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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,246 | +5.9% | 22,543 | $327.77K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +44,818 | — | 44,818 | $651.65K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +29,238 | — | 29,238 | $425.12K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -1,922 | -3.8% | 48,776 | $709.20K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -5,562 | -8.6% | 59,223 | $861.10K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +855 | +1.1% | 81,805 | $1.19M | Q2 2026 | Aug 19, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -863 | -2.3% | 36,763 | $534.53K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +504 | +1.2% | 44,067 | $640.74K | Q2 2026 | Aug 18, 2026 |
| Twin Lakes Capital Management, Llc | Buy | +68 | +2.0% | 3,440 | $50.01K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell | -981 | -1.7% | 57,480 | $835.76K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -710 | -5.3% | 12,673 | $184.27K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -13 | -0.0% | 44,937 | $653.00K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +1,596,046 | — | 1,596,046 | $23.21M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +1,521,638 | — | 1,521,638 | $22.12M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -112,344 | -17.6% | 525,102 | $7.63M | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Sell | -102,724 | -74.5% | 35,193 | $511.71K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +91,416 | +15.2% | 692,131 | $10.06M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -61,456 | -7.5% | 756,515 | $11.00M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +58,101 | +2.7% | 2,222,636 | $32.32M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +45,000 | +14.5% | 355,617 | $5.17M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -43,622 | -1.7% | 2,457,160 | $35.73M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +35,876 | +8.1% | 481,281 | $7.00M | Q2 2026 | Aug 14, 2026 |
| Matrix Private Capital Group | Buy | +32,888 | +4.1% | 838,609 | $12.19M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +30,461 | — | 30,461 | $442.90K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +23,310 | — | 23,310 | $338.93K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +22,313 | +55.8% | 62,297 | $905.80K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -20,824 | -8.7% | 219,422 | $3.19M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -15,582 | -40.9% | 22,513 | $327.34K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +15,290 | — | 15,290 | $222.29K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +13,385 | — | 13,385 | $194.62K | Q2 2026 | Aug 14, 2026 |
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.