EATON VANCE TAX-MGD DIV EQTY (XETYX) Institutional Ownership Changes & 13F Activity

EATON VANCE TAX-MGD DIV EQTY (XETYX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Ameriprise Financial Inc, Royal Bank Of Canada, Readystate Asset Management Lp, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,246+5.9%22,543$327.77KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+44,818—44,818$651.65KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+29,238—29,238$425.12KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-1,922-3.8%48,776$709.20KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-5,562-8.6%59,223$861.10KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+855+1.1%81,805$1.19MQ2 2026Aug 19, 2026
Strait & Sound Wealth Management LlcSell-863-2.3%36,763$534.53KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+504+1.2%44,067$640.74KQ2 2026Aug 18, 2026
Twin Lakes Capital Management, LlcBuy+68+2.0%3,440$50.01KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Sell-981-1.7%57,480$835.76KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-710-5.3%12,673$184.27KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-13-0.0%44,937$653.00KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+1,596,046—1,596,046$23.21MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+1,521,638—1,521,638$22.12MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-112,344-17.6%525,102$7.63MQ2 2026Aug 14, 2026
Readystate Asset Management LpSell-102,724-74.5%35,193$511.71KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+91,416+15.2%692,131$10.06MQ2 2026Aug 14, 2026
Bank Of America CorpSell-61,456-7.5%756,515$11.00MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+58,101+2.7%2,222,636$32.32MQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+45,000+14.5%355,617$5.17MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-43,622-1.7%2,457,160$35.73MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+35,876+8.1%481,281$7.00MQ2 2026Aug 14, 2026
Matrix Private Capital GroupBuy+32,888+4.1%838,609$12.19MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+30,461—30,461$442.90KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+23,310—23,310$338.93KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+22,313+55.8%62,297$905.80KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-20,824-8.7%219,422$3.19MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-15,582-40.9%22,513$327.34KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+15,290—15,290$222.29KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+13,385—13,385$194.62KQ2 2026Aug 14, 2026
Showing 30 of 167

Frequently asked questions about XETYX activity

  • Which institutional owners are buying XETYX?

    Institutional owners buying XETYX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XETYX activity?

    "Buy" means an investor increased their reported position in XETYX compared to the prior reporting period. This reflects growing exposure to EATON VANCE TAX-MGD DIV EQTY (XETYX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XETYX increasing?

    Institutional interest in XETYX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.