Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Tax-Managed Glob (ETW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
62%

Smart Money Signals — ETW

Based on 169 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
169 hedge funds hold ETW 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 — +6% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

87 buying53 selling
Last quarter: 87 funds were net buyers (19 opened a brand new position + 68 added to an existing one). Only 53 were sellers (34 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 20 → 21 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 24% medium ■ 17% new
101 out of 169 hedge funds have held ETW 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

20 → 29 → 20 → 21 → 19 new funds/Q
New funds entering each quarter: 29 → 20 → 21 → 19. ETW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 169 holders: 105 (62%) are 2+ year veterans, 24 entered 1–2 years ago, and 40 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
18 of 169 holders rank in the top 100 by AUM, accounting for 38% 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 — ETW

In 2026 Q1, 87 hedge funds were net buyers of ETW (19 opened a new position, 68 added to an existing one), while 53 reduced or exited (34 trimmed, 19 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 38% of total institutional value in ETW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 169.

Hedge Fund Ownership: ETW

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

Market Analysis: ETW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETW

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ETW
2026 Q2 Stats Unlock in 5 days 168 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 168 168 -
13F Shares 26M 25M 6.28%
Total Value $225M $232M -2.7%
New Positions 18 21 -3
Increased Positions 68 58 +10
Closed Positions 18 15 +3
Reduced Positions 34 43 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ETW

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Institutional Holders (2026 Q2)

168 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ETW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RiverTree Advisors, LLC 1.74% 305,360 $2.9M
2 Shaker Financial Services, LLC 0.78% 259,227 $2.5M
3 PMG Family Office LLC 0.65% 72,615 $700K
4 Avory & Company, LLC 0.55% 45,682 $440K
5 Closed-End Fund Advisors, Inc. 0.55% 58,226 $561K
6 Roman Butler Fullerton & Co 0.51% 222,370 $2.1M
7 Advisory Advocates, LLC 0.45% 54,701 $527K
8 Quantedge Capital Pte Ltd 0.33% 45,400 $438K
9 Camelot Portfolios, LLC 0.31% 45,400 $438K
10 Integrated Capital Management, INC. 0.27% 39,400 $380K
11 Decision Investments, Inc 0.20% 22,590 $218K
12 David J Yvars Group 0.19% 41,827 $403K
13 Arlington Capital Management, Inc. 0.19% 31,230 $301K
14 Investment Management Trust, LLC 0.18% 20,575 $198K
15 Capital CS Group, LLC 0.17% 22,090 $213K
16 Joseph P. Lucia & Associates, LLC 0.16% 53,806 $519K
17 Tiller Private Wealth, Inc. 0.15% 50,600 $488K
18 Alteri Wealth LLC 0.15% 54,885 $529K
19 Guggenheim Capital LLC 0.14% 2,274,928 $21.9M
20 one8zero8, LLC 0.13% 69,900 $674K
21 Advisors Asset Management, Inc. 0.13% 903,911 $8.7M
22 Centurion Wealth Management LLC 0.12% 52,043 $502K
23 Blue Bell Private Wealth Management, LLC 0.10% 85,021 $820K
24 International Assets Investment Management, LLC 0.09% 163,822 $1.6M
25 Franklin Street Advisors Inc /Nc 0.08% 150,334 $1.4M
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 Glob (ETW)

What does the Smart Money Trend signal show for ETW?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ETW?

More buyers than sellers — 62% buying: Last quarter: 87 funds were net buyers (19 opened a brand new position + 68 added to an existing one). Only 53 were sellers (34 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ETW holders?

Strong quality — 38% AUM from major funds: 18 of 169 holders rank in the top 100 by AUM, accounting for 38% 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 ETW?

60% of holders stayed for 2+ years: 101 out of 169 hedge funds have held ETW 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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