ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

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
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.44%
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

1
Morgan Stanley
Morgan Stanley
New York
+$873K
2
WAM
Weiss Asset Management
Massachusetts
+$513K
3
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$481K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$409K
5
Osaic Holdings
Osaic Holdings
Arizona
+$384K

Top Sellers

1
Invesco
Invesco
Georgia
-$898K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$869K
3
FAM
Formidable Asset Management
Ohio
-$504K
4
CAN
Cetera Advisor Networks
California
-$297K
5
SPC
Sigma Planning Corp
Michigan
-$295K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$372K -$127K -13,254 -25%
CBA
27
Coastal Bridge Advisors
Connecticut
$339K +$6.8K +711 +2%
EM
28
ELCO Management
New York
$331K +$34.4K +3,600 +12%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$261K +$15.8K +1,647 +6%
SPC
30
Sigma Planning Corp
Michigan
$224K -$295K -30,856 -57%
CAN
31
Claraphi Advisory Network
United States
$222K +$10.1K +1,054 +5%
SP
32
Successful Portfolios
Florida
$210K – – –
CF
33
Centaurus Financial
California
$187K -$6.72K -702 -3%
FHA
34
Flagship Harbor Advisors
Massachusetts
$186K -$22.4K -2,349 -11%
SWP
35
Stratos Wealth Partners
Ohio
$179K +$5.27K +550 +3%
HCM
36
Hollencrest Capital Management
California
$176K – – –
AFP
37
Ausdal Financial Partners
Iowa
$173K +$173K +18,049 New
ACP
38
Aviance Capital Partners
Florida
$172K – – –
XF
39
XML Financial
Maryland
$149K +$13.6K +1,418 +10%
9WM
40
9258 Wealth Management
Ohio
$146K -$14.1K -1,500 -9%
CPC
41
Congress Park Capital
New York
$144K – – –
RJT
42
Raymond James Trust
Florida
$142K -$4.01K -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 +$154 +16 +0.1%
Jane Street
46
Jane Street
New York
$113K +$113K +11,811 New
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$103K +$103K +10,721 New
VF
48
Virtu Financial
New York
$101K +$101K +10,526 New
NFG
49
Next Financial Group
Texas
$98K +$98K +10,191 New
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$97K +$97K +10,125 New
1
2
3