Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Morgan Stanley ETF Trust (XAGG)

64 + 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
↑ +30
Streak
2Q ▲
Buyers last Q
88%

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%
Shares
+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.

Institutional Sentiment Summary — XAGG

In 2026 Q1, 56 hedge funds were net buyers of XAGG (33 opened a new position, 23 added to an existing one), while 8 reduced or exited (5 trimmed, 3 sold completely) — a 88% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in XAGG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 64.

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.

Is It Too Late to Buy Morgan Stanley ETF Trust (XAGG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XAGG has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
XAGG
nan%
SPY
+15.1%

XAGG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
XAGG
nan%
SPY
+1.3%

Since the filing became public, XAGG outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: XAGG
64 + Investors

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

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

Statistics: XAGG

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 XAGG holders by conviction (% of portfolio weight) — 2026 Q1 · 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 PlanVest Financial, Inc 0.66% 17,472 $868K
7 Wesbanco Bank Inc 0.59% 426,545 $21.2M
8 Beverly Hills Private Wealth, LLC 0.48% 58,207 $2.9M
9 Benjamin Edwards Inc 0.35% 713,790 $35.4M
10 Next Level Private LLC 0.33% 29,657 $1.5M
11 Stonebridge Financial Group, LLC / MO 0.25% 5,903 $293K
12 BTG Pactual Asset Management US LLC 0.23% 51,343 $2.6M
13 Runnymede Capital Advisors, Inc. 0.22% 5,146 $256K
14 Fulton Bank, N.A. 0.15% 84,971 $4.2M
15 Great Valley Advisor Group, INC. 0.13% 148,961 $7.4M
16 Independent Financial Group, LLC 0.08% 51,319 $2.5M
17 Wealth Enhancement Advisory Services, LLC 0.08% 748,917 $37.3M
18 Quattro Financial Advisors LLC 0.07% 4,705 $234K
19 Hengehold Capital Management LLC 0.07% 15,774 $783K
20 Wealth Management Partners, LLC 0.06% 4,227 $210K
21 Dynamic Advisor Solutions LLC 0.06% 35,500 $1.8M
22 D.A. Davidson & CO. 0.04% 130,014 $6.5M
23 Farther Finance Advisors, LLC 0.03% 69,281 $3.4M
24 Wealthspire Retirement, LLC 0.03% 8,443 $419K
25 Embree Financial Group 0.02% 4,062 $202K
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.

Is it too late to buy Morgan Stanley ETF Trust (XAGG) following the 2026 Q1 hedge fund 13F filings?

As of today, XAGG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XAGG has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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