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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

84 hedge funds and large institutions have $75.1M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $68.4M → $75.1M (+$6.75M)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.67% more ownership

Funds ownership: 13.23% → 13.9% (+0.67%)

6% less funds holding

Funds holding: 89 → 84 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
84
Holders Change
-5
Holders Change %
-5.62%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
28
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$1.91M
2
GC
Guggenheim Capital
Illinois
+$1.61M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.35M
4
CA
Cornerstone Advisors
North Carolina
+$1.13M
5
Cohen & Steers
Cohen & Steers
New York
+$990K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.93M
2
EC
Elequin Capital
New York
-$476K
3
Invesco
Invesco
Georgia
-$465K
4
Osaic Holdings
Osaic Holdings
Arizona
-$406K
5
LCM
Landscape Capital Management
New Jersey
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
26
Ausdal Financial Partners
Iowa
$465K +$53K +6,667 +13%
CF
27
Centaurus Financial
California
$437K -$78.2K -9,838 -16%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$420K -$10.7K -1,350 -3%
NA
29
NewEdge Advisors
Louisiana
$417K +$12.7K +1,600 +3%
GSIAS
30
Garden State Investment Advisory Services
New Jersey
$414K +$40K +5,029 +11%
UBS Group
31
UBS Group
Switzerland
$389K -$39.8K -5,007 -10%
EM
32
ELCO Management
New York
$317K +$31.8K +4,000 +12%
FAM
33
Formidable Asset Management
Ohio
$286K -$34.4K -4,334 -11%
SWA
34
Stratos Wealth Advisors
Ohio
$255K – – –
TCA
35
Transcend Capital Advisors
New Jersey
$252K – – –
SP
36
Successful Portfolios
Florida
$227K -$191 -24 -0.1%
LCM
37
Landscape Capital Management
New Jersey
$227K -$361K -45,371 -62%
SSC
38
Syverson Strege & Co
Iowa
$213K – – –
SPC
39
Sigma Planning Corp
Michigan
$211K +$2.73K +343 +1%
GWSG
40
GPS Wealth Strategies Group
Colorado
$199K -$21.9K -2,754 -10%
PWA
41
Primoris Wealth Advisors
Florida
$198K +$12.5K +1,568 +7%
LCM
42
Liberty Capital Management
Michigan
$192K – – –
BRWA
43
B. Riley Wealth Advisors
Florida
$190K -$34.5K -4,336 -16%
SFC
44
Strategic Financial Concepts
Texas
$189K – – –
GAA
45
Global Assets Advisory
Florida
$183K -$143K -18,000 -45%
CAN
46
Cetera Advisor Networks
California
$180K -$24.6K -3,100 -12%
MFGM
47
Marshall Financial Group (Maryland)
Maryland
$168K – – –
IAIM
48
International Assets Investment Management
Florida
$165K +$25.4K +3,200 +19%
OIA
49
OneDigital Investment Advisors
Kansas
$163K -$143K -18,047 -48%
WE
50
Wealth Effects
Massachusetts
$159K – – –
1
2
3 4

ETJ Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2023, worth a combined $75.1M — up 9.9% from $68.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ETJ and 5 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 28 added.

The largest buyer was Raymond James & Associates, adding an estimated $1.91M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.93M sold.

  • 84 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2023, down from 89 in Q1 2023.
  • Funds reported $75.1M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2023 and 9 closed out, a net change of -4 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2023 was Raymond James & Associates, an estimated $1.91M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2023 was Shaker Financial Services, an estimated $1.93M sold.

Based on aggregated 13F filings for Q2 2023.