ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

96 hedge funds and large institutions have $115M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
29
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$13.5M
2
CA
2
Cornerstone Advisors
North Carolina
$6.68M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.64M
4
SFS
4
Shaker Financial Services
Virginia
$2.8M
5
LCM
5
Landscape Capital Management
New Jersey
$1.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.95M
2
GC
2
Guggenheim Capital
Illinois
$7.38M
3
Wells Fargo
3
Wells Fargo
California
$1.77M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.49M
5
Ameriprise
5
Ameriprise
Minnesota
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$640K -$41.4K -4,959 -6%
UBS Group
27
UBS Group
Switzerland
$579K +$107K +12,827 +23%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$579K +$83.5K +9,988 +17%
PCM
29
Pointe Capital Management
Michigan
$567K +$1.97K +236 +0.3%
FSI
30
Flow State Investments
Illinois
$552K +$552K +66,137 New
SWP
31
Semus Wealth Partners
Florida
$511K -$10.2K -1,224 -2%
CF
32
Centaurus Financial
California
$471K +$22.3K +2,668 +5%
NA
33
NewEdge Advisors
Louisiana
$460K +$19.2K +2,295 +4%
HighTower Advisors
34
HighTower Advisors
Illinois
$430K +$430K +51,624 New
GSIAS
35
Garden State Investment Advisory Services
New Jersey
$406K -$14.5K -1,731 -3%
Stifel Financial
36
Stifel Financial
Missouri
$374K -$25.1K -3,000 -6%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$346K +$8 +1 +0%
EM
38
ELCO Management
New York
$318K – – –
SP
39
Stonebrook Private
Michigan
$281K -$19K -2,281 -6%
SWA
40
Stratos Wealth Advisors
Ohio
$261K -$8.35K -1,000 -3%
TCA
41
Transcend Capital Advisors
New Jersey
$256K – – –
FAM
42
Formidable Asset Management
Ohio
$254K -$19K -2,270 -7%
SAG
43
SageView Advisory Group
California
$251K – – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$248K +$248K +29,743 New
NS
45
NBC Securities
Alabama
$245K -$5.89K -706 -2%
SPC
46
Sigma Planning Corp
Michigan
$236K +$236K +28,286 New
SP
47
Successful Portfolios
Florida
$230K -$134 -16 -0.1%
CAN
48
Cetera Advisor Networks
California
$223K -$41.2K -4,929 -16%
SFC
49
Strategic Financial Concepts
Texas
$217K +$217K +26,000 New
SSC
50
Syverson Strege & Co
Iowa
$216K – – –
1
2
3 4