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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

71 hedge funds and large institutions have $77.2M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.65% less ownership

Funds ownership: 13.55% → 12.9% (-0.65%)

3% less capital invested

Capital invested by funds: $79.3M → $77.2M (-$2.12M)

1% less funds holding

Funds holding: 72 → 71 (-1)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$2.18M
2
IWM
IHT Wealth Management
Illinois
+$753K
3
PAG
Private Advisor Group
New Jersey
+$732K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$566K
5
Invesco
Invesco
Georgia
+$295K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$2.43M
2
PPA
Parametric Portfolio Associates
Washington
-$2.04M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.39M
4
Bank of America
Bank of America
North Carolina
-$1.03M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$692K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$577K -$324K -34,516 -36%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$562K +$38.9K +4,154 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$522K +$105K +11,209 +25%
CAN
29
Cetera Advisor Networks
California
$426K -$506K -53,980 -54%
Stifel Financial
30
Stifel Financial
Missouri
$404K +$43.2K +4,609 +12%
COLIM
31
City of London Investment Management
United Kingdom
$398K – – –
CPC
32
Congress Park Capital
New York
$377K -$46.9K -5,000 -11%
SPC
33
Sigma Planning Corp
Michigan
$366K -$1.05K -112 -0.3%
ACP
34
Aviance Capital Partners
Florida
$319K -$14.1K -1,500 -4%
CBA
35
Coastal Bridge Advisors
Connecticut
$300K +$6.25K +667 +2%
SP
36
Successful Portfolios
Florida
$291K – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$281K +$97.2K +10,367 +53%
ASN
38
Advisory Services Network
Georgia
$242K -$92.3K -9,844 -28%
MIAN
39
Mariner Independent Advisor Network
Kansas
$218K -$41.1K -4,383 -16%
FA
40
FDx Advisors
Illinois
$181K – – –
HCM
41
Hollencrest Capital Management
California
$173K – – –
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$173K +$16.1K +1,721 +10%
9WM
43
9258 Wealth Management
Ohio
$160K -$39.8K -4,249 -20%
RJT
44
Raymond James Trust
Florida
$140K – – –
BRWA
45
B. Riley Wealth Advisors
Florida
$124K -$91.6K -9,775 -43%
CF
46
Centaurus Financial
California
$122K +$121K +12,888 +10,922%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$119K – – –
SWP
48
Stratos Wealth Partners
Ohio
$112K -$14.6K -1,561 -12%
VCWA
49
Vanguard Capital Wealth Advisors
Colorado
$110K +$2.67K +285 +2%
DC
50
Davenport & Co
Virginia
$106K -$6.88K -734 -6%
1
2
3 4

ETJ Hedge Fund Activity: Q2 2019 in Review

71 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2019, worth a combined $77.2M — down 2.7% from $79.3M a quarter earlier.

Fund positioning in ETJ was balanced in Q2 2019: 6 funds opened new positions, 6 closed out, 25 added to existing stakes and 23 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.18M. The largest seller was Guggenheim Capital, cutting an estimated $2.43M.

  • 71 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2019, down from 72 in Q1 2019.
  • Funds reported $77.2M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2019, down 2.7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2019 and 6 closed out, a net change of 0 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2019 was Wells Fargo, an estimated $2.18M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2019 was Guggenheim Capital, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2019.