Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MORGAN STANLEY ETF TRUST (XAGG)

33 + Investors. Track Smart Money conviction in XAGG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
1Q ▲
Buyers last Q
100%

Smart Money Signals — XAGG

Based on 33 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XAGG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
33 hedge funds hold XAGG right now — the highest count in 2.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +3200% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+3200% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 100% buying

33 buying0 selling
Last quarter: 33 funds were net buyers (32 opened a brand new position + 1 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new XAGG position: 0 → 0 → 1 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 97% entered in last year

■ 3% conviction (2yr+) ■ 0% medium ■ 97% new
Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +431786% but shares only +429030% — price-driven

Value
+431785%
Shares
+429030%
Last quarter: the total dollar value of institutional holdings rose +431786%, but actual share count only changed +429030%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~32 new funds/quarter

0 → 0 → 0 → 1 → 32 new funds/Q
New funds entering each quarter: 0 → 0 → 1 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 33 current holders: 32 (97%) entered in the past year, only 1 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds
10 of 33 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in XAGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XAGG

In 2025 Q4, 33 hedge funds were net buyers of XAGG (32 opened a new position, 1 added to an existing one), while 0 reduced or exited — a 100% buyer ratio, indicating clear institutional accumulation. 76% of total institutional value in XAGG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 33.

Hedge Fund Ownership: XAGG

How many hedge funds hold XAGG — quarterly history vs. share price
Quarterly hedge fund ownership of XAGG vs. share price

Market Analysis: XAGG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XAGG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: XAGG
2026 Q1 Stats Unlock in 7 days 33 + Investors

Track Smart Money conviction in XAGG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 33 1 3200.0%
13F Shares 2M 563 429030.02%
Total Value $122M $28K 431785.57%
New Positions 32 1 +31
Increased Positions 1 0 +1
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XAGG

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Financial Highlights

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Institutional Holders (2026 Q1)

33 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XAGG. Verified SEC 13F-HR filings.

Top 25 institutional holders of XAGG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CONSOLIDATED CAPITAL MANAGEMENT, LLC 3.78% 235,705 $11.7M
2 FWG Holdings, LLC 2.66% 140,986 $7.0M
3 Horizon Wealth Management, LLC 1.90% 260,429 $12.9M
4 QTR Family Wealth, LLC 0.82% 39,168 $2.0M
5 Miller Financial Services LLC 0.77% 14,115 $701K
6 WESBANCO BANK INC 0.59% 426,545 $21.2M
7 Beverly Hills Private Wealth, LLC 0.48% 58,207 $2.9M
8 BENJAMIN EDWARDS INC 0.35% 713,790 $35.4M
9 Next Level Private LLC 0.33% 29,657 $1.5M
10 Stonebridge Financial Group, LLC / MO 0.25% 5,903 $293K
11 Runnymede Capital Advisors, Inc. 0.22% 5,146 $256K
12 FULTON BANK, N.A. 0.15% 84,971 $4.2M
13 GREAT VALLEY ADVISOR GROUP, INC. 0.13% 148,961 $7.4M
14 INDEPENDENT FINANCIAL GROUP, LLC 0.08% 51,319 $2.5M
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.08% 748,917 $37.3M
16 QUATTRO FINANCIAL ADVISORS LLC 0.07% 4,705 $234K
17 HENGEHOLD CAPITAL MANAGEMENT LLC 0.07% 15,774 $783K
18 Janney Montgomery Scott LLC 0.07% 549,879 $27K
19 Wealth Management Partners, LLC 0.06% 4,227 $210K
20 Dynamic Advisor Solutions LLC 0.06% 35,500 $1.8M
21 D.A. DAVIDSON & CO. 0.04% 130,014 $6.5M
22 Farther Finance Advisors, LLC 0.03% 69,281 $3.4M
23 Embree Financial Group 0.02% 4,062 $202K
24 Mutual Advisors, LLC 0.02% 16,252 $807K
25 LPL Financial LLC 0.01% 1,016,363 $50.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MORGAN STANLEY ETF TRUST (XAGG)

What does the Smart Money Trend signal show for XAGG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XAGG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XAGG?

More buyers than sellers — 100% buying: Last quarter: 33 funds were net buyers (32 opened a brand new position + 1 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XAGG holders?

Elite ownership — 76% AUM from top-100 funds: 10 of 33 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in XAGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XAGG?

Mostly new holders — 97% entered in last year: Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.