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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

92 hedge funds and large institutions have $115M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

1.82% more ownership

Funds ownership: 18.39%20.21% (+1.8%)

2% more capital invested

Capital invested by funds: $113M → $115M (+$2.59M)

4% less funds holding

Funds holding: 9692 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% 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
34
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$690K +$192K +21,418 +36%
Stifel Financial
27
Stifel Financial
Missouri
$663K +$75.5K +8,400 +12%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$598K -$3.6M -400,894 -85%
CF
29
Centaurus Financial
California
$584K -$11.6K -1,287 -2%
PCM
30
Pointe Capital Management
Michigan
$577K -$36.7K -4,089 -6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$485K +$47.3K +5,269 +10%
HighTower Advisors
32
HighTower Advisors
Illinois
$417K +$10.1K +1,128 +2%
GSIAS
33
Garden State Investment Advisory Services
New Jersey
$390K -$3.2K -356 -0.8%
EM
34
ELCO Management
New York
$377K -$27.6K -3,075 -6%
NA
35
NewEdge Advisors
Louisiana
$343K -$5.45K -606 -1%
SAG
36
SageView Advisory Group
California
$319K +$36.4K +4,050 +12%
LCM
37
Landscape Capital Management
New Jersey
$310K +$329K +36,633 New
SPC
38
Sigma Planning Corp
Michigan
$285K +$30K +3,338 +11%
WA
39
WESPAC Advisors
California
$283K
SWA
40
Stratos Wealth Advisors
Ohio
$264K
GAA
41
Global Assets Advisory
Florida
$256K +$99.7K +11,092 +57%
TCA
42
Transcend Capital Advisors
New Jersey
$253K -$6.11K -680 -2%
WWA
43
WCG Wealth Advisors
Nevada
$249K +$265K +29,462 New
FAM
44
Formidable Asset Management
Ohio
$246K +$1.69K +188 +0.7%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$237K +$23.1K +2,571 +10%
SWP
46
Semus Wealth Partners
Florida
$236K -$36.5K -4,060 -13%
DJYG
47
David J. Yvars Group
Florida
$236K +$108K +11,999 +76%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$230K -$51.3K -5,714 -17%
SP
49
Successful Portfolios
Florida
$224K
NS
50
NBC Securities
Alabama
$201K +$214K +23,794 +118,970%

ETJ Hedge Fund Activity: Q1 2025 in Review

92 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2025, worth a combined $115M — up 2.3% from $113M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ETJ and 8 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 34 added.

The largest buyer was LPL Financial, adding an estimated $11.1M. The largest seller was Janney Montgomery Scott, cutting an estimated $3.6M.

  • 92 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $115M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2025 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2025 was LPL Financial, an estimated $11.1M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2025 was Janney Montgomery Scott, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2025.