ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

90 hedge funds and large institutions have $79M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$8.58M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.4M
3
PCM
3
Pointe Capital Management
Michigan
$706K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.45M
5
IA
5
IFP Advisors
Florida
$524K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$3M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$523K
3
ARC
3
Advisor Resource Council
Texas
$0
4
CBA
4
Coastal Bridge Advisors
Connecticut
$0
5
Invesco
5
Invesco
Georgia
$5.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
26
Ausdal Financial Partners
Iowa
$417K +$38.5K +3,902 +10%
NA
27
NewEdge Advisors
Louisiana
$389K +$186K +18,860 +92%
FAM
28
Formidable Asset Management
Ohio
$389K +$389K +39,388 New
EM
29
ELCO Management
New York
$339K – – –
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$306K – – –
TCA
31
Transcend Capital Advisors
New Jersey
$302K – – –
BCM
32
Bluefin Capital Management
New York
$275K +$275K +27,803 New
OIA
33
OneDigital Investment Advisors
Kansas
$270K +$20.5K +2,070 +8%
SPC
34
Sigma Planning Corp
Michigan
$259K +$3.51K +356 +1%
JWCA
35
J.W. Cole Advisors
Florida
$248K +$248K +25,086 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$242K -$11.2K -1,138 -4%
LCM
37
Liberty Capital Management
Michigan
$231K +$231K +23,340 New
CAN
38
Cetera Advisor Networks
California
$222K +$110K +11,148 +98%
SP
39
Successful Portfolios
Florida
$216K -$296 -30 -0.1%
RG
40
Retirement Group
California
$211K +$35.5K +3,582 +20%
PWA
41
Primoris Wealth Advisors
Florida
$205K – – –
MFGM
42
Marshall Financial Group (Maryland)
Maryland
$202K – – –
SSC
43
Syverson Strege & Co
Iowa
$202K +$124K +12,524 +158%
WE
44
Wealth Effects
Massachusetts
$188K – – –
TWM
45
TriaGen Wealth Management
California
$166K +$166K +16,850 New
SWM
46
Spire Wealth Management
Virginia
$163K -$153K -15,545 -48%
BS
47
Boenning & Scattergood
Pennsylvania
$158K +$3.52K +355 +2%
AAS
48
Ameritas Advisory Services
Nebraska
$154K -$31.8K -3,220 -17%
XF
49
XML Financial
Maryland
$154K – – –
BRWA
50
B. Riley Wealth Advisors
Florida
$154K +$51K +5,152 +49%
1
2
3 4 5