Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE TAX-ADVANTAGED GLO COM (ETO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — ETO

Based on 66 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ETO 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 (96% of max)

96% of all-time peak
66 hedge funds hold ETO 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

35 buying33 selling
Last quarter: 35 funds bought or added vs 33 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 12 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 11% medium ■ 24% new
43 out of 66 hedge funds have held ETO 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 +436% but shares only +184% — price-driven

Value
+435%
Shares
+184%
Last quarter: the total dollar value of institutional holdings rose +436%, but actual share count only changed +184%. 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.
➡️

Steady discovery — ~7 new funds/quarter

3 → 4 → 7 → 12 → 7 new funds/Q
New funds entering each quarter: 4 → 7 → 12 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 6% 1-2yr ■ 26% new
Of 66 current holders: 45 (68%) 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 — 87% AUM from top-100 funds

87% from top-100 AUM funds
10 of 66 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in ETO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: ETO

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

Market Analysis: ETO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETO

-- --
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
0.4
/ 10
conviction
Hedge Fund Positioning: ETO
2026 Q1 Stats Unlock in 18 days 66 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 66 69 -4.35%
13F Shares 9M 3M 184.21%
Total Value $458M $85M 435.87%
New Positions 7 12 -5
Increased Positions 28 27 +1
Closed Positions 10 4 +6
Reduced Positions 23 22 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETO

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

66 + investors

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

Top 17 institutional holders of ETO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Astoria Portfolio Advisors LLC. 0.31% 50,168 $1.5M
2 Formidable Asset Management, LLC 0.24% 51,874 $1.6M
3 PMG Family Office LLC 0.24% 8,004 $213K
4 FLAGSHIP HARBOR ADVISORS, LLC 0.16% 133,102 $3.5M
5 SILVER OAK SECURITIES, INCORPORATED 0.05% 23,397 $624K
6 Holos Integrated Wealth LLC 0.02% 1,385 $38K
7 NBC SECURITIES, INC. 0.01% 6,232 $166K
8 Joel Isaacson & Co., LLC 0.01% 13,883 $370K
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 45,904 $1.2M
10 Private Advisor Group, LLC 0.00% 15,132 $403K
11 Cambridge Investment Research Advisors, Inc. 0.00% 19,781 —
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 22,510 $600K
13 GoalVest Advisory LLC 0.00% 154 $4K
14 TRUIST FINANCIAL CORP 0.00% 18,319 $488K
15 FIFTH THIRD BANCORP 0.00% 5,206 $139K
16 Spire Wealth Management 0.00% 185 $5K
17 Farther Finance Advisors, LLC 0.00% 450 $12K
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-ADVANTAGED GLO COM (ETO)

What does the Smart Money Trend signal show for ETO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ETO 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 ETO?

Slight buying edge — 51% buying: Last quarter: 35 funds bought or added vs 33 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 ETO holders?

Elite ownership — 87% AUM from top-100 funds: 10 of 66 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in ETO. 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 ETO?

65% of holders stayed for 2+ years: 43 out of 66 hedge funds have held ETO 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.