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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

91 hedge funds and large institutions have $79.7M 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.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

8% more funds holding

Funds holding: 84 → 91 (+7)

6% more capital invested

Capital invested by funds: $75.1M → $79.7M (+$4.57M)

1.88% more ownership

Funds ownership: 13.9% → 15.79% (+1.9%)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% 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

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.95M
2
CA
Cornerstone Advisors
North Carolina
+$1.74M
3
SFS
Shaker Financial Services
Virginia
+$1.51M
4
AAM
Advisors Asset Management
Colorado
+$851K
5
Invesco
Invesco
Georgia
+$729K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$838K
2
OIA
OneDigital Investment Advisors
Kansas
-$163K
3
Ameriprise
Ameriprise
Minnesota
-$148K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$114K
5
AWA
Arete Wealth Advisors
Illinois
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$463K +$9.74K +1,207 +2%
CF
27
Centaurus Financial
California
$402K -$6.53K -809 -2%
EC
28
Elequin Capital
New York
$395K +$415K +51,465 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$387K -$5.3K -657 -1%
GSIAS
30
Garden State Investment Advisory Services
New Jersey
$385K -$1.35K -168 -0.3%
Stifel Financial
31
Stifel Financial
Missouri
$367K -$838K -103,887 -69%
NA
32
NewEdge Advisors
Louisiana
$353K -$38.7K -4,800 -9%
UBS Group
33
UBS Group
Switzerland
$335K -$29.8K -3,689 -8%
EM
34
ELCO Management
New York
$295K -$1.42K -176 -0.5%
LCM
35
Landscape Capital Management
New Jersey
$292K +$83.8K +10,381 +38%
FAM
36
Formidable Asset Management
Ohio
$262K -$5.15K -638 -2%
SWA
37
Stratos Wealth Advisors
Ohio
$247K +$9.68K +1,200 +4%
SAG
38
SageView Advisory Group
California
$242K +$107K +13,314 +73%
TCA
39
Transcend Capital Advisors
New Jersey
$235K – – –
NS
40
NBC Securities
Alabama
$213K +$224K +27,818 New
SP
41
Successful Portfolios
Florida
$212K -$153 -19 -0.1%
CAN
42
Cetera Advisor Networks
California
$208K +$42.1K +5,214 +24%
SPC
43
Sigma Planning Corp
Michigan
$205K +$8.64K +1,071 +4%
SSC
44
Syverson Strege & Co
Iowa
$199K – – –
GWSG
45
GPS Wealth Strategies Group
Colorado
$186K – – –
SFC
46
Strategic Financial Concepts
Texas
$177K – – –
GIA
47
Gladstone Institutional Advisory
Florida
$172K +$53.7K +6,655 +42%
PWA
48
Primoris Wealth Advisors
Florida
$170K -$15.6K -1,933 -8%
FAN
49
Financial Advisors Network
California
$168K +$177K +21,935 New
FSI
50
Flow State Investments
Illinois
$163K +$171K +21,245 New
1
2
3 4

ETJ Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2023, worth a combined $79.7M — up 6.1% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETJ positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.95M. The largest seller was Stifel Financial, cutting an estimated $838K.

  • 91 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2023, up from 84 in Q2 2023.
  • Funds reported $79.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2023 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2023 was Osaic Holdings, an estimated $2.95M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2023 was Stifel Financial, an estimated $838K sold.

Based on aggregated 13F filings for Q3 2023.