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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.

New
Increased
Maintained
Reduced
Closed

44.48% more ownership

Funds ownership: 0% → 44.48% (+44%)

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$47.8M
2
UBS Group
UBS Group
Switzerland
+$23M
3
WB
WesBanco Bank
West Virginia
+$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 +$47.8M +949,341 New
UBS Group
2
UBS Group
Switzerland
$23M +$23M +457,015 New
WB
3
WesBanco Bank
West Virginia
$21.4M +$21.4M +425,194 New
LPL Financial
4
LPL Financial
California
$6.86M +$6.86M +136,093 New
Raymond James Financial
5
Raymond James Financial
Florida
$6.14M +$6.14M +121,883 New
FH
6
FWG Holdings
Florida
$5.53M +$5.46M +108,415 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.87M +$4.87M +96,582 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.8M +$4.8M +95,258 New
FB
9
Fulton Bank
Pennsylvania
$4.46M +$4.46M +88,440 New
BHPW
10
Beverly Hills Private Wealth
California
$3.03M +$3.03M +60,167 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.01M +$3.01M +59,791 New
Ameriprise
12
Ameriprise
Minnesota
$2.91M +$2.91M +57,735 New
Wells Fargo
13
Wells Fargo
California
$2.42M +$2.42M +47,975 New
Goldman Sachs
14
Goldman Sachs
New York
$2.08M +$2.08M +41,282 New
Jane Street
15
Jane Street
New York
$1.96M +$1.96M +38,930 New
QFW
16
QTR Family Wealth
Florida
$1.83M +$1.8M +35,743 New
BPAMU
17
BTG Pactual Asset Management US
New York
$1.76M +$1.76M +34,980 New
DAS
18
Dynamic Advisor Solutions
Arizona
$1.68M +$1.68M +33,407 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$1.06M +21,056 New
Stifel Financial
20
Stifel Financial
Missouri
$956K +$956K +18,964 New
P
21
&Partners
Tennessee
$939K +$939K +18,625 New
BFG
22
Bleakley Financial Group
New Jersey
$830K +$830K +16,463 New
Brown Advisory
23
Brown Advisory
Maryland
$627K +$626K +12,431 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$595K +$595K +11,801 New
IFG
25
Independent Financial Group
California
$573K +$573K +11,372 New
1
2

XAGG Hedge Fund Activity: Q4 2025 in Review

38 of the 8,223 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.