XAGG

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.

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New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

Holders
38
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$47.8M
2
+$23M
3
+$21.4M
4
LPL Financial
LPL Financial
California
+$6.86M
5
Raymond James Financial
Raymond James Financial
Florida
+$6.14M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.9M
UBS Group
2
UBS Group
Switzerland
$23M
WB
3
WesBanco Bank
West Virginia
$21.4M
LPL Financial
4
LPL Financial
California
$6.86M
Raymond James Financial
5
Raymond James Financial
Florida
$6.14M
FH
6
FWG Holdings
Florida
$5.53M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.87M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.8M
FB
9
Fulton Bank
Pennsylvania
$4.46M
BHPW
10
Beverly Hills Private Wealth
California
$3.03M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.01M
Ameriprise
12
Ameriprise
Minnesota
$2.91M
Wells Fargo
13
Wells Fargo
California
$2.42M
Goldman Sachs
14
Goldman Sachs
New York
$2.08M
Jane Street
15
Jane Street
New York
$1.96M
QFW
16
QTR Family Wealth
Florida
$1.83M
BPAMU
17
BTG Pactual Asset Management US
New York
$1.76M
DAS
18
Dynamic Advisor Solutions
Arizona
$1.68M
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.06M
Stifel Financial
20
Stifel Financial
Missouri
$956K
P
21
&Partners
Tennessee
$939K
BFG
22
Bleakley Financial Group
New Jersey
$830K
Brown Advisory
23
Brown Advisory
Maryland
$627K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$595K
IFG
25
Independent Financial Group
California
$573K
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