Eaton Vance Tx Adv Glbl Div (ETG): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Eaton Vance Tx Adv Glbl Div (ETG) following the 2026 Q1 hedge fund 13F filings?

As of today, ETG has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -5.1%. Since the quarter end (March 31, 2026), ETG gained +13.9% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Eaton Vance Tx Adv Glbl Div (ETG)

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

Smart Money Signals — ETG

Based on 122 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their ETG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

122 hedge funds hold ETG 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.

🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 55% buying

62 buying51 selling

Last quarter: 62 funds bought or added vs 51 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.

➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 20 → 13 → 26 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 22% new

67 out of 122 hedge funds have held ETG 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

13 → 20 → 13 → 26 → 24 new funds/Q

New funds entering each quarter: 20 → 13 → 26 → 24. 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 — 57% veterans vs 34% newcomers

■ 57% veterans ■ 10% 1-2yr ■ 34% new

Entry-cohort mix of 122 holders: 69 (57%) are 2+ year veterans, 12 entered 1–2 years ago, and 41 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds

15 of 122 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in ETG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	121	123	-1.63%
13F Shares	14M	14M	-2.11%
Total Value	$275M	$331M	-16.94%
New Positions	23	26	-3
Increased Positions	38	33	+5
Closed Positions	25	12	+13
Reduced Positions	26	34	-8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

121

123

-1.63%

13F Shares

14M

-2.11%

Total Value

$275M

$331M

-16.94%

New Positions

-3

Increased Positions

Closed Positions

+13

Reduced Positions

-8

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

121 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ETG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Shaker Financial Services, LLC	2.79%	398,083	$8.0M
2	McGowan Group Asset Management, Inc.	1.60%	624,406	$12.6M
3	PMG Family Office LLC	1.11%	49,372	$993K
4	WealthTrust Axiom LLC	0.59%	118,579	$2.4M
5	Heron Bay Capital Management	0.58%	311,443	$6.3M
6	Fairman Group, LLC	0.49%	28,557	$575K
7	Advisory Advocates, LLC	0.40%	17,498	$404K
8	Wagner Wealth Management, LLC	0.35%	85,374	$1.7M
9	Live Oak Private Wealth LLC	0.26%	92,351	$1.9M
10	1776 Wealth LLC	0.25%	32,103	$646K
11	Karpus Management, Inc.	0.24%	387,327	$7.8M
12	Palogic Value Management, L.P.	0.20%	23,500	$473K
13	Adapt Wealth Advisors, LLC	0.17%	23,545	$474K
14	Denver Wealth Management, INC.	0.14%	19,764	$398K
15	Presper Financial Architects, LLC	0.12%	10,010	$201K
16	Z3 Capital Partners, LLC	0.10%	17,175	$397K
17	Hennion & Walsh Asset Management, Inc.	0.08%	113,239	$2.3M
18	Logan Stone Capital, LLC	0.08%	13,473	$271K
19	Readystate Asset Management LP	0.07%	80,717	$1.6M
20	Accel Wealth Management	0.06%	11,075	$223K
21	Silverlake Wealth Management LLC	0.06%	13,743	$277K
22	Formidable Asset Management, LLC	0.06%	15,733	$363K
23	Advisors Asset Management, Inc.	0.05%	134,703	$2.7M
24	180 Wealth Advisors, LLC	0.04%	18,805	$378K
25	Chung Wu Investment Group, LLC	0.04%	2,300	$46K

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 Tx Adv Glbl Div (ETG)

What does the Smart Money Trend signal show for ETG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ETG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ETG?

Slight buying edge — 55% buying: Last quarter: 62 funds bought or added vs 51 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 ETG holders?

Elite ownership — 62% AUM from top-100 funds: 15 of 122 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in ETG. 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 ETG?

55% of holders stayed for 2+ years: 67 out of 122 hedge funds have held ETG 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.

Is it too late to buy Eaton Vance Tx Adv Glbl Div (ETG) following the 2026 Q1 hedge fund 13F filings?

As of today, ETG has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -5.1%. Since the quarter end (March 31, 2026), ETG has gained +13.9% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Eaton Vance Tx Adv Glbl Div (ETG)

Smart Money Signals — ETG

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Fast accumulation — +28% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~24 new funds per quarter

55% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 57% veterans vs 34% newcomers

Elite ownership — 62% AUM from top-100 funds

Institutional Sentiment Summary — ETG

Hedge Fund Ownership: ETG

Market Analysis: ETG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ETG

Is It Too Late to Buy Eaton Vance Tx Adv Glbl Div (ETG) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ETG

Statistics: ETG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Eaton Vance Tx Adv Glbl Div (ETG)

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