ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

95 hedge funds and large institutions have $111M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
31
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$12.2M
2
SFS
2
Shaker Financial Services
Virginia
$2.63M
3
Wells Fargo
3
Wells Fargo
California
$2.82M
4
IAA
4
Independent Advisor Alliance
North Carolina
$590K
5
Invesco
5
Invesco
Georgia
$7.77M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$3.26M
2
IAIM
2
International Assets Investment Management
Florida
$126K
3
IWM
3
IHT Wealth Management
Illinois
$1.86M
4
SWA
4
Sax Wealth Advisors
New Jersey
$0
5
AAM
5
Advisors Asset Management
Colorado
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$655K +$736 +79 +0.1%
Stifel Financial
27
Stifel Financial
Missouri
$652K +$8.37K +899 +1%
IAA
28
Independent Advisor Alliance
North Carolina
$590K +$590K +63,400 New
UBS Group
29
UBS Group
Switzerland
$560K +$2.55K +274 +0.5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$484K -$25.7K -2,766 -5%
HighTower Advisors
31
HighTower Advisors
Illinois
$448K +$2.11K +227 +0.5%
EM
32
ELCO Management
New York
$443K +$113K +12,162 +34%
GSIAS
33
Garden State Investment Advisory Services
New Jersey
$433K -$4.49K -482 -1%
NA
34
NewEdge Advisors
Louisiana
$383K -$11.2K -1,200 -3%
SAG
35
SageView Advisory Group
California
$314K +$912 +98 +0.3%
WA
36
WESPAC Advisors
California
$312K +$312K +33,500 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$306K +$1.22K +131 +0.4%
SWP
38
Semus Wealth Partners
Florida
$298K -$89.2K -9,585 -23%
SWA
39
Stratos Wealth Advisors
Ohio
$290K – – –
EAM
40
Everstar Asset Management
North Carolina
$289K – – –
TCA
41
Transcend Capital Advisors
New Jersey
$285K – – –
SPC
42
Sigma Planning Corp
Michigan
$283K +$2.63K +282 +0.9%
FAM
43
Formidable Asset Management
Ohio
$269K +$1.68K +180 +0.6%
GS
44
GWN Securities
Florida
$259K +$259K +27,960 New
SP
45
Successful Portfolios
Florida
$246K -$9.64K -1,035 -4%
SFC
46
Strategic Financial Concepts
Texas
$243K -$18.6K -2,000 -7%
SSC
47
Syverson Strege & Co
Iowa
$241K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$237K +$36.5K +3,916 +18%
PWA
49
Primoris Wealth Advisors
Florida
$200K +$28 +3 +0%
AWS
50
Atria Wealth Solutions
New York
$192K +$192K +20,594 New
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2
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