Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE TX ADV GLBL DIV (ETG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — ETG

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added ETG 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
116 hedge funds hold ETG 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

57 buying43 selling
Last quarter: 57 funds bought or added vs 43 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new ETG position: 12 → 16 → 11 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 22% medium ■ 25% new
62 out of 116 hedge funds have held ETG 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

16 → 12 → 16 → 11 → 25 new funds/Q
New funds entering each quarter: 12 → 16 → 11 → 25. A growing number of institutions are discovering ETG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 8% 1-2yr ■ 29% new
Of 116 current holders: 73 (63%) 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 — 61% AUM from top-100 funds

61% from top-100 AUM funds
13 of 116 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in ETG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: ETG

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

Market Analysis: ETG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETG

-- --

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.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: ETG
2026 Q1 Stats Unlock in 10 days 116 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 116 101 14.85%
13F Shares 14M 14M 0.4%
Total Value $330M $300M 9.92%
New Positions 25 11 +14
Increased Positions 32 37 -5
Closed Positions 10 8 +2
Reduced Positions 33 25 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETG

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

116 + investors

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

Top 25 institutional holders of ETG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 1.11% 49,372 $993K
2 Fairman Group, LLC 0.49% 28,557 $575K
3 Advisory Advocates, LLC 0.40% 17,498 $404K
4 Wagner Wealth Management, LLC 0.35% 85,374 $1.7M
5 Live Oak Private Wealth LLC 0.26% 92,351 $1.9M
6 1776 Wealth LLC 0.25% 32,103 $646K
7 DENVER WEALTH MANAGEMENT, INC. 0.14% 19,764 $398K
8 Presper Financial Architects, LLC 0.12% 10,010 $201K
9 Z3 Capital Partners, LLC 0.10% 17,175 $397K
10 SHIKIAR ASSET MANAGEMENT INC 0.06% 10,500 —
11 Accel Wealth Management 0.06% 11,075 $223K
12 SILVERLAKE WEALTH MANAGEMENT LLC 0.06% 13,743 $277K
13 Formidable Asset Management, LLC 0.06% 15,733 $363K
14 180 WEALTH ADVISORS, LLC 0.04% 18,805 $378K
15 PFG Investments, LLC 0.04% 38,924 $783K
16 NWF Advisory Services Inc. 0.04% 15,467 $311K
17 United Advisor Group, LLC 0.03% 11,893 $239K
18 WOLVERINE ASSET MANAGEMENT LLC 0.03% 138,333 $2.8M
19 Steward Partners Investment Advisory, LLC 0.02% 233,157 $4.7M
20 Joel Isaacson & Co., LLC 0.02% 30,892 $622K
21 Millstone Evans Group, LLC 0.02% 1,440 $29K
22 Sanctuary Advisors, LLC 0.01% 115,801 $2.3M
23 Avantax Planning Partners, Inc. 0.01% 18,303 $368K
24 Janney Montgomery Scott LLC 0.01% 186,038 $4K
25 Meeder Advisory Services, Inc. 0.01% 9,957 $200K
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 TX ADV GLBL DIV (ETG)

What does the Smart Money Trend signal show for ETG?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added ETG 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 ETG?

Slight buying edge — 57% buying: Last quarter: 57 funds bought or added vs 43 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 ETG holders?

Elite ownership — 61% AUM from top-100 funds: 13 of 116 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in ETG. 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 ETG?

53% of holders stayed for 2+ years: 62 out of 116 hedge funds have held ETG 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.