EATON VANCE TAX-MGD DIV EQTY (XETYX) Institutional Ownership and Insiders Activity
EATON VANCE TAX-MGD DIV EQTY (XETYX) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $11.27M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Matrix Private Capital Group is the largest disclosed holder, reporting approximately $11.11M in XETYX holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Matrix Private Capital Group representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$11.27M
Largest Holder
Matrix Private Capital Group
Largest Position
$11.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
2
Funds Exiting Positions
0
Top Institutional Owners
View all- Matrix Private Capital Group$11.11M
- Sequoia Financial Advisors$158,350
XETYX News
All news- Matrix Capital's March Portfolio: Focus on ETFs, Growth & Dividends
May 16, 2026 · valut.ai
- Richard S. Fuld's Q1 Portfolio Highlights Significant Increases in IEFA and XETYX ETFs
May 16, 2026 · valut.ai
- Richard S. Fuld Portfolio Analysis: Concentration in ETFs and Fixed Income
May 16, 2026 · valut.ai
- Richard S. Fuld's Top Holdings: Analysis of Matrix Private Capital Investments as of March 31, 2026
May 16, 2026 · valut.ai
- Matrix Capital's Richard Fuld Q1 2026 Portfolio Shifts: Focus on Growth and Income ETFs
May 16, 2026 · valut.ai
- Richard S. Fuld's Portfolio Update: March 31, 2026
May 16, 2026 · valut.ai
- Vanguard Dominance: Fuld's Portfolio Reflects Large-Cap Value Focus
May 16, 2026 · valut.ai
- Fuld's Top Holdings: Focus on Growth ETFs
May 16, 2026 · valut.ai
Related XETYX Institutional Insights:
- XETYX Institutional Ownership & Insiders Activity
- XETYX Institutional Ownership & 13F Activity
- XETYX Top Institutional Shareholders
- XETYX Institutional Buying Activity
- XETYX Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- XETYX Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings