SEC 13F Intelligence

Matrix Private Capital Group LLC / XETYX

Matrix Private Capital Group LLC’s Eaton Vance Tax-Managed Dive Position

Does Matrix Private Capital Group LLC own Eaton Vance Tax-Managed Dive (XETYX)? Yes805.7K shares worth $11M (+5.36% of its 13F portfolio) as of Q1 2026, up from 669.5K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
805.7K
% of Portfolio
+5.36%
Quarters Held
17
currently held

Position History XETYX

Reported value by quarter
Q4 ’21: $371,000Q4 ’21Q1 ’22: $7MQ2 ’22: $6MQ3 ’22: $6MQ3 ’22Q4 ’22: $6MQ1 ’23: $7MQ2 ’23: $7MQ2 ’23Q3 ’23: $7MQ4 ’23: $7MQ1 ’24: $8MQ1 ’24Q2 ’24: $9MQ3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $10MQ3 ’25: $11MQ3 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026805.7K$11M+5.36%
Q3 2025669.5K$11M+5.64%
Q2 2025629.7K$10M+5.73%
Q1 2025647.0K$9M+5.52%
Q4 2024661.5K$10M+5.63%
Q3 2024661.3K$10M+5.58%
Q2 2024637.5K$9M+5.63%
Q1 2024618.5K$8M+5.60%
Q4 2023603.1K$7M+5.55%
Q3 2023589.3K$7M+5.07%
Q2 2023565.0K$7M+5.15%
Q1 2023567.3K$7M+4.59%
Q4 2022565.7K$6M+4.01%
Q3 2022595.3K$6M+4.38%
Q2 2022536.9K$6M+3.47%
Q1 2022501.4K$7M+3.42%
Q4 202139.8K$371,000+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Matrix Private Capital Group LLC’s full portfolio or all institutional holders of XETYX.