Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE TAX-MANAGED BUY- (ETV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
57%

Smart Money Signals — ETV

Based on 173 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ETV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
173 hedge funds hold ETV 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 ETV is almost the same as a year ago (+5 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

85 buying63 selling
Last quarter: 85 funds bought or added vs 63 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 28 → 15 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 23% medium ■ 13% new
111 out of 173 hedge funds have held ETV 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

22 → 18 → 28 → 15 → 17 new funds/Q
New funds entering each quarter: 18 → 28 → 15 → 17. ETV 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 — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Of 173 current holders: 109 (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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
12 of 173 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ETV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: ETV

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

Market Analysis: ETV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETV

-- --

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.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: ETV
2026 Q1 Stats Unlock in 11 days 173 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 173 175 -1.14%
13F Shares 21M 21M 1.39%
Total Value $312M $300M 3.79%
New Positions 17 15 +2
Increased Positions 68 60 +8
Closed Positions 19 18 +1
Reduced Positions 44 41 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

173 + investors

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

Top 25 institutional holders of ETV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PARAGON FINANCIAL PARTNERS, INC. 8.20% 994,107 $14.5M
2 BALANCED WEALTH GROUP LLC 2.97% 606,954 $8.3M
3 Kingstone Capital Partners Texas, LLC 2.59% 307,504 $4.2M
4 Emissary Wealth LLC 2.16% 168,822 $2.3M
5 SIMS INVESTMENT MANAGEMENT, LLC 1.95% 387,929 $5.3M
6 SHARPEPOINT LLC 1.63% 199,934 $2.7M
7 PMG Family Office LLC 1.57% 102,840 $1.4M
8 Advisory Advocates, LLC 1.51% 106,038 $1.5M
9 Thayer Partners, LLC / MA 1.34% 205,433 $2.8M
10 Stolper Co 0.70% 13,651 $2K
11 COMMONS CAPITAL, LLC 0.44% 38,334 $524K
12 Outlook Wealth Advisors, LLC 0.40% 119,966 $1.6M
13 INTEGRATED CAPITAL MANAGEMENT, INC. 0.28% 30,946 $423K
14 American Institute for Advanced Investment Management, LLP 0.27% 28,770 $422K
15 Everstar Asset Management, LLC 0.18% 24,960 $341K
16 WEALTH EFFECTS LLC 0.18% 36,618 $501K
17 STABLEFORD CAPITAL II LLC 0.18% 34,880 $477K
18 Cannon Advisors, Inc. 0.15% 14,452 $198K
19 M.E. ALLISON & CO., INC. 0.13% 14,696 $201K
20 NAPLES GLOBAL ADVISORS, LLC 0.13% 130,413 $1.8M
21 Wealth Alliance Advisory Group, LLC 0.10% 46,649 $638K
22 Summit Investment Advisory Services, LLC 0.09% 18,451 $252K
23 SHIKIAR ASSET MANAGEMENT INC 0.09% 23,075 —
24 Worth Asset Management, LLC 0.09% 17,215 $235K
25 TCFG Investment Advisors, LLC 0.08% 15,590 $213K
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 BUY- (ETV)

What does the Smart Money Trend signal show for ETV?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ETV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ETV?

Slight buying edge — 57% buying: Last quarter: 85 funds bought or added vs 63 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 ETV holders?

Elite ownership — 40% AUM from top-100 funds: 12 of 173 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ETV. 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 ETV?

64% of holders stayed for 2+ years: 111 out of 173 hedge funds have held ETV 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.