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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

86 hedge funds and large institutions have $108M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $105M → $108M (+$2.86M)

0.6% less ownership

Funds ownership: 18.77% → 18.17% (-0.6%)

3% less funds holding

Funds holding: 89 → 86 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.4M
2
GC
Guggenheim Capital
Illinois
+$1.22M
3
IFG
Independent Financial Group
California
+$895K
4
IWM
IHT Wealth Management
Illinois
+$717K
5
SWA
Sax Wealth Advisors
New Jersey
+$527K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$3.5M
2
SFC
Strategic Financial Concepts
Texas
-$1.97M
3
LCM
Landscape Capital Management
New Jersey
-$1.27M
4
SFS
Shaker Financial Services
Virginia
-$1.24M
5
MWS
Maxwell Wealth Strategies
California
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$647K +$32.2K +3,610 +5%
Stifel Financial
27
Stifel Financial
Missouri
$636K +$138K +15,497 +29%
PCM
28
Pointe Capital Management
Michigan
$632K +$3.09K +346 +0.5%
UBS Group
29
UBS Group
Switzerland
$552K -$321K -35,893 -37%
SWA
30
Sax Wealth Advisors
New Jersey
$543K +$527K +59,000 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$505K -$186K -20,786 -28%
HighTower Advisors
32
HighTower Advisors
Illinois
$442K +$1.34K +150 +0.3%
GSIAS
33
Garden State Investment Advisory Services
New Jersey
$432K -$16.7K -1,865 -4%
NA
34
NewEdge Advisors
Louisiana
$390K -$48.5K -5,427 -11%
SWP
35
Semus Wealth Partners
Florida
$383K -$98.9K -11,073 -21%
EM
36
ELCO Management
New York
$326K -$12.5K -1,394 -4%
SAG
37
SageView Advisory Group
California
$310K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$302K -$8.67K -971 -3%
SWA
39
Stratos Wealth Advisors
Ohio
$287K – – –
EAM
40
Everstar Asset Management
North Carolina
$286K +$277K +31,055 New
TCA
41
Transcend Capital Advisors
New Jersey
$282K – – –
SPC
42
Sigma Planning Corp
Michigan
$277K +$11.5K +1,285 +4%
FAM
43
Formidable Asset Management
Ohio
$265K -$16.2K -1,815 -6%
SFC
44
Strategic Financial Concepts
Texas
$259K -$1.97M -220,866 -89%
SP
45
Successful Portfolios
Florida
$253K -$143 -16 -0.1%
SSC
46
Syverson Strege & Co
Iowa
$239K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$198K +$154K +17,203 +400%
PWA
48
Primoris Wealth Advisors
Florida
$198K +$36 +4 +0%
NS
49
NBC Securities
Alabama
$191K -$54.4K -6,084 -23%
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$179K – – –
1
2
3 4

ETJ Hedge Fund Activity: Q3 2024 in Review

86 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2024, worth a combined $108M — up 2.7% from $105M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETJ and 8 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 29 added.

The largest buyer was International Assets Investment Management, adding an estimated $1.4M. The largest seller was Cornerstone Advisors, cutting an estimated $3.5M.

  • 86 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $108M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2024 and 11 closed out, a net change of -3 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $1.4M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2024.