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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Matrix Private Capital Group and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Matrix Private Capital GroupBuy113,444805,721$11,110,886
Q1 2026Sequoia Financial AdvisorsBuy11,48311,483$158,350
Q4 2025Matrix Private Capital GroupBuy22,752692,277$10,619,522
Q3 2025Matrix Private Capital GroupBuy39,831669,525$10,645,445
Q2 2025Matrix Private Capital GroupSell-17,269629,694$9,741,365
Q1 2025Matrix Private Capital GroupSell-14,519646,963$9,225,688
Q4 2024Matrix Private Capital GroupBuy181661,482$9,889,152
Q3 2024Matrix Private Capital GroupBuy23,845661,301$9,688,063
Q2 2024Matrix Private Capital GroupBuy18,966637,456$8,956,260
Q1 2024Matrix Private Capital GroupBuy15,363618,490$8,263,021
Q4 2023Matrix Private Capital GroupBuy13,845603,127$7,352,113
Q3 2023Matrix Private Capital GroupBuy24,295589,282$6,800,314
Q2 2023Matrix Private Capital GroupSell-2,315564,987$7,039,744
Q1 2023Matrix Private Capital GroupBuy1,636567,302$6,620,418
Q4 2022Matrix Private Capital GroupSell-29,644565,666$6,143,129
Q3 2022Matrix Private Capital GroupBuy58,402595,310$6,465
Q2 2022Matrix Private Capital GroupBuy35,535536,908$6,083
Q1 2022Matrix Private Capital GroupBuy49,994501,373$7,004
Q4 2021Matrix Private Capital GroupBuy13,790451,379$6,793
Q3 2021Matrix Private Capital GroupBuy92,966437,589$6,104
Q2 2021Matrix Private Capital GroupBuy42,749344,623$4,849
Q1 2021Matrix Private Capital GroupBuy88,151301,874$3,855
Q4 2020Matrix Private Capital GroupBuy141,680213,723$2,618
Q3 2020Matrix Private Capital GroupBuy5,90072,043$785
Q2 2020Matrix Private Capital GroupBuy26,37266,143$713
Q1 2020Matrix Private Capital GroupBuy39,77139,771$371

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.

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