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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

96 hedge funds and large institutions have $113M 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, 32 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

12% more funds holding

Funds holding: 86 → 96 (+10)

4% more capital invested

Capital invested by funds: $108M → $113M (+$4.25M)

0.21% more ownership

Funds ownership: 18.17% → 18.39% (+0.21%)

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
32
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.86M
2
SFS
Shaker Financial Services
Virginia
+$1.96M
3
Wells Fargo
Wells Fargo
California
+$766K
4
IAA
Independent Advisor Alliance
North Carolina
+$589K
5
Invesco
Invesco
Georgia
+$314K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$5.12M
2
IAIM
International Assets Investment Management
Florida
-$1.47M
3
IWM
IHT Wealth Management
Illinois
-$741K
4
SWA
Sax Wealth Advisors
New Jersey
-$543K
5
AAM
Advisors Asset Management
Colorado
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Pointe Capital Management
Michigan
$673K +$34.5K +3,718 +5%
CF
27
Centaurus Financial
California
$655K +$734 +79 +0.1%
Stifel Financial
28
Stifel Financial
Missouri
$652K +$8.35K +899 +1%
IAA
29
Independent Advisor Alliance
North Carolina
$590K +$589K +63,400 New
UBS Group
30
UBS Group
Switzerland
$560K +$2.55K +274 +0.5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$484K -$25.7K -2,766 -5%
HighTower Advisors
32
HighTower Advisors
Illinois
$448K +$2.11K +227 +0.5%
EM
33
ELCO Management
New York
$443K +$113K +12,162 +34%
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$433K -$4.48K -482 -1%
NA
35
NewEdge Advisors
Louisiana
$383K -$11.2K -1,200 -3%
SAG
36
SageView Advisory Group
California
$314K +$911 +98 +0.3%
WA
37
WESPAC Advisors
California
$312K +$311K +33,500 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$306K +$1.22K +131 +0.4%
SWP
39
Semus Wealth Partners
Florida
$298K -$89.1K -9,585 -23%
SWA
40
Stratos Wealth Advisors
Ohio
$290K – – –
EAM
41
Everstar Asset Management
North Carolina
$289K – – –
TCA
42
Transcend Capital Advisors
New Jersey
$285K – – –
SPC
43
Sigma Planning Corp
Michigan
$283K +$2.62K +282 +0.9%
FAM
44
Formidable Asset Management
Ohio
$269K +$1.67K +180 +0.6%
GS
45
GWN Securities
Florida
$259K +$260K +27,960 New
SP
46
Successful Portfolios
Florida
$246K -$9.62K -1,035 -4%
SFC
47
Strategic Financial Concepts
Texas
$243K -$18.6K -2,000 -7%
SSC
48
Syverson Strege & Co
Iowa
$241K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$237K +$36.4K +3,916 +18%
PWA
50
Primoris Wealth Advisors
Florida
$200K +$28 +3 +0%
1
2
3 4

ETJ Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2024, worth a combined $113M — up 3.9% from $108M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETJ positions and 4 closed out — a net gain of 15 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.86M. The largest seller was Cornerstone Advisors, cutting an estimated $5.12M.

  • 96 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2024, up from 86 in Q3 2024.
  • Funds reported $113M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2024 and 4 closed out, a net change of +15 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $2.86M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2024.