Stock Analysis
Data Source: SEC EDGAR 13F
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Eaton Vance Tax-Advantaged G (ETO)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — ETO

Based on 75 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 ETO 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
75 hedge funds hold ETO 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 — +21% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+21% 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.
🟢

More buyers than sellers — 65% buying

44 buying24 selling
Last quarter: 44 funds were net buyers (14 opened a brand new position + 30 added to an existing one). Only 24 were sellers (19 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 7 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 20% medium 15% new
49 out of 75 hedge funds have held ETO 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.
💰

Value +27% but shares only +10% — price-driven

Value
+26%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +27%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

8 → 12 → 7 → 10 → 14 new funds/Q
New funds entering each quarter: 12 → 7 → 10 → 14. A growing number of institutions are discovering ETO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 25% newcomers

69% veterans 5% 1-2yr 25% new
Entry-cohort mix of 75 holders: 52 (69%) are 2+ year veterans, 4 entered 1–2 years ago, and 19 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
15 of 75 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — ETO

In 2026 Q2, 44 hedge funds were net buyers of ETO (14 opened a new position, 30 added to an existing one), while 24 reduced or exited (19 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 26% of total institutional value in ETO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 75.

Hedge Fund Ownership: ETO

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

Market Analysis: ETO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETO

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: ETO
75 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 75 66 13.64%
13F Shares 3M 3M 10.31%
Total Value $105M $83M 26.56%
New Positions 14 10 +4
Increased Positions 30 27 +3
Closed Positions 5 11 -6
Reduced Positions 19 21 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETO

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Institutional Holders (2026 Q2)

75 + investors

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

QUARTER:
Top 25 ETO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Advisory Solutions Group, LLC 1.19% 114,081 $3.5M
2 Shaker Financial Services, LLC 0.89% 92,148 $2.8M
3 1607 Capital Partners, LLC 0.79% 295,263 $9.1M
4 Karpus Management, Inc. 0.62% 699,132 $21.6M
5 Astoria Portfolio Advisors LLC. 0.27% 51,082 $1.6M
6 PMG Family Office LLC 0.23% 8,202 $253K
7 Formidable Asset Management, LLC 0.21% 48,973 $1.3M
8 Flagship Harbor Advisors, LLC 0.17% 143,043 $4.4M
9 Blue Bell Private Wealth Management, LLC 0.05% 13,974 $431K
10 Hennion & Walsh Asset Management, Inc. 0.05% 58,200 $1.8M
11 Silver Oak Securities, Incorporated 0.05% 25,480 $787K
12 Advisors Asset Management, Inc. 0.05% 96,662 $3.0M
13 Founders Financial Alliance, LLC 0.04% 10,328 $319K
14 Guggenheim Capital LLC 0.04% 212,936 $6.6M
15 Hollencrest Capital Management 0.03% 14,907 $460K
16 Ashton Thomas Securities, LLC 0.03% 6,480 $200K
17 Wolverine Asset Management LLC 0.02% 83,526 $2.6M
18 Holos Integrated Wealth LLC 0.02% 1,385 $43K
19 City of London Investment Management Co Ltd 0.02% 10,745 $332K
20 Axiom Investment Management LLC 0.02% 833 $26K
21 Lanark Financial, INC. 0.01% 6,210 $192K
22 Joel Isaacson & Co., LLC 0.01% 13,933 $430K
23 Dakota Wealth Management 0.01% 19,575 $604K
24 Institute for Wealth Management, LLC. 0.01% 3,329 $103K
25 &Partners 0.01% 70,107 $2.2M
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-Advantaged G (ETO)

What does the Smart Money Trend signal show for ETO?

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

More buyers than sellers — 65% buying: Last quarter: 44 funds were net buyers (14 opened a brand new position + 30 added to an existing one). Only 24 were sellers (19 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ETO holders?

Strong quality — 26% AUM from major funds: 15 of 75 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ETO?

65% of holders stayed for 2+ years: 49 out of 75 hedge funds have held ETO 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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