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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

88 hedge funds and large institutions have $81.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

24% more funds holding

Funds holding: 71 → 88 (+17)

15% more capital invested

Capital invested by funds: $70.5M → $81.4M (+$10.9M)

0.76% more ownership

Funds ownership: 11.55% → 12.31% (+0.76%)

Holders
88
Holders Change
+17
Holders Change %
+23.94%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
28
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.81M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$990K
3
LPL Financial
LPL Financial
California
+$705K
4
Osaic Holdings
Osaic Holdings
Arizona
+$638K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$541K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$726K
2
WAM
Weiss Asset Management
Massachusetts
-$513K
3
GC
Guggenheim Capital
Illinois
-$378K
4
AAM
Advisors Asset Management
Colorado
-$356K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
26
Formidable Asset Management
Ohio
$519K +$516K +51,445 New
Stifel Financial
27
Stifel Financial
Missouri
$471K +$20.1K +2,000 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$411K +$7.47K +745 +2%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$404K +$391K +39,000 New
CBA
30
Coastal Bridge Advisors
Connecticut
$373K +$4.87K +486 +1%
TCA
31
Transcend Capital Advisors
New Jersey
$369K +$357K +35,609 New
EM
32
ELCO Management
New York
$348K -$10K -1,000 -3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$266K -$15.9K -1,587 -6%
CAN
34
Claraphi Advisory Network
United States
$258K +$17K +1,695 +7%
SPC
35
Sigma Planning Corp
Michigan
$250K +$6.63K +661 +3%
AFP
36
Ausdal Financial Partners
Iowa
$248K +$59.1K +5,894 +33%
SP
37
Successful Portfolios
Florida
$228K – – –
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$215K +$208K +20,773 New
US Bancorp
39
US Bancorp
Minnesota
$202K +$135K +13,500 +224%
SWP
40
Stratos Wealth Partners
Ohio
$199K +$5.01K +500 +3%
HCM
41
Hollencrest Capital Management
California
$191K – – –
CF
42
Centaurus Financial
California
$180K -$22K -2,190 -11%
ACP
43
Aviance Capital Partners
Florida
$179K -$6.83K -681 -4%
AIC
44
Ameritas Investment Company
Nebraska
$172K +$25.6K +2,549 +18%
XF
45
XML Financial
Maryland
$162K – – –
RJT
46
Raymond James Trust
Florida
$158K +$3.14K +313 +2%
CPC
47
Congress Park Capital
New York
$156K – – –
TPCW
48
TD Private Client Wealth
New York
$150K – – –
9WM
49
9258 Wealth Management
Ohio
$145K -$15K -1,500 -10%
OIA
50
OneDigital Investment Advisors
Kansas
$139K +$135K +13,447 New
1
2
3 4

ETJ Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2020, worth a combined $81.4M — up 15% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ETJ positions and 7 closed out — a net gain of 18 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.81M. The largest seller was Morgan Stanley, cutting an estimated $726K.

  • 88 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2020, up from 71 in Q3 2020.
  • Funds reported $81.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2020, up 15% quarter-over-quarter.
  • 25 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2020 and 7 closed out, a net change of +18 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2020 was Raymond James Financial Services Advisors, an estimated $1.81M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2020 was Morgan Stanley, an estimated $726K sold.

Based on aggregated 13F filings for Q4 2020.