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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.34M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$919K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$758K |
| 5 |
Cerity Partners
New York
|
+$633K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.56M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$585K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$583K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$332K |
| 5 |
A
Argentarii
Cincinnati,
Ohio
|
-$268K |
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.