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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

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

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 88 → 90 (+2)

0.72% more ownership

Funds ownership: 12.42% → 13.14% (+0.72%)

7% less capital invested

Capital invested by funds: $85.1M → $79M (-$6.13M)

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

Rank Fund Capital Flow
1
PCM
Pointe Capital Management
Michigan
+$6.47M
2
GC
Guggenheim Capital
Illinois
+$1.26M
3
Morgan Stanley
Morgan Stanley
New York
+$776K
4
IA
IFP Advisors
Florida
+$569K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$539K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$5.02M
2
MML Investors Services
MML Investors Services
Massachusetts
-$540K
3
ARC
Advisor Resource Council
Texas
-$411K
4
CBA
Coastal Bridge Advisors
Connecticut
-$373K
5
Invesco
Invesco
Georgia
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$417K +$39.3K +3,902 +10%
NA
27
NewEdge Advisors
Louisiana
$389K +$190K +18,860 +92%
FAM
28
Formidable Asset Management
Ohio
$389K +$396K +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 +$280K +27,803 New
OIA
33
OneDigital Investment Advisors
Kansas
$270K +$20.8K +2,070 +8%
SPC
34
Sigma Planning Corp
Michigan
$259K +$3.58K +356 +1%
JWCA
35
J.W. Cole Advisors
Florida
$248K +$252K +25,086 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$242K -$11.4K -1,138 -4%
LCM
37
Liberty Capital Management
Michigan
$231K +$235K +23,340 New
CAN
38
Cetera Advisor Networks
California
$222K +$112K +11,148 +98%
SP
39
Successful Portfolios
Florida
$216K -$302 -30 -0.1%
RG
40
Retirement Group
California
$211K +$36K +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 +$126K +12,524 +158%
WE
44
Wealth Effects
Massachusetts
$188K – – –
TWM
45
TriaGen Wealth Management
California
$166K +$170K +16,850 New
SWM
46
Spire Wealth Management
Virginia
$163K -$156K -15,545 -48%
BS
47
Boenning & Scattergood
Pennsylvania
$158K +$3.57K +355 +2%
AAS
48
Ameritas Advisory Services
Nebraska
$154K -$32.4K -3,220 -17%
XF
49
XML Financial
Maryland
$154K – – –
BRWA
50
B. Riley Wealth Advisors
Florida
$154K +$51.8K +5,152 +49%
1
2
3 4 5

ETJ Hedge Fund Activity: Q1 2022 in Review

90 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2022, worth a combined $79M — down 7.2% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETJ positions and 13 closed out — a net gain of 3 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was Pointe Capital Management, adding an estimated $6.47M. The largest seller was LPL Financial, cutting an estimated $5.02M.

  • 90 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2022, up from 88 in Q4 2021.
  • Funds reported $79M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2022, down 7.2% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2022 and 13 closed out, a net change of +3 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2022 was Pointe Capital Management, an estimated $6.47M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2022 was LPL Financial, an estimated $5.02M sold.

Based on aggregated 13F filings for Q1 2022.