Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE TAX-MANAGED DIVE (ETY)

193 + 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
↑ +10
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — ETY

Based on 193 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
193 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 — +7% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

86 buying66 selling
Last quarter: 86 funds bought or added vs 66 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 → 15 → 20 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
132 out of 193 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

25 → 16 → 15 → 20 → 24 new funds/Q
New funds entering each quarter: 16 → 15 → 20 → 24. A growing number of institutions are discovering ETY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 193 current holders: 135 (70%) 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 — 55% AUM from top-100 funds

55% from top-100 AUM funds
13 of 193 holders are among the 100 largest funds by AUM, controlling 55% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: 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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 2 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: ETY
2026 Q1 Stats Unlock in 22 days 193 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 193 183 5.46%
13F Shares 37M 37M 0.32%
Total Value $567M $585M -3.09%
New Positions 24 20 +4
Increased Positions 62 64 -2
Closed Positions 14 13 +1
Reduced Positions 52 42 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETY

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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)

193 + investors

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

Top 25 institutional holders of ETY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 C2C Wealth Management, LLC 2.68% 230,094 $3.2M
2 PMG Family Office LLC 1.75% 113,812 $1.6M
3 Pathway Financial Advisers, LLC 1.72% 440,229 $6.1M
4 S Harris Financial Group, LLC 1.06% 84,664 $1.2M
5 Morey & Quinn Wealth Partners, LLC 0.50% 50,866 $701K
6 David J Yvars Group 0.37% 48,291 $654K
7 ELCO Management Co., LLC 0.29% 44,387 $612K
8 WEALTH EFFECTS LLC 0.22% 44,807 $618K
9 Seek First Inc. 0.22% 22,253 $307K
10 Summit Investment Advisory Services, LLC 0.21% 41,700 $575K
11 Exchange Bank 0.16% 16,659 $230K
12 RFG Advisory, LLC 0.16% 626,075 $8.6M
13 SHIKIAR ASSET MANAGEMENT INC 0.16% 39,865 —
14 Piedmont Capital Management, LLC/NC 0.16% 17,120 $236K
15 Compass Planning Associates Inc 0.15% 17,450 $241K
16 CoreCap Advisors, LLC 0.14% 300,005 $4.1M
17 Mendel Capital Management LLC 0.14% 20,188 $278K
18 Investment Management Trust, LLC 0.14% 10,291 $142K
19 Harbour Wealth Management Group, Inc. 0.13% 12,220 $169K
20 Burford Brothers, Inc. 0.12% 21,400 $295K
21 Ignite Planners, LLC 0.09% 44,195 $609K
22 PARSONS CAPITAL MANAGEMENT INC/RI 0.09% 144,952 $2.0M
23 Kapstone Financial Advisors LLC 0.09% 13,266 $183K
24 Formidable Asset Management, LLC 0.07% 31,252 $479K
25 Quantum Private Wealth, LLC 0.06% 15,000 $207K
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 — 2 quarters in a row: For 2 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: 86 funds bought or added vs 66 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 — 55% AUM from top-100 funds: 13 of 193 holders are among the 100 largest funds by AUM, controlling 55% 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?

68% of holders stayed for 2+ years: 132 out of 193 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.