EATON VANCE T/M BUY-WRT INC (ETB) Institutional Ownership Changes & 13F Activity

EATON VANCE T/M BUY-WRT INC (ETB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Guggenheim Capital Llc, Ameriprise Financial Inc, Wolverine Asset Management Llc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-391-0.3%126,134$1.96MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-5,713-34.7%10,732$166.78KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+24,628—24,628$382.72KQ2 2026Sep 02, 2026
Invesco Ltd.Buy+443,529—443,529$6.89MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+114,074—114,074$1.77MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+42,876+21.3%243,820$3.79MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+18,839—18,839$292.00KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+17,817+3.9%474,400$7.37MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-13,997-34.0%27,136$421.69KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,387+4.2%156,939$2.44MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+6,265+24.8%31,534$490.03KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,993+3.2%63,800$991.00KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,149+0.6%207,499$3.22MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+682+5.6%12,824$199.28KQ2 2026Aug 14, 2026
Morgan StanleyBuy+9,306+1.8%515,687$8.01MQ2 2026Aug 13, 2026
Ubs Group AgBuy+5,796+1.5%382,004$5.94MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+1,471+58.8%3,974$61.76KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+144,511+21.2%825,240$12.82MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+14,896—14,896$231.48KQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+14,825—14,825$230.38KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-5,782-1.9%296,868$4.61MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+3,704+21.2%21,174$329.05KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+2,400—2,400$36.72KQ2 2026Aug 12, 2026
Cfo4Life Group, LlcBuy+849+1.8%47,086$731.72KQ2 2026Aug 12, 2026
Allworth Financial LpSell-12,615-67.8%5,981$92.94KQ2 2026Aug 11, 2026
Kilter Group LlcSell-862-99.9%1$15.00Q2 2026Aug 11, 2026
Shp Wealth ManagementBuy+200—200$3.11KQ2 2026Aug 11, 2026
Wolverine Asset Management LlcSell-94,266-99.9%106$1.65KQ2 2026Aug 10, 2026
Quartz Partners, LlcBuy+3,127+6.0%55,205$857.89KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+875+100.0%1,750$27.20KQ2 2026Aug 10, 2026
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Frequently asked questions about ETB activity

  • Which institutional owners are buying ETB?

    Institutional owners buying ETB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ETB activity?

    "Buy" means an investor increased their reported position in ETB compared to the prior reporting period. This reflects growing exposure to EATON VANCE T/M BUY-WRT INC (ETB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ETB increasing?

    Institutional interest in ETB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.