ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

90 hedge funds and large institutions have $79.6M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.5M
2
CA
2
Cornerstone Advisors
North Carolina
$2.74M
3
SFS
3
Shaker Financial Services
Virginia
$1.43M
4
AAM
4
Advisors Asset Management
Colorado
$2.39M
5
Invesco
5
Invesco
Georgia
$5.72M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$367K
2
OIA
2
OneDigital Investment Advisors
Kansas
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.31M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$582K
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$463K 60,303 +1,207 +2%
CF
27
Centaurus Financial
California
$402K 52,315 -809 -2%
EC
28
Elequin Capital
New York
$395K 51,465 +51,465 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$387K 50,380 -657 -1%
GSIAS
30
Garden State Investment Advisory Services
New Jersey
$385K 50,181 -168 -0.3%
Stifel Financial
31
Stifel Financial
Missouri
$367K 47,766 -103,887 -69%
NA
32
NewEdge Advisors
Louisiana
$353K 45,972 -4,800 -9%
UBS Group
33
UBS Group
Switzerland
$335K 43,582 -3,689 -8%
EM
34
ELCO Management
New York
$295K 38,449 -176 -0.5%
LCM
35
Landscape Capital Management
New Jersey
$292K 37,959 +10,381 +38%
FAM
36
Formidable Asset Management
Ohio
$262K 34,118 -638 -2%
SWA
37
Stratos Wealth Advisors
Ohio
$247K 32,200 +1,200 +4%
SAG
38
SageView Advisory Group
California
$242K 31,492 +13,314 +73%
TCA
39
Transcend Capital Advisors
New Jersey
$235K 30,609 – –
NS
40
NBC Securities
Alabama
$213K 27,818 +27,818 New
SP
41
Successful Portfolios
Florida
$212K 27,572 -19 -0.1%
CAN
42
Cetera Advisor Networks
California
$208K 27,141 +5,214 +24%
SPC
43
Sigma Planning Corp
Michigan
$205K 26,703 +1,071 +4%
SSC
44
Syverson Strege & Co
Iowa
$199K 25,904 – –
GWSG
45
GPS Wealth Strategies Group
Colorado
$186K 24,261 – –
SFC
46
Strategic Financial Concepts
Texas
$177K 23,000 – –
GIA
47
Gladstone Institutional Advisory
Florida
$172K 22,352 +6,655 +42%
PWA
48
Primoris Wealth Advisors
Florida
$170K 22,102 -1,933 -8%
FAN
49
Financial Advisors Network
California
$168K 21,935 +21,935 New
FSI
50
Flow State Investments
Illinois
$163K 21,245 +21,245 New
1
2
3 4