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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

71 hedge funds and large institutions have $70.5M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

13% more funds holding

Funds holding: 63 → 71 (+8)

2% more capital invested

Capital invested by funds: $69M → $70.5M (+$1.53M)

0.24% more ownership

Funds ownership: 11.31% → 11.55% (+0.24%)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$906K
2
WAM
Weiss Asset Management
Massachusetts
+$533K
3
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$480K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$424K
5
Osaic Holdings
Osaic Holdings
Arizona
+$398K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$932K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$869K
3
FAM
Formidable Asset Management
Ohio
-$504K
4
SPC
Sigma Planning Corp
Michigan
-$306K
5
CAN
Cetera Advisor Networks
California
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$372K -$132K -13,254 -25%
CBA
27
Coastal Bridge Advisors
Connecticut
$339K +$7.06K +711 +2%
EM
28
ELCO Management
New York
$331K +$35.7K +3,600 +12%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$261K +$16.4K +1,647 +6%
SPC
30
Sigma Planning Corp
Michigan
$224K -$306K -30,856 -57%
CAN
31
Claraphi Advisory Network
United States
$222K +$10.5K +1,054 +5%
SP
32
Successful Portfolios
Florida
$210K – – –
CF
33
Centaurus Financial
California
$187K -$6.97K -702 -3%
FHA
34
Flagship Harbor Advisors
Massachusetts
$186K -$23.3K -2,349 -11%
SWP
35
Stratos Wealth Partners
Ohio
$179K +$5.46K +550 +3%
HCM
36
Hollencrest Capital Management
California
$176K – – –
AFP
37
Ausdal Financial Partners
Iowa
$173K +$179K +18,049 New
ACP
38
Aviance Capital Partners
Florida
$172K – – –
XF
39
XML Financial
Maryland
$149K +$14.1K +1,418 +10%
9WM
40
9258 Wealth Management
Ohio
$146K -$14.9K -1,500 -9%
CPC
41
Congress Park Capital
New York
$144K – – –
RJT
42
Raymond James Trust
Florida
$142K -$4.16K -419 -3%
TPCW
43
TD Private Client Wealth
New York
$138K – – –
AIC
44
Ameritas Investment Company
Nebraska
$135K – – –
Truist Financial
45
Truist Financial
North Carolina
$118K +$159 +16 +0.1%
Jane Street
46
Jane Street
New York
$113K +$117K +11,811 New
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$103K +$106K +10,721 New
VF
48
Virtu Financial
New York
$101K +$105K +10,526 New
NFG
49
Next Financial Group
Texas
$98K +$101K +10,191 New
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$97K +$101K +10,125 New
1
2
3

ETJ Hedge Fund Activity: Q3 2020 in Review

71 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2020, worth a combined $70.5M — up 2.2% from $69M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETJ positions and 4 closed out — a net gain of 9 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $906K. The largest seller was Invesco, cutting an estimated $932K.

  • 71 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2020, up from 63 in Q2 2020.
  • Funds reported $70.5M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2020, up 2.2% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2020 and 4 closed out, a net change of +9 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $906K added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2020 was Invesco, an estimated $932K sold.

Based on aggregated 13F filings for Q3 2020.