EATON VANCE TAX-MANAGED GLOB (ETW): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EATON VANCE TAX-MANAGED GLOB (ETW)

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

Smart Money Signals — ETW

Based on 156 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added ETW 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 (99% of max)

99% of all-time peak

156 hedge funds hold ETW 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding ETW is almost the same as a year ago (+5 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 58% buying

75 buying54 selling

Last quarter: 75 funds bought or added vs 54 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 — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 19 → 24 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new

100 out of 156 hedge funds have held ETW 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.

📊

Peak discovery — momentum slowing

27 → 19 → 24 → 16 → 18 new funds/Q

New funds entering each quarter: 19 → 24 → 16 → 18. ETW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 10% 1-2yr ■ 24% new

Of 156 current holders: 104 (67%) 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 — 39% AUM from major funds

39% from top-100 AUM funds

13 of 156 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	156	151	3.31%
13F Shares	25M	25M	-0.63%
Total Value	$230M	$223M	3.14%
New Positions	18	16	+2
Increased Positions	57	56	+1
Closed Positions	13	22	-9
Reduced Positions	41	39	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

156

151

3.31%

13F Shares

25M

-0.63%

Total Value

$230M

$223M

3.14%

New Positions

Increased Positions

Closed Positions

-9

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

156 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of ETW — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	RiverTree Advisors, LLC	2.48%	445,503	$3.9M
2	PMG Family Office LLC	0.70%	71,056	$624K
3	ROMAN BUTLER FULLERTON & CO	0.54%	214,889	$2.0M
4	Avory & Company, LLC	0.52%	45,682	$401K
5	DECISION INVESTMENTS, INC	0.21%	21,530	$189K
6	Medallion Wealth Advisors, LLC	0.21%	56,034	$462K
7	Investment Management Trust, LLC	0.17%	20,150	$177K
8	Tiller Private Wealth, Inc.	0.16%	50,600	$444K
9	David J Yvars Group	0.15%	31,030	$272K
10	SHIKIAR ASSET MANAGEMENT INC	0.11%	45,100	—
11	Centurion Wealth Management LLC	0.10%	52,043	$457K
12	Heritage Wealth Management, Inc.	0.10%	22,360	$196K
13	FRANKLIN STREET ADVISORS INC /NC	0.08%	150,334	$1.3M
14	Indivisible Partners	0.08%	100,411	$882K
15	VISTA INVESTMENT PARTNERS II, LLC	0.08%	19,103	$168K
16	Fearless Solutions, LLC dba Best Invest	0.07%	13,526	$119K
17	Worth Asset Management, LLC	0.05%	15,870	$139K
18	Cohen Klingenstein LLC	0.03%	114,690	$1.0M
19	Claro Advisors Inc.	0.03%	30,472	$268K
20	B. Riley Wealth Advisors, Inc.	0.02%	45,873	$389K
21	Detalus Advisors, LLC	0.02%	10,875	$95K
22	Abel Hall, LLC	0.02%	10,000	$88K
23	Certified Advisory Corp	0.02%	22,161	$195K
24	LVZ, Inc.	0.02%	15,490	$136K
25	PARK AVENUE SECURITIES LLC	0.01%	207,661	$2K

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 GLOB (ETW)

What does the Smart Money Trend signal show for ETW?

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

Slight buying edge — 58% buying: Last quarter: 75 funds bought or added vs 54 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 ETW holders?

Strong quality — 39% AUM from major funds: 13 of 156 holders rank in the top 100 by AUM, accounting for 39% 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 ETW?

64% of holders stayed for 2+ years: 100 out of 156 hedge funds have held ETW 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

EATON VANCE TAX-MANAGED GLOB (ETW)

Smart Money Signals — ETW

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 58% buying

Steady new buyers — ~18 new funds per quarter

64% of holders stayed for 2+ years

Peak discovery — momentum slowing

Deep conviction — 67% of holders stayed 2+ years

Strong quality — 39% AUM from major funds

Hedge Fund Ownership: ETW

Market Analysis: ETW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ETW

Hedge Fund Positioning: ETW

Statistics: ETW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EATON VANCE TAX-MANAGED GLOB (ETW)

Welcome to 13Foresight!