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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
EFG
51
Embree Financial Group
Illinois
$582K +$380K +7,582 +187%
Osaic Holdings
52
Osaic Holdings
Arizona
$527K +$167K +3,331 +46%
BCM
53
Brookstone Capital Management
Illinois
$524K +$99.1K +1,976 +23%
P
54
&Partners
Tennessee
$503K -$99.9K -1,993 -17%
EH
55
Equitable Holdings
New York
$466K +$47.7K +952 +11%
BKA
56
Brick & Kyle Associates
Pennsylvania
$419K
PI
57
PFG Investments
New York
$337K +$338K +6,731 New
UWM
58
Urban Wealth Management
California
$334K +$335K +6,673 New
Truist Financial
59
Truist Financial
North Carolina
$306K +$3.71K +74 +1%
BAM
60
Belpointe Asset Management
Nevada
$268K +$269K +5,362 New
RCA
61
Runnymede Capital Advisors
Ohio
$257K
WCG
62
Wall Capital Group
Arizona
$251K +$251K +5,011 New
ASN
63
Advisory Services Network
Georgia
$237K +$95.6K +1,907 +67%
PS
64
Principal Securities
Iowa
$234K +$30.2K +603 +15%
CWM
65
Cornerstone Wealth Management
Missouri
$228K +$229K +4,566 New
PTC
66
Private Trust Company
Ohio
$220K +$221K +4,403 New
HighTower Advisors
67
HighTower Advisors
Illinois
$214K +$215K +4,281 New
JFG
68
Jefferies Financial Group
New York
$201K +$202K +4,026 New
HI
69
Harbour Investments
Wisconsin
$182K
US Bancorp
70
US Bancorp
Minnesota
$107K
IWC
71
Integrated Wealth Concepts
Massachusetts
$99.2K +$99.5K +1,984 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$49K +$49.1K +980 New
KFP
73
Kerr Financial Planning
California
$30.5K +$28.9K +576 +1,986%
Citigroup
74
Citigroup
New York
$25K +$25.1K +500 New
IA
75
IFP Advisors
Florida
$20.4K +$351 +7 +2%

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.