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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

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.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

3% more capital invested

Capital invested by funds: $67.4M → $69.7M (+$2.25M)

0.62% more ownership

Funds ownership: 12.22% → 12.84% (+0.62%)

9% less funds holding

Funds holding: 87 → 79 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.36%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.67M
2
Stifel Financial
Stifel Financial
Missouri
+$919K
3
Osaic Holdings
Osaic Holdings
Arizona
+$538K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$297K
5
ASN
Advisory Services Network
Georgia
+$279K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$895K
2
LPL Financial
LPL Financial
California
-$274K
3
RJA
Raymond James & Associates
Florida
-$196K
4
CA
CoreCap Advisors
Michigan
-$155K
5
ARC
Advisor Resource Council
Texas
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
26
Heritage Trust
Oklahoma
$373K – – –
NA
27
NewEdge Advisors
Louisiana
$362K +$14.7K +1,600 +4%
FAM
28
Formidable Asset Management
Ohio
$331K +$2.33K +253 +0.6%
OIA
29
OneDigital Investment Advisors
Kansas
$310K +$68.6K +7,467 +25%
EM
30
ELCO Management
New York
$282K -$1.84K -200 -0.6%
BCM
31
Bluefin Capital Management
New York
$265K +$5.64K +614 +2%
SP
32
Successful Portfolios
Florida
$263K -$1.01K -110 -0.3%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$256K – – –
TCA
34
Transcend Capital Advisors
New Jersey
$253K – – –
SPC
35
Sigma Planning Corp
Michigan
$226K +$3.55K +386 +1%
GWSG
36
GPS Wealth Strategies Group
Colorado
$222K +$24.2K +2,631 +11%
FHA
37
Flagship Harbor Advisors
Massachusetts
$219K +$16.2K +1,764 +7%
SSC
38
Syverson Strege & Co
Iowa
$214K – – –
JWCA
39
J.W. Cole Advisors
Florida
$212K -$19.8K -2,159 -8%
CAN
40
Cetera Advisor Networks
California
$207K +$14.3K +1,555 +7%
LCM
41
Liberty Capital Management
Michigan
$193K – – –
FAN
42
Financial Advisors Network
California
$181K +$202K +21,935 New
BRWA
43
B. Riley Wealth Advisors
Florida
$180K +$87.5K +9,517 +78%
PWA
44
Primoris Wealth Advisors
Florida
$170K +$4.59K +500 +3%
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$169K – – –
WE
46
Wealth Effects
Massachusetts
$157K – – –
AWM
47
AE Wealth Management
Kansas
$157K +$23.9K +2,600 +16%
AAS
48
Avantax Advisory Services
Texas
$138K +$20.5K +2,229 +15%
BS
49
Boenning & Scattergood
Pennsylvania
$135K +$1.35K +147 +0.9%
AAS
50
Ameritas Advisory Services
Nebraska
$135K +$6.89K +750 +5%
1
2
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ETJ Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2022, worth a combined $69.7M — up 3.3% from $67.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETJ and 5 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 38 added.

The largest buyer was Morgan Stanley, adding an estimated $2.67M. The largest seller was Guggenheim Capital, cutting an estimated $895K.

  • 79 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $69.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2022, up 3.3% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2022 and 13 closed out, a net change of -8 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $2.67M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2022 was Guggenheim Capital, an estimated $895K sold.

Based on aggregated 13F filings for Q3 2022.