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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
Morgan Stanley
1
Morgan Stanley
New York
$225M +$90.4M +1,801,761 +67%
LPL Financial
2
LPL Financial
California
$84.5M +$33.8M +674,105 +66%
Ameriprise
3
Ameriprise
Minnesota
$62.1M +$25.3M +504,511 +68%
Raymond James Financial
4
Raymond James Financial
Florida
$62.1M +$18.2M +363,039 +41%
UBS Group
5
UBS Group
Switzerland
$57M +$11.2M +222,464 +24%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$42.2M +$14.7M +293,453 +53%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$41M +$3.63M +72,344 +10%
Wells Fargo
8
Wells Fargo
California
$37.4M +$15.7M +313,641 +72%
BEI
9
Benjamin Edwards Inc
Missouri
$35.8M +$127K +2,525 +0.4%
HWM
10
Horizon Wealth Management
Illinois
$27.6M +$14.6M +292,010 +112%
WB
11
WesBanco Bank
West Virginia
$21.3M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.4M +$7.23M +144,246 +88%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$14M +$8.4M +167,479 +148%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$13.8M +$734K +14,646 +6%
CCM
15
Consolidated Capital Management
California
$12.3M +$510K +10,164 +4%
MML Investors Services
16
MML Investors Services
Massachusetts
$10.8M +$7.91M +157,711 +270%
GVAG
17
Great Valley Advisor Group
Delaware
$8.32M +$872K +17,398 +12%
DADC
18
D.A. Davidson & Co
Montana
$6.44M -$56.7K -1,130 -0.9%
FFA
19
Farther Finance Advisors
California
$6.17M +$2.72M +54,188 +78%
FH
20
FWG Holdings
Florida
$6.03M -$961K -19,163 -14%
FB
21
Fulton Bank
Pennsylvania
$3.99M -$261K -5,213 -6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.66M +$581K +11,579 +19%
BPAMU
23
BTG Pactual Asset Management US
New York
$3.37M +$725K +14,448 +28%
IFG
24
Independent Financial Group
California
$3.3M +$536K +10,690 +19%
PAG
25
Private Advisor Group
New Jersey
$3.18M +$2.6M +51,791 +441%

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.