ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

79 hedge funds and large institutions have $69.7M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 13 closing their positions.

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
38
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.43M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.16M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.23M
5
ASN
5
Advisory Services Network
Georgia
$1.64M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$6.87M
2
LPL Financial
2
LPL Financial
California
$2.08M
3
RJA
3
Raymond James & Associates
Florida
$741K
4
CA
4
CoreCap Advisors
Michigan
$0
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HT
26
Heritage Trust
Oklahoma
$373K 45,100 – –
NA
27
NewEdge Advisors
Louisiana
$362K 43,772 +1,600 +4%
FAM
28
Formidable Asset Management
Ohio
$331K 39,811 +253 +0.6%
OIA
29
OneDigital Investment Advisors
Kansas
$310K 37,532 +7,467 +25%
EM
30
ELCO Management
New York
$282K 34,075 -200 -0.6%
BCM
31
Bluefin Capital Management
New York
$265K 32,040 +614 +2%
SP
32
Successful Portfolios
Florida
$263K 31,776 -110 -0.3%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$256K 31,000 – –
TCA
34
Transcend Capital Advisors
New Jersey
$253K 30,609 – –
SPC
35
Sigma Planning Corp
Michigan
$226K 27,291 +386 +1%
GWSG
36
GPS Wealth Strategies Group
Colorado
$222K 26,892 +2,631 +11%
FHA
37
Flagship Harbor Advisors
Massachusetts
$219K 26,519 +1,764 +7%
SSC
38
Syverson Strege & Co
Iowa
$214K 25,904 – –
JWCA
39
J.W. Cole Advisors
Florida
$212K 25,678 -2,159 -8%
CAN
40
Cetera Advisor Networks
California
$207K 25,027 +1,555 +7%
LCM
41
Liberty Capital Management
Michigan
$193K 23,340 – –
FAN
42
Financial Advisors Network
California
$181K 21,935 +21,935 New
BRWA
43
B. Riley Wealth Advisors
Florida
$180K 21,750 +9,517 +78%
PWA
44
Primoris Wealth Advisors
Florida
$170K 20,400 +500 +3%
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$169K 20,468 – –
WE
46
Wealth Effects
Massachusetts
$157K 19,042 – –
AWM
47
AE Wealth Management
Kansas
$157K 19,001 +2,600 +16%
AAS
48
Avantax Advisory Services
Texas
$138K 16,659 +2,229 +15%
BS
49
Boenning & Scattergood
Pennsylvania
$135K 16,315 +147 +0.9%
AAS
50
Ameritas Advisory Services
Nebraska
$135K 16,328 +750 +5%
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