Eaton Vance Income Opportunities ETF
XAGG
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.
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: 64 → 80 (+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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$90.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$33.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$25.3M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$18.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$20.2M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$3.07M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.92M |
| 4 |
Goldman Sachs
New York
|
-$1.75M |
| 5 |
FH
FWG Holdings
Winter Park,
Florida
|
-$961K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $20K | -$451 | -9 | -2% |
|
|
GPFA
77
Game Plan Financial Advisors
Westlake,
Ohio
| $15K | +$15K | +300 | New |
|
|
AAS
78
Ameritas Advisory Services
Lincoln,
Nebraska
| $12.4K | +$12.4K | +248 | New |
|
79
BNP Paribas Financial Markets
Paris,
France
| $10.5K | +$10.6K | +211 | New |
|
|
GF
80
GGM Financials
Columbus,
Ohio
| $7K | +$7.02K | +140 | New |
|
|
81
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$20.2M | -407,533 | Closed |
|
|
82
Mariner
Overland Park,
Kansas
| – | -$3.07M | -61,907 | Closed |
|
|
83
Citadel Advisors
Miami,
Florida
| – | -$1.92M | -38,720 | Closed |
|
|
84
Goldman Sachs
New York
| – | -$1.75M | -35,209 | Closed |
|
|
QFA
85
Quattro Financial Advisors
The Woodlands,
Texas
| – | -$234K | -4,705 | Closed |
|
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.