Across its top 20 institutional holders, XETYX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 19/100).

Quarterly Activity

Recent Activity

+$443.6M

Total Buy Value

$119.2M

Total Sell Value

New buy21

Trim50

Add74

Sold out17

Net Buyers

Net Sellers

Smart Money Convergence

XETYX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

27828N102

FAQ

Who are the top institutional investors holding EATON VANCE TAX-MGD DIV EQTY (XETYX)?

Major stakeholders currently include Morgan Stanley ($179.9M), Raymond James Financial INC ($34.5M), Wells Fargo & Company/mn ($29.8M). Based on the latest 13F filings, there are a total of 204 tracked investment funds and institutions maintaining positions in XETYX.

What is the overall institutional sentiment toward XETYX recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $46.2M, driven by 95 managers accumulating shares while 67 reduced their exposure.

Which institutions have been selling or reducing their XETYX positions?

In the latest period, 50 funds trimmed their holdings, and 17 managers completely exited their positions. The aggregate reported sell value was $119.2M.

Are there any notable investors adding XETYX to their portfolios?

Yes, buying activity remains notable. 21 institutions opened new positions in {ticker}, and 74 existing holders added to their shares. The total reported buy value for the quarter amounted to $443.6M.