Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
87 hedge funds and large institutions have $90.8M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 8 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 20
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 86 → 87 (+1)
4% more capital invested
Capital invested by funds: $87.6M → $90.8M (+$3.19M)
0.38% less ownership
Funds ownership: 12.71% → 12.33% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Titus Wealth Management
Larskpur,
California
|
+$357K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$314K |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$286K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$280K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.35M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.64M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$449K |
| 4 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
-$315K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$284K |
ETJ Hedge Fund Activity: Q2 2021 in Review
87 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2021, worth a combined $90.8M — up 3.6% from $87.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ETJ positions and 8 closed out — a net gain of 1 holder — while 34 added to existing stakes and 20 trimmed.
The largest buyer was Titus Wealth Management, opening a new position worth an estimated $357K. The largest seller was Morgan Stanley, cutting an estimated $3.35M.
- 87 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2021, up from 86 in Q1 2021.
- Funds reported $90.8M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2021, up 3.6% quarter-over-quarter.
- 9 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2021 and 8 closed out, a net change of +1 holder.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2021 was Titus Wealth Management, an estimated $357K added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2021 was Morgan Stanley, an estimated $3.35M sold.
Based on aggregated 13F filings for Q2 2021.