Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Tax-Managed Dive (ETY)

210 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — ETY

Based on 211 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
211 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 — +13% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+13% 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 buying71 selling
Last quarter: 96 funds bought or added vs 71 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 — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 25 → 24 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
129 out of 211 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.
➡️

Steady discovery — ~26 new funds/quarter

17 → 22 → 25 → 24 → 26 new funds/Q
New funds entering each quarter: 22 → 25 → 24 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 10% 1-2yr ■ 23% new
Entry-cohort mix of 211 holders: 140 (66%) are 2+ year veterans, 22 entered 1–2 years ago, and 49 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
18 of 211 holders are among the 100 largest funds by AUM, controlling 59% 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 Q2, 96 hedge funds were net buyers of ETY (26 opened a new position, 70 added to an existing one), while 71 reduced or exited (52 trimmed, 19 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 59% of total institutional value in ETY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 211.

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

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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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: ETY
210 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 210 204 2.94%
13F Shares 39M 38M 2.93%
Total Value $551M $505M 9.15%
New Positions 26 24 +2
Increased Positions 69 72 -3
Closed Positions 20 24 -4
Reduced Positions 52 50 +2
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 Q2)

210 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matrix Private Capital Group LLC 5.30% 838,609 $12.2M
2 Cypress Capital Management LLC (WY) 4.08% 336,048 $4.9M
3 C2C Wealth Management, LLC 2.62% 230,094 $3.3M
4 Pathway Financial Advisers, LLC 1.64% 446,419 $6.5M
5 PMG Family Office LLC 1.57% 117,115 $1.7M
6 S Harris Financial Group, LLC 0.97% 86,020 $1.3M
7 Shaker Financial Services, LLC 0.72% 158,702 $2.3M
8 Pointe Capital Management LLC 0.71% 109,577 $1.6M
9 Morey & Quinn Wealth Partners, LLC 0.43% 45,926 $668K
10 David J Yvars Group 0.42% 62,104 $899K
11 Allied Private Wealth LLC 0.30% 32,166 $464K
12 Advisory Advocates, LLC 0.26% 21,241 $309K
13 ELCO Management Co., LLC 0.25% 39,887 $580K
14 Seek First Inc. 0.20% 22,259 $324K
15 Principal Securities, INC. 0.19% 1,078,833 $15.7M
16 Strait & Sound Wealth Management LLC 0.19% 36,763 $535K
17 Wealth Effects LLC 0.18% 45,709 $665K
18 Summit Investment Advisory Services, LLC 0.16% 42,544 $619K
19 Piedmont Capital Management, LLC/NC 0.15% 17,120 $249K
20 Exchange Bank 0.15% 16,659 $242K
21 IHT Wealth Management, LLC 0.15% 481,281 $7.0M
22 RFG Advisory, LLC 0.15% 642,216 $9.3M
23 Mendel Capital Management LLC 0.13% 20,188 $294K
24 Guardian Wealth Advisors, LLC / Nc 0.13% 159,918 $2.3M
25 CoreCap Advisors, LLC 0.13% 298,720 $4.3M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 71 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 — 59% AUM from top-100 funds: 18 of 211 holders are among the 100 largest funds by AUM, controlling 59% 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?

61% of holders stayed for 2+ years: 129 out of 211 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.

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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