Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE TAX MNGED BUY WR (ETB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — ETB

Based on 84 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 ETB 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 (95% of max)

95% of all-time peak
84 hedge funds hold ETB 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 ETB is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

36 buying31 selling
Last quarter: 36 funds bought or added vs 31 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new ETB position: 10 → 9 → 4 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 21% medium ■ 11% new
57 out of 84 hedge funds have held ETB 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

10 → 10 → 9 → 4 → 11 new funds/Q
New funds entering each quarter: 10 → 9 → 4 → 11. ETB 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 — 69% of holders stayed 2+ years

■ 69% veterans ■ 14% 1-2yr ■ 17% new
Of 84 current holders: 58 (69%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
13 of 84 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ETB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 — ETB

In 2025 Q4, 36 hedge funds were net buyers of ETB (11 opened a new position, 25 added to an existing one), while 31 reduced or exited (24 trimmed, 7 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 43% of total institutional value in ETB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: ETB

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

Market Analysis: ETB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETB

Financial Services Asset Management

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ETB
2026 Q1 Stats Unlock in 6 days 84 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 84 80 5.0%
13F Shares 6M 6M 0.46%
Total Value $91M $89M 2.27%
New Positions 11 4 +7
Increased Positions 25 29 -4
Closed Positions 7 8 -1
Reduced Positions 24 22 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

84 + investors

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

Top 25 institutional holders of ETB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 2.36% 468,608 $6.8M
2 PMG Family Office LLC 1.23% 76,140 $1.1M
3 SIMS INVESTMENT MANAGEMENT, LLC 0.53% 100,475 $1.4M
4 Quartz Partners, LLC 0.29% 52,078 $751K
5 Destiny Wealth Partners, LLC 0.19% 119,355 $1.7M
6 INTEGRATED CAPITAL MANAGEMENT, INC. 0.14% 14,739 $213K
7 Fortitude Advisory Group L.L.C. 0.12% 19,241 $277K
8 Somerset Trust Co 0.10% 23,446 $338K
9 CFO4Life Group, LLC 0.10% 46,237 $667K
10 Burford Brothers, Inc. 0.07% 12,500 $180K
11 Tyche Wealth Partners LLC 0.05% 24,634 $355K
12 Meridian Wealth Management, LLC 0.04% 74,893 $1.1M
13 VSM Wealth Advisory, LLC 0.03% 7,764 $112K
14 Founders Financial Alliance, LLC 0.03% 11,683 $168K
15 Keystone Financial Group 0.03% 28,150 $406K
16 SAGE RHINO CAPITAL LLC 0.03% 10,000 $144K
17 King Wealth Management Group 0.02% 12,177 —
18 AssuredPartners Investment Advisors, LLC 0.02% 13,150 $193K
19 Intrua Financial, LLC 0.02% 11,534 $166K
20 WCG Wealth Advisors LLC 0.01% 37,177 $536K
21 Stonebridge Capital Advisors LLC 0.01% 14,000 $202K
22 Ameritas Advisory Services, LLC 0.01% 25,269 $364K
23 HighPoint Advisor Group LLC 0.01% 23,025 $332K
24 WOLVERINE ASSET MANAGEMENT LLC 0.01% 94,372 $1.4M
25 Jacobi Capital Management LLC 0.01% 14,327 $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 MNGED BUY WR (ETB)

What does the Smart Money Trend signal show for ETB?

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

Slight buying edge — 54% buying: Last quarter: 36 funds bought or added vs 31 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 ETB holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 84 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ETB. 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 ETB?

68% of holders stayed for 2+ years: 57 out of 84 hedge funds have held ETB 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.