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XAGG

Eaton Vance Income Opportunities ETF

80 hedge funds and large institutions have $850M invested in Eaton Vance Income Opportunities ETF in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 9

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

43% more capital invested

Capital invested by funds: $592M → $850M (+$257M)

25% more funds holding

Funds holding: 6480 (+16)

1.78% more ownership

Funds ownership: 70.54%72.32% (+1.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
43
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFW
26
QTR Family Wealth
Florida
$2.91M +$951K +18,961 +48%
KWM
27
Kingsview Wealth Management
Oregon
$2.45M +$2.45M +48,923 New
BHPW
28
Beverly Hills Private Wealth
California
$2.33M -$579K -11,556 -20%
SFGM
29
Stonebridge Financial Group (Missouri)
Missouri
$2.31M +$2.02M +40,302 +683%
OMC
30
Old Mission Capital
Illinois
$2.13M +$2.13M +42,530 New
SWAG
31
Spectrum Wealth Advisory Group
California
$2.05M +$2.05M +40,949 New
DAS
32
Dynamic Advisor Solutions
Arizona
$1.87M +$96.6K +1,926 +5%
GRP
33
Global Retirement Partners
California
$1.85M +$1.86M +37,056 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.8M +$1.05M +21,028 +140%
NLP
35
Next Level Private
New York
$1.41M -$69.7K -1,389 -5%
KA
36
Kovack Advisors
Florida
$1.4M +$1.41M +28,079 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.33M +$531K +10,594 +66%
MA
38
Mutual Advisors
Nebraska
$1.31M +$499K +9,948 +61%
CWM
39
Comprehensive Wealth Management
Washington
$1.29M +$1.29M +25,759 New
Stifel Financial
40
Stifel Financial
Missouri
$1.22M +$195K +3,895 +19%
MFS
41
Miller Financial Services
Michigan
$1.17M +$464K +9,260 +66%
MWP
42
Madison Wealth Partners
Wisconsin
$1.09M +$1.1M +21,892 New
NRI
43
NFP Retirement Inc
California
$1.02M +$598K +11,924 +141%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$946K +$449K +8,950 +90%
PF
45
PlanVest Financial
Maryland
$908K +$35.2K +701 +4%
BFG
46
Bleakley Financial Group
New Jersey
$834K -$9.23K -184 -1%
HCM
47
Hengehold Capital Management
Ohio
$801K +$12.1K +242 +2%
WMP
48
Wealth Management Partners
Arizona
$714K +$504K +10,054 +238%
NA
49
NewEdge Advisors
Louisiana
$694K +$696K +13,887 New
Brown Advisory
50
Brown Advisory
Maryland
$642K -$76K -1,515 -11%

XAGG Hedge Fund Activity: Q2 2026 in Review

80 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Income Opportunities ETF (XAGG) for Q2 2026, worth a combined $850M — up 43% from $592M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XAGG positions and 5 closed out — a net gain of 18 holders — while 43 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20.2M sold.

  • 80 institutional investors held Eaton Vance Income Opportunities ETF (XAGG) as of Q2 2026, up from 64 in Q1 2026.
  • Funds reported $850M of Eaton Vance Income Opportunities ETF stock for Q2 2026, up 43% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Income Opportunities ETF positions in Q2 2026 and 5 closed out, a net change of +18 holders.
  • The largest Eaton Vance Income Opportunities ETF buyer in Q2 2026 was Morgan Stanley, an estimated $90.4M added.
  • The largest Eaton Vance Income Opportunities ETF seller in Q2 2026 was Susquehanna International Group, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2026.