Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Tax-Managed Buy- (ETV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — ETV

Based on 193 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ETV 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
193 hedge funds hold ETV 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 — +5% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

95 buying57 selling
Last quarter: 95 funds were net buyers (27 opened a brand new position + 68 added to an existing one). Only 57 were sellers (43 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 18 → 24 → 27. 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+) ■ 20% medium ■ 21% new
113 out of 193 hedge funds have held ETV 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.
📈

Growing discovery — still being found

30 → 17 → 18 → 24 → 27 new funds/Q
New funds entering each quarter: 17 → 18 → 24 → 27. A growing number of institutions are discovering ETV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 24% new
Entry-cohort mix of 193 holders: 119 (62%) are 2+ year veterans, 28 entered 1–2 years ago, and 46 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
15 of 193 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ETV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — ETV

In 2026 Q2, 95 hedge funds were net buyers of ETV (27 opened a new position, 68 added to an existing one), while 57 reduced or exited (43 trimmed, 14 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 40% of total institutional value in ETV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 193.

Hedge Fund Ownership: ETV

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

Market Analysis: ETV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETV

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: ETV
193 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 193 180 7.22%
13F Shares 22M 22M 2.02%
Total Value $321M $291M 10.57%
New Positions 27 24 +3
Increased Positions 68 65 +3
Closed Positions 14 23 -9
Reduced Positions 43 47 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETV

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Institutional Holders (2026 Q2)

193 + investors

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

QUARTER:
Top 25 ETV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paragon Financial Partners, INC. 7.62% 973,129 $14.3M
2 Balanced Wealth Group LLC 2.90% 617,433 $9.2M
3 Kingstone Capital Partners Texas, LLC 2.49% 314,746 $4.7M
4 Emissary Wealth LLC 1.98% 174,295 $2.6M
5 Sims Investment Management, LLC 1.78% 386,085 $5.7M
6 Sharpepoint LLC 1.63% 218,139 $3.2M
7 Advisory Advocates, LLC 1.57% 123,408 $1.8M
8 PMG Family Office LLC 1.43% 104,440 $1.6M
9 Thayer Partners, LLC / MA 1.32% 213,499 $3.2M
10 Advisory Solutions Group, LLC 0.88% 175,159 $2.6M
11 Commons Capital, LLC 0.42% 40,582 $604K
12 Outlook Wealth Advisors, LLC 0.39% 120,224 $1.8M
13 Integrated Capital Management, INC. 0.29% 27,805 $414K
14 American Institute for Advanced Investment Management, LLP 0.26% 28,770 $453K
15 Stableford Capital II LLC 0.18% 34,880 $519K
16 Everstar Asset Management, LLC 0.18% 24,960 $371K
17 Wealth Effects LLC 0.15% 36,685 $546K
18 Texas Capital Bank Wealth Management Services Inc 0.15% 183,717 $2.7M
19 Guggenheim Capital LLC 0.14% 1,457,304 $21.7M
20 Cannon Advisors, Inc. 0.14% 14,745 $223K
21 Naples Global Advisors, LLC 0.12% 133,413 $2.0M
22 Mccarter Private Wealth Services LLC 0.12% 23,852 $355K
23 1607 Capital Partners, LLC 0.12% 94,313 $1.4M
24 Rhodes Investment Advisors Inc /Adv 0.12% 11,000 $164K
25 M.E. Allison & CO., INC. 0.11% 13,336 $198K
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-Managed Buy- (ETV)

What does the Smart Money Trend signal show for ETV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ETV 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 ETV?

More buyers than sellers — 62% buying: Last quarter: 95 funds were net buyers (27 opened a brand new position + 68 added to an existing one). Only 57 were sellers (43 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ETV holders?

Elite ownership — 40% AUM from top-100 funds: 15 of 193 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ETV. 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 ETV?

59% of holders stayed for 2+ years: 113 out of 193 hedge funds have held ETV 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.

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