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XAGG

Eaton Vance Income Opportunities ETF
XAGG

64 hedge funds and large institutions have $592M invested in Eaton Vance Income Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 3

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

285% more capital invested

Capital invested by funds: $154M → $592M (+$439M)

68% more funds holding

Funds holding: 38 → 64 (+26)

26.07% more ownership

Funds ownership: 44.48% → 70.54% (+26%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
64
Holders Change
+26
Holders Change %
+68.42%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
25
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$88.3M
2
LPL Financial
LPL Financial
California
+$44.6M
3
Raymond James Financial
Raymond James Financial
Florida
+$38.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$38M
5
BEI
Benjamin Edwards Inc
Missouri
+$36.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.96M
2
P
&Partners
Tennessee
-$333K
3
Goldman Sachs
Goldman Sachs
New York
-$308K
4
CWM
Collaborative Wealth Management
Florida
-$249K
5
FB
Fulton Bank
Pennsylvania
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
26
Independent Financial Group
California
$2.74M +$2.23M +43,899 +386%
BPAMU
27
BTG Pactual Asset Management US
New York
$2.63M +$830K +16,363 +47%
QFW
28
QTR Family Wealth
Florida
$1.98M +$174K +3,425 +10%
Citadel Advisors
29
Citadel Advisors
Florida
$1.92M +$1.96M +38,720 New
DAS
30
Dynamic Advisor Solutions
Arizona
$1.76M +$106K +2,093 +6%
Goldman Sachs
31
Goldman Sachs
New York
$1.75M -$308K -6,073 -15%
NLP
32
Next Level Private
New York
$1.47M +$1.5M +29,657 New
Stifel Financial
33
Stifel Financial
Missouri
$1.02M +$78.8K +1,554 +8%
PF
34
PlanVest Financial
Maryland
$868K +$886K +17,472 New
BFG
35
Bleakley Financial Group
New Jersey
$838K +$20.4K +402 +2%
MA
36
Mutual Advisors
Nebraska
$807K +$327K +6,452 +66%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$795K +$213K +4,202 +36%
HCM
38
Hengehold Capital Management
Ohio
$783K +$800K +15,774 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$746K +$361K +7,121 +90%
Brown Advisory
40
Brown Advisory
Maryland
$713K +$97.6K +1,924 +15%
MFS
41
Miller Financial Services
Michigan
$701K +$716K +14,115 New
P
42
&Partners
Tennessee
$599K -$333K -6,567 -35%
PAG
43
Private Advisor Group
New Jersey
$583K +$595K +11,738 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$495K +$505K +9,964 New
BCM
45
Brookstone Capital Management
Illinois
$423K +$432K +8,513 New
NRI
46
NFP Retirement Inc
California
$419K +$428K +8,443 New
BKA
47
Brick & Kyle Associates
Pennsylvania
$419K +$428K +8,435 New
EH
48
Equitable Holdings
New York
$415K +$424K +8,366 New
Osaic Holdings
49
Osaic Holdings
Arizona
$358K -$135K -2,669 -27%
Truist Financial
50
Truist Financial
North Carolina
$309K +$49.6K +978 +19%
1
2
3

XAGG Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Income Opportunities ETF (XAGG) for Q1 2026, worth a combined $592M — up 285% from $154M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XAGG positions and 3 closed out — a net gain of 27 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $88.3M. The largest seller was Jane Street, exiting entirely with an estimated $1.96M sold.

  • 64 institutional investors held Eaton Vance Income Opportunities ETF (XAGG) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $592M of Eaton Vance Income Opportunities ETF stock for Q1 2026, up 285% quarter-over-quarter.
  • 30 funds opened new Eaton Vance Income Opportunities ETF positions in Q1 2026 and 3 closed out, a net change of +27 holders.
  • The largest Eaton Vance Income Opportunities ETF buyer in Q1 2026 was Morgan Stanley, an estimated $88.3M added.
  • The largest Eaton Vance Income Opportunities ETF seller in Q1 2026 was Jane Street, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2026.