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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
Lido Advisors
51
Lido Advisors
California
$323K – – –
CI
52
Conning Inc
Connecticut
$284K – – –
GWM
53
Geneos Wealth Management
Colorado
$279K +$6.34K +250 +2%
BRWA
54
B. Riley Wealth Advisors
Florida
$263K +$259K +10,220 New
PIA
55
Powell Investment Advisors
Florida
$257K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$255K +$251K +9,896 +9,515%
MCM
57
MAI Capital Management
Ohio
$255K +$254K +10,000 New
CIA
58
Concurrent Investment Advisors
Florida
$254K – – –
HighTower Advisors
59
HighTower Advisors
Illinois
$248K +$246K +9,712 New
SCA
60
SMH Capital Advisors
Texas
$233K +$9.74K +384 +4%
XT
61
XTX Topco
Cayman Islands
$230K +$229K +9,018 New
IFWM
62
Institute for Wealth Management
Colorado
$228K – – –
SOS
63
Silver Oak Securities
Tennessee
$226K +$685 +27 +0.3%
AFP
64
Ausdal Financial Partners
Iowa
$225K +$1.27K +50 +0.6%
Creative Planning
65
Creative Planning
Kansas
$223K +$222K +8,737 New
ASN
66
Advisory Services Network
Georgia
$221K – – –
WAM
67
WealthTrust Asset Management
Florida
$219K – – –
KAS
68
Kestra Advisory Services
Texas
$218K +$217K +8,535 New
NA
69
NewEdge Advisors
Louisiana
$134K – – –
AF
70
Allworth Financial
California
$108K +$761 +30 +0.7%
NS
71
NBC Securities
Alabama
$103K – – –
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$87.7K +$25.6K +1,008 +41%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$81.6K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$71.2K +$48.4K +1,906 +215%
FHC
75
First Horizon Corporation
Tennessee
$63K – – –
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.