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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

79 hedge funds and large institutions have $81.8M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

0.36% less ownership

Funds ownership: 12.33% → 11.97% (-0.36%)

9% less funds holding

Funds holding: 87 → 79 (-8)

10% less capital invested

Capital invested by funds: $90.8M → $81.8M (-$8.95M)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
+$1.07M
2
PAG
Private Advisor Group
New Jersey
+$687K
3
Osaic Holdings
Osaic Holdings
Arizona
+$516K
4
GC
Guggenheim Capital
Illinois
+$408K
5
LPL Financial
LPL Financial
California
+$319K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.33M
2
Citigroup
Citigroup
New York
-$898K
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$625K
4
GIA
Gladstone Institutional Advisory
Florida
-$604K
5
IAIM
International Assets Investment Management
Florida
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
26
Formidable Asset Management
Ohio
$418K -$10.3K -915 -2%
CF
27
Centaurus Financial
California
$418K +$166K +14,781 +61%
AFP
28
Ausdal Financial Partners
Iowa
$396K +$43.5K +3,866 +12%
EM
29
ELCO Management
New York
$365K -$2.27K -202 -0.6%
TCA
30
Transcend Capital Advisors
New Jersey
$351K – – –
SWM
31
Spire Wealth Management
Virginia
$339K +$2.43K +216 +0.7%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$331K -$11.2K -1,000 -3%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$310K -$625K -55,532 -66%
SPC
34
Sigma Planning Corp
Michigan
$282K +$2.48K +221 +0.8%
OIA
35
OneDigital Investment Advisors
Kansas
$264K +$10.1K +902 +4%
FHA
36
Flagship Harbor Advisors
Massachusetts
$237K – – –
SP
37
Successful Portfolios
Florida
$234K – – –
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$219K -$3.43K -305 -1%
US Bancorp
39
US Bancorp
Minnesota
$209K -$33.7K -3,000 -13%
AIC
40
Ameritas Investment Company
Nebraska
$201K – – –
HCM
41
Hollencrest Capital Management
California
$196K – – –
RG
42
Retirement Group
California
$189K – – –
Truist Financial
43
Truist Financial
North Carolina
$188K -$20.2K -1,800 -9%
XF
44
XML Financial
Maryland
$167K – – –
SWP
45
Stratos Wealth Partners
Ohio
$164K +$26K +2,310 +18%
BS
46
Boenning & Scattergood
Pennsylvania
$163K +$4.64K +413 +3%
CPC
47
Congress Park Capital
New York
$160K – – –
TPCW
48
TD Private Client Wealth
New York
$155K – – –
AAS
49
Avantax Advisory Services
Texas
$147K +$12.6K +1,116 +9%
9WM
50
9258 Wealth Management
Ohio
$138K -$6.75K -600 -4%
1
2
3 4

ETJ Hedge Fund Activity: Q3 2021 in Review

79 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2021, worth a combined $81.8M — down 9.9% from $90.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETJ and 2 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 28 added.

The largest buyer was Ahrens Investment Partners, opening a new position worth an estimated $1.07M. The largest seller was Ameriprise, cutting an estimated $1.33M.

  • 79 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2021, down from 87 in Q2 2021.
  • Funds reported $81.8M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2021, down 9.9% quarter-over-quarter.
  • 2 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2021 and 8 closed out, a net change of -6 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2021 was Ahrens Investment Partners, an estimated $1.07M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2021 was Ameriprise, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2021.