Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Tx Adv Glbl Div (ETG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — ETG

Based on 139 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ETG 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
139 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 — +31% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+31% 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.
🟢

More buyers than sellers — 66% buying

76 buying40 selling
Last quarter: 76 funds were net buyers (32 opened a brand new position + 44 added to an existing one). Only 40 were sellers (25 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new ETG position: 13 → 26 → 24 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 22% new
72 out of 139 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.
💰

Value +21% but shares only +4% — price-driven

Value
+20%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

20 → 13 → 26 → 24 → 32 new funds/Q
New funds entering each quarter: 13 → 26 → 24 → 32. A growing number of institutions are discovering ETG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 29% newcomers

■ 62% veterans ■ 9% 1-2yr ■ 29% new
Entry-cohort mix of 139 holders: 86 (62%) are 2+ year veterans, 12 entered 1–2 years ago, and 41 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
16 of 139 holders are among the 100 largest funds by AUM, controlling 65% 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.

Institutional Sentiment Summary — ETG

In 2026 Q2, 76 hedge funds were net buyers of ETG (32 opened a new position, 44 added to an existing one), while 40 reduced or exited (25 trimmed, 15 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. 65% of total institutional value in ETG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 139.

Hedge Fund Ownership: ETG

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

Market Analysis: ETG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETG

-- --

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

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

Signal Freshness measures how much ETG has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 84d ago
ETG
-0.4%
XLF
+4.6%

ETG outperformed XLF by -5.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 39d ago
ETG
-3.5%
XLF
-3.5%

Since the filing became public, ETG outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.7
/ 10
conviction
Hedge Fund Positioning: ETG
138 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 138 122 13.11%
13F Shares 15M 14M 3.69%
Total Value $332M $275M 20.92%
New Positions 32 24 +8
Increased Positions 44 38 +6
Closed Positions 16 25 -9
Reduced Positions 25 26 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

138 + 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:
Top 25 ETG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McGowan Group Asset Management, Inc. 1.77% 618,154 $14.6M
2 PMG Family Office LLC 1.08% 49,667 $1.2M
3 1607 Capital Partners, LLC 0.70% 339,925 $8.0M
4 Shaker Financial Services, LLC 0.66% 89,127 $2.1M
5 Heron Bay Capital Management 0.65% 302,683 $7.1M
6 WealthTrust Axiom LLC 0.59% 111,394 $2.6M
7 Fairman Group, LLC 0.53% 28,557 $672K
8 Wagner Wealth Management, LLC 0.37% 84,990 $2.0M
9 Advisory Advocates, LLC 0.35% 17,498 $412K
10 Live Oak Private Wealth LLC 0.27% 92,351 $2.2M
11 1776 Wealth LLC 0.25% 30,438 $717K
12 Adapt Wealth Advisors, LLC 0.20% 26,543 $625K
13 Palogic Value Management, L.P. 0.18% 23,500 $553K
14 Smith Asset Management Co., LLC 0.16% 8,836 $208K
15 Denver Wealth Management, INC. 0.13% 19,856 $467K
16 Presper Financial Architects, LLC 0.12% 10,010 $236K
17 Chesapeake Asset Management LLC 0.09% 5,177 $122K
18 Logan Stone Capital, LLC 0.08% 15,803 $372K
19 Hennion & Walsh Asset Management, Inc. 0.06% 92,115 $2.2M
20 Silverlake Wealth Management LLC 0.06% 13,743 $324K
21 Accel Wealth Management 0.06% 11,157 $263K
22 Formidable Asset Management, LLC 0.05% 15,555 $313K
23 Advisors Asset Management, Inc. 0.04% 124,760 $2.9M
24 180 Wealth Advisors, LLC 0.04% 18,672 $440K
25 Wolverine Asset Management LLC 0.04% 206,719 $4.9M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ETG 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 ETG?

More buyers than sellers — 66% buying: Last quarter: 76 funds were net buyers (32 opened a brand new position + 44 added to an existing one). Only 40 were sellers (25 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ETG holders?

Elite ownership — 65% AUM from top-100 funds: 16 of 139 holders are among the 100 largest funds by AUM, controlling 65% 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?

52% of holders stayed for 2+ years: 72 out of 139 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 Q2 hedge fund 13F filings?

As of today, ETG has moved -3.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.5% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ETG has gained -0.4% vs +4.6% 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.

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.

Full history →