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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

89 hedge funds and large institutions have $105M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

0.08% more ownership

Funds ownership: 18.69% → 18.77% (+0.08%)

8% less funds holding

Funds holding: 97 → 89 (-8)

8% less capital invested

Capital invested by funds: $115M → $105M (-$9.77M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
89
Holders Change
-8
Holders Change %
-8.25%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
34
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$4.19M
2
SFC
Strategic Financial Concepts
Texas
+$1.89M
3
Cohen & Steers
Cohen & Steers
New York
+$424K
4
Morgan Stanley
Morgan Stanley
New York
+$368K
5
IFG
Independent Financial Group
California
+$283K

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$13.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.39M
3
SFS
Shaker Financial Services
Virginia
-$1.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$346K
5
LCM
Landscape Capital Management
New Jersey
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$620K +$11.2K +1,316 +2%
PCM
27
Pointe Capital Management
Michigan
$599K +$3.06K +361 +0.5%
CF
28
Centaurus Financial
California
$585K +$87.4K +10,308 +18%
FSI
29
Flow State Investments
Illinois
$529K -$50K -5,901 -9%
Stifel Financial
30
Stifel Financial
Missouri
$471K +$74.8K +8,828 +20%
SWP
31
Semus Wealth Partners
Florida
$462K -$72.7K -8,582 -14%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$429K +$1.87K +221 +0.5%
NA
33
NewEdge Advisors
Louisiana
$419K -$62.2K -7,345 -13%
HighTower Advisors
34
HighTower Advisors
Illinois
$419K -$32.6K -3,852 -7%
EM
35
ELCO Management
New York
$323K -$10.8K -1,272 -3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$296K +$33.8K +3,983 +13%
SAG
37
SageView Advisory Group
California
$295K +$30.1K +3,552 +12%
IFG
38
Independent Financial Group
California
$293K +$283K +33,415 New
SWA
39
Stratos Wealth Advisors
Ohio
$274K – – –
TCA
40
Transcend Capital Advisors
New Jersey
$269K – – –
FAM
41
Formidable Asset Management
Ohio
$268K +$1.54K +182 +0.6%
SPC
42
Sigma Planning Corp
Michigan
$253K +$4.4K +519 +2%
SP
43
Successful Portfolios
Florida
$242K -$51 -6 -0%
NS
44
NBC Securities
Alabama
$236K -$20.8K -2,455 -8%
SSC
45
Syverson Strege & Co
Iowa
$227K – – –
PWA
46
Primoris Wealth Advisors
Florida
$188K -$8.04K -949 -4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$188K -$11.2K -1,318 -6%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$170K +$74.5K +8,792 +83%
PS
49
Principal Securities
Iowa
$169K +$3.53K +416 +2%
TSS
50
Two Sigma Securities
New York
$165K +$160K +18,846 New
1
2
3 4 5

ETJ Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2024, worth a combined $105M — down 8.5% from $115M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETJ and 6 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 34 added.

The largest buyer was Cornerstone Advisors, adding an estimated $4.19M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $13.5M sold.

  • 89 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2024, down from 97 in Q1 2024.
  • Funds reported $105M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2024 and 12 closed out, a net change of -6 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $4.19M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2024 was Global Assets Advisory, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2024.