ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

86 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 5 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
34
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$11.4M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.89M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.63M
4
UBS Group
4
UBS Group
Switzerland
$841K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.89M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.7M
3
SFS
3
Shaker Financial Services
Virginia
$1.84M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
LCM
5
Landscape Capital Management
New Jersey
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$620K +$11.6K +1,316 +2%
PCM
27
Pointe Capital Management
Michigan
$599K +$3.17K +361 +0.5%
CF
28
Centaurus Financial
California
$585K +$90.5K +10,308 +18%
FSI
29
Flow State Investments
Illinois
$529K -$51.8K -5,901 -9%
Stifel Financial
30
Stifel Financial
Missouri
$471K +$77.5K +8,828 +20%
SWP
31
Semus Wealth Partners
Florida
$462K -$75.4K -8,582 -14%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$429K +$1.94K +221 +0.5%
NA
33
NewEdge Advisors
Louisiana
$419K -$64.5K -7,345 -13%
HighTower Advisors
34
HighTower Advisors
Illinois
$419K -$33.8K -3,852 -7%
EM
35
ELCO Management
New York
$323K -$11.2K -1,272 -3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$296K +$35K +3,983 +13%
SAG
37
SageView Advisory Group
California
$295K +$31.2K +3,552 +12%
SWA
38
Stratos Wealth Advisors
Ohio
$274K – – –
TCA
39
Transcend Capital Advisors
New Jersey
$269K – – –
FAM
40
Formidable Asset Management
Ohio
$268K +$1.6K +182 +0.6%
SPC
41
Sigma Planning Corp
Michigan
$253K +$4.56K +519 +2%
SP
42
Successful Portfolios
Florida
$242K -$53 -6 -0%
NS
43
NBC Securities
Alabama
$236K -$21.5K -2,455 -8%
SSC
44
Syverson Strege & Co
Iowa
$227K – – –
PWA
45
Primoris Wealth Advisors
Florida
$188K -$8.33K -949 -4%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$188K -$11.6K -1,318 -6%
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$170K +$77.2K +8,792 +83%
PS
48
Principal Securities
Iowa
$169K +$3.65K +416 +2%
TSS
49
Two Sigma Securities
New York
$165K +$165K +18,846 New
AAS
50
Ameritas Advisory Services
Nebraska
$162K +$11.2K +1,278 +7%
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