EATON VANCE TAX-ADV DVD INC (XEVTX) Institutional Ownership Changes & 13F Activity
EATON VANCE TAX-ADV DVD INC (XEVTX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, 1607 Capital Partners, Llc, Bank Of America Corp, Advisors Asset Management, Inc., and Saba Capital Management, L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Buy | +105,370 | +12.5% | 946,952 | $26.21M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +9,741 | — | 9,741 | $269.63K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -1,700 | -6.3% | 25,438 | $704.12K | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, Llc | Buy | +2,450 | +21.6% | 13,799 | $381.97K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +14,943 | — | 14,943 | $413.62K | Q2 2026 | Aug 18, 2026 |
| Ameriprise Financial Inc | Buy | +229,857 | — | 229,857 | $6.36M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -66,253 | -7.5% | 817,695 | $22.63M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -49,792 | -18.6% | 218,584 | $6.05M | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | Buy | +44,169 | — | 44,169 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +35,012 | +4.8% | 763,634 | $21.14M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +25,631 | — | 25,631 | $709.47K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +15,778 | +5.3% | 314,076 | $8.69M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +14,549 | — | 14,549 | $402.72K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +7,525 | — | 7,525 | $208.29K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +6,941 | +0.7% | 1,020,608 | $28.25M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +6,887 | +3.6% | 196,431 | $5.44M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +6,307 | +4.5% | 146,491 | $4.05M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Sell | -3,654 | -0.9% | 412,721 | $11.42M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +2,769 | +12.3% | 25,274 | $699.58K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -1,877 | -14.3% | 11,279 | $281.84K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +359 | — | 359 | $9.71K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -353 | -2.6% | 13,359 | $369.79K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +183 | +1.9% | 10,018 | $277.29K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +9 | — | 9 | $258.00 | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +28,429 | +40.6% | 98,412 | $2.72M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +18,100 | +1.9% | 991,440 | $27.44M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +14,907 | +7.7% | 208,410 | $5.77M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +9,756 | +1.1% | 902,526 | $24.98M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +7,603 | +8.9% | 93,032 | $2.58M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +7,149 | +4.7% | 159,161 | $4.41M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about XEVTX activity
Which institutional owners are buying XEVTX?
Institutional owners buying XEVTX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XEVTX activity?
"Buy" means an investor increased their reported position in XEVTX compared to the prior reporting period. This reflects growing exposure to EATON VANCE TAX-ADV DVD INC (XEVTX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XEVTX increasing?
Institutional interest in XEVTX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.