Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Tax-Managed Dive (ETY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — ETY

Based on 204 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ETY 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
204 hedge funds hold ETY 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 — +10% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

96 buying73 selling
Last quarter: 96 funds bought or added vs 73 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 — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 22 → 25 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 18% new
128 out of 204 hedge funds have held ETY 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

17 → 16 → 22 → 25 → 24 new funds/Q
New funds entering each quarter: 16 → 22 → 25 → 24. A growing number of institutions are discovering ETY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Of 204 current holders: 133 (65%) 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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
14 of 204 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in ETY. 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 — ETY

In 2026 Q1, 96 hedge funds were net buyers of ETY (24 opened a new position, 72 added to an existing one), while 73 reduced or exited (50 trimmed, 23 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in ETY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 204.

Hedge Fund Ownership: ETY

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

Market Analysis: ETY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETY

-- --

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

Is It Too Late to Buy Eaton Vance Tax-Managed Dive (ETY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ETY has moved relative to its sector benchmark (XLF) since the 2026 Q1 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 March 31, 2026 · 79d ago
ETY
+4.6%
XLF
+1232.4%

ETY outperformed XLF by -1227.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ETY
-2.4%
XLF
+5.8%

Since the filing became public, ETY outperformed XLF by -8.2% .

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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: ETY
203 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 203 203 -
13F Shares 38M 37M 2.33%
Total Value $505M $569M -11.35%
New Positions 24 25 -1
Increased Positions 72 65 +7
Closed Positions 24 15 +9
Reduced Positions 50 53 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETY

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Institutional Holders (2026 Q1)

203 + investors

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

QUARTER:
Top 25 ETY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matrix Private Capital Group LLC 5.36% 805,721 $11.1M
2 Cypress Capital Management LLC (WY) 4.62% 362,177 $5.0M
3 C2C Wealth Management, LLC 2.68% 230,094 $3.2M
4 Shaker Financial Services, LLC 1.77% 368,539 $5.1M
5 PMG Family Office LLC 1.75% 113,812 $1.6M
6 Pathway Financial Advisers, LLC 1.72% 440,229 $6.1M
7 S Harris Financial Group, LLC 1.06% 84,664 $1.2M
8 Pointe Capital Management LLC 0.77% 113,351 $1.6M
9 Morey & Quinn Wealth Partners, LLC 0.50% 50,866 $701K
10 David J Yvars Group 0.37% 48,291 $654K
11 Advisory Advocates, LLC 0.31% 20,591 $316K
12 ELCO Management Co., LLC 0.29% 44,387 $612K
13 Heron Bay Capital Management 0.23% 179,813 $2.5M
14 Principal Securities, INC. 0.23% 1,120,472 $15.5M
15 Wealth Effects LLC 0.22% 44,807 $618K
16 Seek First Inc. 0.22% 22,253 $307K
17 Summit Investment Advisory Services, LLC 0.21% 41,700 $575K
18 Strait & Sound Wealth Management LLC 0.19% 37,626 $519K
19 Exchange Bank 0.16% 16,659 $230K
20 RFG Advisory, LLC 0.16% 626,075 $8.6M
21 Piedmont Capital Management, LLC/NC 0.16% 17,120 $236K
22 Compass Planning Associates Inc 0.15% 17,450 $241K
23 IHT Wealth Management, LLC 0.14% 445,405 $6.1M
24 Guardian Wealth Advisors, LLC / Nc 0.14% 164,227 $2.3M
25 CoreCap Advisors, LLC 0.14% 300,005 $4.1M
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 Tax-Managed Dive (ETY)

What does the Smart Money Trend signal show for ETY?

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

Slight buying edge — 57% buying: Last quarter: 96 funds bought or added vs 73 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 ETY holders?

Elite ownership — 57% AUM from top-100 funds: 14 of 204 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in ETY. 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 ETY?

63% of holders stayed for 2+ years: 128 out of 204 hedge funds have held ETY 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 Tax-Managed Dive (ETY) following the 2026 Q1 hedge fund 13F filings?

As of today, ETY has moved -2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -8.2%. Since the quarter end (March 31, 2026), ETY has gained +4.6% vs +1232.4% 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.

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