Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Tax Mnged Buy Wr (ETB)

89 + Investors. Track Smart Money conviction in ETB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — ETB

Based on 90 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ETB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
90 hedge funds hold ETB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ETB is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 61% buying

46 buying29 selling
Last quarter: 46 funds were net buyers (16 opened a brand new position + 30 added to an existing one). Only 29 were sellers (16 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 4 → 11 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 18% new
59 out of 90 hedge funds have held ETB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

11 → 11 → 4 → 11 → 16 new funds/Q
New funds entering each quarter: 11 → 4 → 11 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 90 holders: 60 (67%) are 2+ year veterans, 11 entered 1–2 years ago, and 19 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
13 of 90 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ETB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ETB

In 2026 Q1, 46 hedge funds were net buyers of ETB (16 opened a new position, 30 added to an existing one), while 29 reduced or exited (16 trimmed, 13 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in ETB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 90.

Hedge Fund Ownership: ETB

How many hedge funds hold ETB — quarterly history vs. share price
Quarterly hedge fund ownership of ETB vs. share price

Market Analysis: ETB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ETB
2026 Q2 Stats Unlock in 4 days 89 + Investors

Track Smart Money conviction in ETB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 89 86 3.49%
13F Shares 6M 6M 6.32%
Total Value $89M $92M -3.38%
New Positions 15 11 +4
Increased Positions 30 26 +4
Closed Positions 12 8 +4
Reduced Positions 16 24 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETB

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Institutional Holders (2026 Q2)

89 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ETB. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ETB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 2.13% 437,829 $6.8M
2 PMG Family Office LLC 1.11% 77,741 $1.2M
3 Sims Investment Management, LLC 0.48% 100,475 $1.6M
4 1607 Capital Partners, LLC 0.40% 297,953 $4.6M
5 Quartz Partners, LLC 0.28% 55,205 $858K
6 Integrated Capital Management, INC. 0.14% 13,151 $204K
7 Fortitude Advisory Group L.L.C. 0.11% 19,241 $299K
8 Somerset Trust Co 0.10% 23,446 $364K
9 CFO4Life Group, LLC 0.10% 47,086 $732K
10 VSM Wealth Advisory, LLC 0.08% 20,451 $318K
11 Guggenheim Capital LLC 0.08% 825,240 $12.8M
12 Gould Capital, LLC 0.08% 9,095 $141K
13 Burford Brothers, Inc. 0.07% 12,500 $194K
14 Tyche Wealth Partners LLC 0.05% 24,650 $383K
15 Meridian Wealth Management, LLC 0.04% 79,209 $1.2M
16 Keystone Financial Group 0.03% 28,150 $437K
17 Sage Rhino Capital LLC 0.03% 10,000 $155K
18 Founders Financial Alliance, LLC 0.02% 11,727 $182K
19 AssuredPartners Investment Advisors, LLC 0.02% 13,150 $204K
20 Horizon Financial Services, LLC 0.02% 3,100 $48K
21 Intrua Financial, LLC 0.02% 11,626 $181K
22 Stonebridge Capital Advisors LLC 0.01% 14,000 $218K
23 WCG Wealth Advisors LLC 0.01% 37,177 $578K
24 Creative Capital Management Investments LLC 0.01% 3,556 $55K
25 HighPoint Advisor Group LLC 0.01% 23,037 $358K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Eaton Vance Tax Mnged Buy Wr (ETB)

What does the Smart Money Trend signal show for ETB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ETB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ETB?

More buyers than sellers — 61% buying: Last quarter: 46 funds were net buyers (16 opened a brand new position + 30 added to an existing one). Only 29 were sellers (16 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ETB holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 90 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ETB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ETB?

66% of holders stayed for 2+ years: 59 out of 90 hedge funds have held ETB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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