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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

63 hedge funds and large institutions have $69M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

4% more capital invested

Capital invested by funds: $66.5M → $69M (+$2.52M)

1.21% less ownership

Funds ownership: 12.52% → 11.31% (-1.2%)

23% less funds holding

Funds holding: 82 → 63 (-19)

86% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 22

Holders
63
Holders Change
-19
Holders Change %
-23.17%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
24
Reduced
19
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$989K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$827K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$479K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$468K
5
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$406K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$2.88M
2
GC
Guggenheim Capital
Illinois
-$2.31M
3
Invesco
Invesco
Georgia
-$682K
4
IWM
IHT Wealth Management
Illinois
-$607K
5
Goldman Sachs
Goldman Sachs
New York
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$430K +$31.1K +3,387 +8%
Mirae Asset Global Investments
27
Mirae Asset Global Investments
South Korea
$391K -$57.3K -6,235 -13%
Stifel Financial
28
Stifel Financial
Missouri
$380K – – –
CBA
29
Coastal Bridge Advisors
Connecticut
$332K +$6.74K +733 +2%
CAN
30
Cetera Advisor Networks
California
$297K -$143K -15,600 -33%
EM
31
ELCO Management
New York
$296K +$61.6K +6,700 +28%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$245K +$45.4K +4,937 +24%
CAN
33
Claraphi Advisory Network
United States
$212K +$170K +18,438 +498%
SP
34
Successful Portfolios
Florida
$210K -$5.06K -550 -2%
FHA
35
Flagship Harbor Advisors
Massachusetts
$209K -$36.5K -3,972 -15%
PPA
36
Parametric Portfolio Associates
Washington
$198K -$2.88M -313,762 -94%
CF
37
Centaurus Financial
California
$194K +$3.02K +329 +2%
HCM
38
Hollencrest Capital Management
California
$176K – – –
SWP
39
Stratos Wealth Partners
Ohio
$174K +$10.1K +1,100 +6%
ACP
40
Aviance Capital Partners
Florida
$172K -$6.34K -690 -4%
9WM
41
9258 Wealth Management
Ohio
$163K – – –
RJT
42
Raymond James Trust
Florida
$145K +$3.85K +419 +3%
CPC
43
Congress Park Capital
New York
$143K – – –
TPCW
44
TD Private Client Wealth
New York
$138K – – –
AIC
45
Ameritas Investment Company
Nebraska
$135K -$4.6K -500 -3%
XF
46
XML Financial
Maryland
$135K – – –
Truist Financial
47
Truist Financial
North Carolina
$117K +$9.29K +1,010 +9%
PA
48
Parallel Advisors
California
$92K +$57.5K +6,260 +182%
HI
49
Hoey Investments
Pennsylvania
$67K – – –
PGAM
50
Princeton Global Asset Management
New Jersey
$52K – – –
1
2
3 4

ETJ Hedge Fund Activity: Q2 2020 in Review

63 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2020, worth a combined $69M — up 3.8% from $66.5M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ETJ and 3 opened new positions — a net loss of 19 holders — while 19 trimmed existing stakes and 24 added.

The largest buyer was Advisors Asset Management, adding an estimated $989K. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.88M.

  • 63 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2020, down from 82 in Q1 2020.
  • Funds reported $69M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2020, up 3.8% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2020 and 22 closed out, a net change of -19 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2020 was Advisors Asset Management, an estimated $989K added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2020 was Parametric Portfolio Associates, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2020.