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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

94 hedge funds and large institutions have $165M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

137% more capital invested

Capital invested by funds: $69.7M → $165M (+$95.3M)

19% more funds holding

Funds holding: 79 → 94 (+15)

1.06% more ownership

Funds ownership: 12.84% → 13.9% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

Holders
94
Holders Change
+15
Holders Change %
+18.99%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
29
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$3.29M
2
EC
Elequin Capital
New York
+$1.11M
3
Osaic Holdings
Osaic Holdings
Arizona
+$670K
4
LCM
Landscape Capital Management
New Jersey
+$552K
5
BCM
Bluefin Capital Management
New York
+$450K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.51M
3
GC
Guggenheim Capital
Illinois
-$1.31M
4
PAG
Private Advisor Group
New Jersey
-$492K
5
IWM
IHT Wealth Management
Illinois
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Semus Wealth Partners
Florida
$484K +$527K +64,589 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$465K -$67.6K -8,287 -12%
CF
28
Centaurus Financial
California
$457K -$24.8K -3,044 -5%
FHC
29
First Heartland Consultants
Missouri
$408K +$276K +33,789 +164%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$387K -$121K -14,850 -22%
AFP
31
Ausdal Financial Partners
Iowa
$366K +$4.16K +510 +1%
AGM
32
Alpine Global Management
New York
$366K +$399K +48,854 New
GSIAS
33
Garden State Investment Advisory Services
New Jersey
$339K +$369K +45,196 New
NA
34
NewEdge Advisors
Louisiana
$326K +$3.27K +400 +0.9%
FAM
35
Formidable Asset Management
Ohio
$299K +$947 +116 +0.3%
OIA
36
OneDigital Investment Advisors
Kansas
$283K +$1.18K +144 +0.4%
Walleye Capital
37
Walleye Capital
New York
$262K +$285K +34,961 New
EM
38
ELCO Management
New York
$260K +$5.3K +650 +2%
WAM
39
Weiss Asset Management
Massachusetts
$246K +$268K +32,791 New
AAS
40
Ameritas Advisory Services
Nebraska
$234K +$121K +14,828 +91%
SWA
41
Stratos Wealth Advisors
Ohio
$233K +$253K +31,000 New
TCA
42
Transcend Capital Advisors
New Jersey
$230K – – –
SP
43
Successful Portfolios
Florida
$207K -$33.8K -4,147 -13%
BRWA
44
B. Riley Wealth Advisors
Florida
$205K +$45.2K +5,537 +25%
SPC
45
Sigma Planning Corp
Michigan
$203K -$1.35K -165 -0.6%
GWSG
46
GPS Wealth Strategies Group
Colorado
$202K +$514 +63 +0.2%
FHA
47
Flagship Harbor Advisors
Massachusetts
$200K +$1.7K +208 +0.8%
SSC
48
Syverson Strege & Co
Iowa
$194K – – –
CAN
49
Cetera Advisor Networks
California
$192K +$4.67K +572 +2%
JWCA
50
J.W. Cole Advisors
Florida
$183K -$10.3K -1,260 -5%
1
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ETJ Hedge Fund Activity: Q4 2022 in Review

94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2022, worth a combined $165M — up 137% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ETJ positions and 6 closed out — a net gain of 17 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $3.29M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.88M.

  • 94 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2022, up from 79 in Q3 2022.
  • Funds reported $165M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2022, up 137% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2022 and 6 closed out, a net change of +17 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $3.29M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2022.