Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE RISK-MANAGED DIV (ETJ)

115 + Investors. Track Smart Money conviction in ETJ. 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
↑ +11
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — ETJ

Based on 115 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ETJ 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
115 hedge funds hold ETJ 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 — +29% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+29% 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 — 53% buying

55 buying49 selling
Last quarter: 55 funds bought or added vs 49 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 20 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 16% medium 25% new
68 out of 115 hedge funds have held ETJ 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.
➡️

Steady discovery — ~17 new funds/quarter

16 → 10 → 20 → 13 → 17 new funds/Q
New funds entering each quarter: 10 → 20 → 13 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 4% 1-2yr 31% new
Of 115 current holders: 74 (64%) 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.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
9 of 115 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: ETJ

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

Market Analysis: ETJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETJ

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: ETJ
2026 Q1 Stats Unlock in 20 days 115 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 115 104 10.58%
13F Shares 15M 15M 2.41%
Total Value $134M $131M 1.97%
New Positions 17 13 +4
Increased Positions 38 35 +3
Closed Positions 6 9 -3
Reduced Positions 43 26 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETJ

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Institutional Holders (2026 Q1)

115 + investors

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

Top 25 institutional holders of ETJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 0.92% 101,258 $827K
2 DECISION INVESTMENTS, INC 0.32% 34,443 $281K
3 WINEBRENNER CAPITAL MANAGEMENT LLC 0.26% 50,000 $408K
4 David J Yvars Group 0.18% 40,246 $329K
5 ELCO Management Co., LLC 0.15% 38,143 $312K
6 Harbour Wealth Management Group, Inc. 0.14% 22,856 $187K
7 Successful Portfolios LLC 0.11% 25,102 $202K
8 WESPAC Advisors, LLC 0.11% 24,000 $196K
9 PRIMORIS WEALTH ADVISORS, LLC 0.09% 16,079 $131K
10 First Heartland Consultants, Inc. 0.08% 125,241 $1.0M
11 Semus Wealth Partners LLC 0.08% 16,586 $136K
12 Everstar Asset Management, LLC 0.07% 16,955 $139K
13 Catalina Capital Group, LLC 0.06% 13,296 $109K
14 WEALTH EFFECTS LLC 0.04% 15,075 $123K
15 VISTA INVESTMENT PARTNERS II, LLC 0.04% 11,036 $90K
16 Formidable Asset Management, LLC 0.04% 28,371 $250K
17 Marshall Financial Group, LLC 0.02% 12,025 $98K
18 NBC SECURITIES, INC. 0.01% 23,656 $193K
19 Stratos Wealth Advisors, LLC 0.01% 28,000 $229K
20 Noble Wealth Management PBC 0.01% 2,500 $20K
21 B. Riley Wealth Advisors, Inc. 0.01% 17,455 $138K
22 Creative Capital Management Investments LLC 0.01% 3,556 $29K
23 Princeton Global Asset Management LLC 0.01% 5,752 $47K
24 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 15,195 $124K
25 Private Advisor Group, LLC 0.01% 134,957 $1.1M
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 RISK-MANAGED DIV (ETJ)

What does the Smart Money Trend signal show for ETJ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ETJ 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 ETJ?

Slight buying edge — 53% buying: Last quarter: 55 funds bought or added vs 49 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 ETJ holders?

Strong quality — 34% AUM from major funds: 9 of 115 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ETJ?

59% of holders stayed for 2+ years: 68 out of 115 hedge funds have held ETJ 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.