Morgan Stanley ETF Trust (XAGG) Hedge Fund Ownership (Q1 2026)

Morgan Stanley ETF Trust (XAGG)

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

Smart Money Signals — XAGG

Based on 64 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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

64 hedge funds hold XAGG right now — the highest count in 2.8 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 — +6300% more funds vs a year ago

fund count last 6Q

+63 new funds entered over the past year (+6300% 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 — 88% buying

56 buying8 selling

Last quarter: 56 funds were net buyers (33 opened a brand new position + 23 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 0 → 1 → 33 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 98% entered in last year

■ 2% conviction (2yr+) ■ 0% medium ■ 98% new

Only 1 funds (2%) 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.

💎

Buying through price weakness — shares +319%, value +293%

Value

+293%

+319%

Last quarter: funds added +319% more shares while total portfolio value only changed +293%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

0 → 0 → 1 → 33 → 33 new funds/Q

New funds entering each quarter: 0 → 1 → 33 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new

Of 64 current holders: 63 (98%) entered in the past year, only 1 (2%) 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 — 60% AUM from top-100 funds

60% from top-100 AUM funds

12 of 64 holders are among the 100 largest funds by AUM, controlling 60% 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.

7.5

out of 10

High Exit Risk

Exit risk score 7.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	64	34	88.24%
13F Shares	12M	3M	319.28%
Total Value	$564M	$143M	293.37%
New Positions	33	33	-
Increased Positions	23	1	+22
Closed Positions	3	0	+3
Reduced Positions	5	0	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

88.24%

13F Shares

12M

319.28%

Total Value

$564M

$143M

293.37%

New Positions

Increased Positions

+22

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

64 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XAGG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Horizon Wealth Management, LLC	3.52%	552,439	$27.6M
2	Consolidated Capital Management, LLC	3.28%	245,869	$12.3M
3	FWG Holdings, LLC	2.10%	121,823	$6.0M
4	Stonebridge Financial Group, LLC / MO	1.53%	46,205	$2.3M
5	QTR Family Wealth, LLC	1.01%	58,129	$2.9M
6	Miller Financial Services LLC	0.94%	23,375	$1.2M
7	PlanVest Financial, Inc	0.61%	18,173	$908K
8	Comprehensive Wealth Management, LLC	0.59%	25,759	$1.3M
9	Spectrum Wealth Advisory Group, LLC	0.58%	40,949	$2.0M
10	Wesbanco Bank Inc	0.53%	426,545	$21.3M
11	Beverly Hills Private Wealth, LLC	0.44%	46,651	$2.3M
12	Benjamin Edwards Inc	0.33%	716,315	$35.8M
13	Urban Wealth Management, LLC	0.29%	6,673	$334K
14	Next Level Private LLC	0.28%	28,268	$1.4M
15	BTG Pactual Asset Management US LLC	0.21%	65,791	$3.4M
16	Wall Capital Group, Inc.	0.21%	5,011	$251K
17	Wealth Management Partners, LLC	0.17%	14,281	$714K
18	Runnymede Capital Advisors, Inc.	0.15%	5,146	$257K
19	Madison Wealth Partners, Inc	0.14%	21,892	$1.1M
20	Brick & Kyle, Associates	0.14%	8,435	$419K
21	Great Valley Advisor Group, INC.	0.13%	166,359	$8.3M
22	Fulton Bank, N.A.	0.12%	79,758	$4.0M
23	Wealth Enhancement Advisory Services, LLC	0.07%	821,261	$41.0M
24	Kovack Advisors, Inc.	0.07%	28,079	$1.4M
25	Hengehold Capital Management LLC	0.06%	16,016	$801K

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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 88% buying: Last quarter: 56 funds were net buyers (33 opened a brand new position + 23 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XAGG holders?

Elite ownership — 60% AUM from top-100 funds: 12 of 64 holders are among the 100 largest funds by AUM, controlling 60% 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 — 98% entered in last year: Only 1 funds (2%) 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.

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Morgan Stanley ETF Trust (XAGG)

Smart Money Signals — XAGG

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +6300% more funds vs a year ago

More buyers than sellers — 88% buying

Steady new buyers — ~33 new funds per quarter

Mostly new holders — 98% entered in last year

Buying through price weakness — shares +319%, value +293%

Acceleration phase — new buyers rushing in

Early stage — 98% of holders entered in last year

Elite ownership — 60% AUM from top-100 funds

Institutional Sentiment Summary — XAGG

Hedge Fund Ownership: XAGG

Market Analysis: XAGG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XAGG

Hedge Fund Positioning: XAGG

Statistics: XAGG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Morgan Stanley ETF Trust (XAGG)

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