$903K +$263K +10,345 +41%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$839K +$16.6K +656 +2%
DG
28
Diesslin Group
Texas
$779K +$1.7K +67 +0.2%
WIA
29
World Investment Advisors
California
$765K – – –
PFO
30
PMG Family Office
Texas
$744K +$6.78K +267 +0.9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$732K -$18.3K -721 -2%
FNBOMD
32
First National Bank of Mount Dora
Florida
$709K – – –
MAG
33
MRA Advisory Group
New Jersey
$703K -$1.09K -43 -0.2%
Ameriprise
34
Ameriprise
Minnesota
$671K +$45.5K +1,791 +7%
Cerity Partners
35
Cerity Partners
New York
$635K +$633K +24,927 New
PAG
36
Private Advisor Group
New Jersey
$568K +$212K +8,351 +60%
IMT
37
Investment Management Trust
Massachusetts
$559K +$10.2K +400 +2%
SAI
38
Savvy Advisors Inc
New York
$549K -$5.13K -202 -0.9%
MA
39
Mutual Advisors
Nebraska
$549K +$6.34K +250 +1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$541K +$1.88K +74 +0.3%
NFG
41
Nations Financial Group
Iowa
$499K -$45.7K -1,800 -8%
FFS
42
Founders Financial Securities
Maryland
$476K – – –
BPA
43
Beacon Pointe Advisors
California
$396K +$394K +15,516 New
AFM
44
Abbot Financial Management
Massachusetts
$394K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$387K +$38.2K +1,506 +11%
SPIA
46
Steward Partners Investment Advisory
New York
$367K +$12.7K +500 +4%
BEI
47
Benjamin Edwards Inc
Missouri
$365K +$1.98K +78 +0.5%
SFS
48
Sowell Financial Services
Arkansas
$337K +$89.9K +3,543 +37%
PI
49
PFG Investments
New York
$336K – – –
MA
50
Mezzasalma Advisors
New Jersey
$331K +$6.01K +237 +2%
1
2
3 4 5

HTD Hedge Fund Activity: Q2 2026 in Review

94 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) for Q2 2026, worth a combined $155M — up 5.6% from $147M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HTD positions and 7 closed out — a net gain of 4 holders — while 36 added to existing stakes and 16 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $1.34M. The largest seller was Invesco, cutting an estimated $2.56M.

  • 94 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q2 2026, up from 93 in Q1 2026.
  • Funds reported $155M of John Hancock Tax-Advantaged Dividend Income Fund stock for Q2 2026, up 5.6% quarter-over-quarter.
  • 11 funds opened new John Hancock Tax-Advantaged Dividend Income Fund positions in Q2 2026 and 7 closed out, a net change of +4 holders.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund buyer in Q2 2026 was CAPTRUST Financial Advisors, an estimated $1.34M added.
  • The largest John Hancock Tax-Advantaged Dividend Income Fund seller in Q2 2026 was Invesco, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2026.