ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

86 hedge funds and large institutions have $95.2M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.2M
2
LPL Financial
2
LPL Financial
California
$6.51M
3
CA
3
Cornerstone Advisors
North Carolina
$4.68M
4
Invesco
4
Invesco
Georgia
$6.29M
5
LCM
5
Landscape Capital Management
New Jersey
$734K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.98M
2
EC
2
Elequin Capital
New York
$51.6K
3
FA
3
Financial Alternatives
California
$2.52M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
26
Pointe Capital Management
Michigan
$530K 67,636 +226 +0.3%
SWP
27
Semus Wealth Partners
Florida
$490K 62,459 -851 -1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$465K 59,295 -1,008 -2%
UBS Group
29
UBS Group
Switzerland
$443K 56,528 +12,946 +30%
CF
30
Centaurus Financial
California
$421K 53,682 +1,367 +3%
NA
31
NewEdge Advisors
Louisiana
$417K 52,822 +6,850 +15%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$395K 50,321 +140 +0.3%
Stifel Financial
33
Stifel Financial
Missouri
$374K 47,766 – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$324K 41,380 -9,000 -18%
EM
35
ELCO Management
New York
$299K 38,099 -350 -0.9%
SP
36
Stonebrook Private
Michigan
$282K 35,918 +35,918 New
FAM
37
Formidable Asset Management
Ohio
$256K 32,635 -1,483 -4%
SWA
38
Stratos Wealth Advisors
Ohio
$252K 32,200 – –
CAN
39
Cetera Advisor Networks
California
$248K 31,641 +4,500 +17%
TCA
40
Transcend Capital Advisors
New Jersey
$240K 30,609 – –
SAG
41
SageView Advisory Group
California
$240K 30,053 -1,439 -5%
NS
42
NBC Securities
Alabama
$235K 30,057 +2,239 +8%
SP
43
Successful Portfolios
Florida
$216K 27,549 -23 -0.1%
SSC
44
Syverson Strege & Co
Iowa
$203K 25,904 – –
PWA
45
Primoris Wealth Advisors
Florida
$174K 22,174 +72 +0.3%
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$160K 20,468 – –
PS
47
Principal Securities
Iowa
$148K 18,853 +18,853 New
WE
48
Wealth Effects
Massachusetts
$148K 18,822 -352 -2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$137K 17,507 +17,507 New
FHA
50
Flagship Harbor Advisors
Massachusetts
$134K 17,037 -106 -0.6%
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