Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE TAX MNGED BUY WR (ETB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — ETB

Based on 84 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (95% of max)

95% of all-time peak
84 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 (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

36 buying31 selling
Last quarter: 36 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new ETB position: 10 → 9 → 4 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 21% medium 11% new
57 out of 84 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.
📊

Peak discovery — momentum slowing

10 → 10 → 9 → 4 → 11 new funds/Q
New funds entering each quarter: 10 → 9 → 4 → 11. ETB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 14% 1-2yr 17% new
Of 84 current holders: 58 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
13 of 84 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ETB
2026 Q1 Stats Unlock in 14 days 84 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 84 80 5.0%
13F Shares 6M 6M 0.46%
Total Value $91M $89M 2.27%
New Positions 11 4 +7
Increased Positions 25 29 -4
Closed Positions 7 8 -1
Reduced Positions 24 22 +2
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 Q1)

84 + investors

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

Top 25 institutional holders of ETB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 1.23% 76,140 $1.1M
2 SIMS INVESTMENT MANAGEMENT, LLC 0.53% 100,475 $1.4M
3 Quartz Partners, LLC 0.29% 52,078 $751K
4 Fortitude Advisory Group L.L.C. 0.12% 19,241 $277K
5 Somerset Trust Co 0.10% 23,446 $338K
6 Burford Brothers, Inc. 0.07% 12,500 $180K
7 SAGE RHINO CAPITAL LLC 0.03% 10,000 $144K
8 King Wealth Management Group 0.02% 12,177
9 AssuredPartners Investment Advisors, LLC 0.02% 13,150 $193K
10 Intrua Financial, LLC 0.02% 11,534 $166K
11 WOLVERINE ASSET MANAGEMENT LLC 0.01% 94,372 $1.4M
12 Essex Financial Services, Inc. 0.01% 12,650 $182K
13 PARK AVENUE SECURITIES LLC 0.01% 79,864 $1K
14 Princeton Global Asset Management LLC 0.01% 2,813 $41K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 208,188 $3.0M
16 CoreCap Advisors, LLC 0.00% 8,000 $115K
17 BROWN, LISLE/CUMMINGS, INC. 0.00% 954 $14K
18 D.A. DAVIDSON & CO. 0.00% 34,228 $494K
19 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 13,524 $195K
20 Janney Montgomery Scott LLC 0.00% 50,699
21 Arlington Trust Co LLC 0.00% 1,239 $18K
22 IFP Advisors, Inc 0.00% 5,128 $74K
23 MML INVESTORS SERVICES, LLC 0.00% 28,039 $404K
24 Golden State Wealth Management, LLC 0.00% 650 $9K
25 Cambridge Investment Research Advisors, Inc. 0.00% 26,701
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 54% buying: Last quarter: 36 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ETB holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 84 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?

68% of holders stayed for 2+ years: 57 out of 84 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.