Eaton Vance Income Opportunities ETF
XAGG
38 hedge funds and large institutions have $154M invested in Eaton Vance Income Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
44.48% more ownership
Funds ownership: 0% → 44.48% (+44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$47.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$23M |
| 3 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
+$21.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.86M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.14M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $498K | +$498K | +9,881 | New |
|
|
MA
27
Mutual Advisors
Omaha,
Nebraska
| $494K | +$494K | +9,800 | New |
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| $398K | +$398K | +7,896 | New |
|
29
Comerica Bank
Dallas,
Texas
| $290K | +$290K | +5,760 | New |
|
30
Truist Financial
Charlotte,
North Carolina
| $256K | +$255K | +5,069 | New |
|
|
CWM
31
Collaborative Wealth Management
Lake Mary,
Florida
| $249K | +$249K | +4,938 | New |
|
32
US Bancorp
Minneapolis,
Minnesota
| $108K | +$108K | +2,140 | New |
|
|
KFP
33
Kerr Financial Planning
Fresno,
California
| $57.2K | +$57K | +1,131 | New |
|
|
HI
34
Harbour Investments
Madison,
Wisconsin
| $21.9K | +$21.9K | +434 | New |
|
35
Fidelity Investments
Boston,
Massachusetts
| $20.6K | +$20.7K | +410 | New |
|
|
IA
36
IFP Advisors
Tampa,
Florida
| $20.1K | +$20.1K | +398 | New |
|
37
Rockefeller Capital Management
New York
| $5.85K | +$5.84K | +116 | New |
|
|
SS
38
Sunbelt Securities
Houston,
Texas
| $3.58K | +$3.58K | +71 | New |
|
XAGG Hedge Fund Activity: Q4 2025 in Review
38 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Income Opportunities ETF (XAGG) for Q4 2025, worth a combined $154M.
Buyers outnumbered sellers: 38 funds opened new XAGG positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $47.8M.
- 38 institutional investors held Eaton Vance Income Opportunities ETF (XAGG) as of Q4 2025, up from 0 in Q3 2025.
- Funds reported $154M of Eaton Vance Income Opportunities ETF stock for Q4 2025.
- 38 funds opened new Eaton Vance Income Opportunities ETF positions in Q4 2025 and 0 closed out, a net change of +38 holders.
- The largest Eaton Vance Income Opportunities ETF buyer in Q4 2025 was Morgan Stanley, an estimated $47.8M added.
Based on aggregated 13F filings for Q4 2025.