ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

84 hedge funds and large institutions have $107M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$9.22M
2
IWM
2
IHT Wealth Management
Illinois
$2.57M
3
SWA
3
Sax Wealth Advisors
New Jersey
$543K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.81M
5
Invesco
5
Invesco
Georgia
$7.38M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$8.31M
2
SFC
2
Strategic Financial Concepts
Texas
$259K
3
SFS
3
Shaker Financial Services
Virginia
$659K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
MWS
5
Maxwell Wealth Strategies
California
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$636K +$143K +15,497 +29%
PCM
27
Pointe Capital Management
Michigan
$632K +$3.19K +346 +0.5%
UBS Group
28
UBS Group
Switzerland
$552K -$331K -35,893 -37%
SWA
29
Sax Wealth Advisors
New Jersey
$543K +$543K +59,000 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$505K -$192K -20,786 -28%
HighTower Advisors
31
HighTower Advisors
Illinois
$442K +$1.38K +150 +0.3%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$432K -$17.2K -1,865 -4%
NA
33
NewEdge Advisors
Louisiana
$390K -$50K -5,427 -11%
SWP
34
Semus Wealth Partners
Florida
$383K -$102K -11,073 -21%
EM
35
ELCO Management
New York
$326K -$12.8K -1,394 -4%
SAG
36
SageView Advisory Group
California
$310K – – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$302K -$8.94K -971 -3%
SWA
38
Stratos Wealth Advisors
Ohio
$287K – – –
EAM
39
Everstar Asset Management
North Carolina
$286K +$286K +31,055 New
TCA
40
Transcend Capital Advisors
New Jersey
$282K – – –
SPC
41
Sigma Planning Corp
Michigan
$277K +$11.8K +1,285 +4%
FAM
42
Formidable Asset Management
Ohio
$265K -$16.7K -1,815 -6%
SFC
43
Strategic Financial Concepts
Texas
$259K -$2.03M -220,866 -89%
SP
44
Successful Portfolios
Florida
$253K -$147 -16 -0.1%
SSC
45
Syverson Strege & Co
Iowa
$239K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$198K +$158K +17,203 +400%
PWA
47
Primoris Wealth Advisors
Florida
$198K +$37 +4 +0%
NS
48
NBC Securities
Alabama
$191K -$55.8K -6,084 -23%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$179K – – –
PS
50
Principal Securities
Iowa
$177K – – –
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