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XAGG

Eaton Vance Income Opportunities ETF

64 hedge funds and large institutions have $592M invested in Eaton Vance Income Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 3

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

285% more capital invested

Capital invested by funds: $154M → $592M (+$439M)

68% more funds holding

Funds holding: 3864 (+26)

26.07% more ownership

Funds ownership: 44.48%70.54% (+26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+26
Holders Change %
+68.42%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
25
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$134M +$88.3M +1,741,312 +183%
LPL Financial
2
LPL Financial
California
$50.5M +$44.6M +880,270 +647%
UBS Group
3
UBS Group
Switzerland
$45.5M +$23.3M +460,149 +101%
Raymond James Financial
4
Raymond James Financial
Florida
$43.7M +$38.4M +757,292 +621%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$37.3M +$38M +748,917 New
Ameriprise
6
Ameriprise
Minnesota
$36.7M +$34.5M +680,680 +1,179%
BEI
7
Benjamin Edwards Inc
Missouri
$35.4M +$36.2M +713,790 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$27.3M +$27.9M +549,879 New
Wells Fargo
9
Wells Fargo
California
$21.6M +$19.6M +386,741 +806%
WB
10
WesBanco Bank
West Virginia
$21.2M +$68.5K +1,351 +0.3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$20.2M +$20.7M +407,533 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$13M +$12.2M +240,829 +1,144%
HWM
13
Horizon Wealth Management
Illinois
$12.9M +$13.2M +260,429 New
CCM
14
Consolidated Capital Management
California
$11.7M +$12M +235,705 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.1M +$3.37M +66,534 +69%
GVAG
16
Great Valley Advisor Group
Delaware
$7.4M +$7.56M +148,961 New
FH
17
FWG Holdings
Florida
$7.03M +$1.65M +32,571 +30%
DADC
18
D.A. Davidson & Co
Montana
$6.46M +$6.59M +130,014 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.63M +$923K +18,201 +19%
FB
20
Fulton Bank
Pennsylvania
$4.22M -$176K -3,469 -4%
FFA
21
Farther Finance Advisors
California
$3.45M +$3.51M +69,281 New
Mariner
22
Mariner
Kansas
$3.07M +$3.14M +61,907 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.06M +$90.5K +1,785 +3%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.9M +$2.96M +58,419 New
BHPW
25
Beverly Hills Private Wealth
California
$2.89M -$99.4K -1,960 -3%

XAGG Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Income Opportunities ETF (XAGG) for Q1 2026, worth a combined $592M — up 285% from $154M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new XAGG positions and 3 closed out — a net gain of 27 holders — while 25 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $88.3M. The largest seller was Jane Street, exiting entirely with an estimated $1.96M sold.

  • 64 institutional investors held Eaton Vance Income Opportunities ETF (XAGG) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $592M of Eaton Vance Income Opportunities ETF stock for Q1 2026, up 285% quarter-over-quarter.
  • 30 funds opened new Eaton Vance Income Opportunities ETF positions in Q1 2026 and 3 closed out, a net change of +27 holders.
  • The largest Eaton Vance Income Opportunities ETF buyer in Q1 2026 was Morgan Stanley, an estimated $88.3M added.
  • The largest Eaton Vance Income Opportunities ETF seller in Q1 2026 was Jane Street, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2026.