John Hancock Tax-Advantaged Dividend Income Fund
HTD
95 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, 31 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
0.08% less ownership
Funds ownership: 16.88% → 16.8% (-0.08%)
4% less capital inflows, than outflows
Capital inflows: $6.88M | Capital outflows: $7.19M
6% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 31
1% less funds holding
Funds holding: 96 → 95 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$759K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$758K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$627K |
| 4 |
Wolverine Asset Management
Chicago,
Illinois
|
+$584K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$574K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.44M |
| 2 |
PFA
Presper Financial Architects
Akron,
Ohio
|
-$1.01M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$622K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$425K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$316K |
HTD Hedge Fund Activity: Q1 2026 in Review
95 of the 8,212 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 $142M 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 31 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.
- 95 institutional investors held John Hancock Tax-Advantaged Dividend Income Fund (HTD) as of Q1 2026, down from 96 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.