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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

88 hedge funds and large institutions have $85.1M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11% more funds holding

Funds holding: 79 → 88 (+9)

4% more capital invested

Capital invested by funds: $81.8M → $85.1M (+$3.29M)

0.46% more ownership

Funds ownership: 11.97% → 12.42% (+0.46%)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
30
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.27M
2
GC
Guggenheim Capital
Illinois
+$1.13M
3
LPL Financial
LPL Financial
California
+$806K
4
ARC
Advisor Resource Council
Texas
+$424K
5
CBA
Coastal Bridge Advisors
Connecticut
+$397K

Top Sellers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
-$885K
2
MML Investors Services
MML Investors Services
Massachusetts
-$474K
3
PAG
Private Advisor Group
New Jersey
-$452K
4
FAM
Formidable Asset Management
Ohio
-$418K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$410K +$14.3K +1,295 +3%
CBA
27
Coastal Bridge Advisors
Connecticut
$373K +$397K +35,959 New
EM
28
ELCO Management
New York
$366K +$1.13K +102 +0.3%
SWM
29
Spire Wealth Management
Virginia
$343K +$3.73K +338 +1%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$331K – – –
TCA
31
Transcend Capital Advisors
New Jersey
$327K – – –
SPC
32
Sigma Planning Corp
Michigan
$277K -$5.47K -495 -2%
FHA
33
Flagship Harbor Advisors
Massachusetts
$274K +$55.8K +5,056 +25%
OIA
34
OneDigital Investment Advisors
Kansas
$270K +$6.28K +569 +2%
SP
35
Successful Portfolios
Florida
$234K – – –
OFG
36
OTA Financial Group
New York
$224K +$232K +20,996 New
MFGM
37
Marshall Financial Group (Maryland)
Maryland
$219K – – –
NA
38
NewEdge Advisors
Louisiana
$219K +$227K +20,512 New
PWA
39
Primoris Wealth Advisors
Florida
$219K +$227K +20,550 New
US Bancorp
40
US Bancorp
Minnesota
$209K – – –
WE
41
Wealth Effects
Massachusetts
$204K +$210K +19,042 New
AAS
42
Ameritas Advisory Services
Nebraska
$201K +$208K +18,798 New
Truist Financial
43
Truist Financial
North Carolina
$196K +$7.73K +700 +4%
RG
44
Retirement Group
California
$190K +$353 +32 +0.2%
TWM
45
Titus Wealth Management
California
$177K -$254K -23,000 -58%
XF
46
XML Financial
Maryland
$167K – – –
BS
47
Boenning & Scattergood
Pennsylvania
$167K +$3.7K +335 +2%
SWP
48
Stratos Wealth Partners
Ohio
$164K – – –
AIP
49
Ahrens Investment Partners
Louisiana
$163K -$885K -80,174 -84%
CPC
50
Congress Park Capital
New York
$160K – – –
1
2
3 4

ETJ Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2021, worth a combined $85.1M — up 4% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETJ positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.27M. The largest seller was Ahrens Investment Partners, cutting an estimated $885K.

  • 88 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2021, up from 79 in Q3 2021.
  • Funds reported $85.1M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2021, up 4% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2021 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2021 was Janney Montgomery Scott, an estimated $1.27M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2021 was Ahrens Investment Partners, an estimated $885K sold.

Based on aggregated 13F filings for Q4 2021.