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Common Fund Bets
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Largest Fund Trades
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Stock index based on fund manager consensus updated each quarter
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BPA
Beacon Pointe Advisors’s
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
Stock Holding History
Beacon Pointe Advisors’s Portfolio
ETY Stock Details
ETY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$601K
Buy
43,563
+10,363
+31%
+$153K
﹤0.01%
1219
2025
Q4
$509K
Hold
33,200
–
–
﹤0.01%
1074
2025
Q3
$528K
Buy
33,200
+11,282
+51%
+$178K
﹤0.01%
992
2025
Q2
$339K
Hold
21,918
–
–
﹤0.01%
999
2025
Q1
$313K
Hold
21,918
–
–
﹤0.01%
1012
2024
Q4
$328K
Sell
21,918
-8,282
-27%
-$123K
﹤0.01%
977
2024
Q3
$442K
Hold
30,200
–
–
0.01%
893
2024
Q2
$424K
Buy
30,200
+5,000
+20%
+$67.5K
0.01%
931
2024
Q1
$337K
Hold
25,200
–
–
﹤0.01%
1072
2023
Q4
$307K
Hold
25,200
–
–
﹤0.01%
1072
2023
Q3
$291K
Buy
25,200
+2,000
+9%
+$24.3K
﹤0.01%
1081
2023
Q2
$289K
Sell
23,200
-4,400
-16%
-$51.7K
﹤0.01%
895
2023
Q1
$322K
Buy
27,600
+4,400
+19%
+$50.8K
0.01%
913
2022
Q4
$252K
Hold
23,200
–
–
﹤0.01%
922
2022
Q3
$252K
Hold
23,200
–
–
0.01%
846
2022
Q2
$263K
Buy
23,200
+3,000
+15%
+$37.2K
0.01%
875
2022
Q1
$282K
Buy
20,200
+8,000
+66%
+$112K
﹤0.01%
1004
2021
Q4
$184K
Buy
12,200
+2,000
+20%
+$29.2K
﹤0.01%
888
2021
Q3
$142K
Sell
10,200
-10,200
-50%
-$146K
﹤0.01%
874
2021
Q2
$287K
Buy
+20,400
New
+$277K
0.01%
666
Other funds holding ETY
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$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PS
Principal Securities
Des Moines, Iowa
$6.82B AUM
17.15%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MPCG
Matrix Private Capital Group
New York
$207M AUM
16.87%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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