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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

119 hedge funds and large institutions have $132M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more funds holding

Funds holding: 110 → 119 (+9)

0.45% more ownership

Funds ownership: 21.82% → 22.27% (+0.45%)

0% more capital invested

Capital invested by funds: $132M → $132M (+$219K)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
119
Holders Change
+9
Holders Change %
+8.18%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
37
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.75M
2
GC
Guggenheim Capital
Illinois
+$1.63M
3
RL
RPO LLC
Connecticut
+$1.21M
4
Raymond James Financial
Raymond James Financial
Florida
+$815K
5
P
&Partners
Tennessee
+$639K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$1.83M
2
Cohen & Steers
Cohen & Steers
New York
-$1.73M
3
Morgan Stanley
Morgan Stanley
New York
-$1.69M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$884K +$175K +19,844 +25%
IFG
27
Independent Financial Group
California
$848K -$26.5K -3,000 -3%
PFO
28
PMG Family Office
Texas
$839K -$31.8K -3,602 -4%
AFP
29
Ausdal Financial Partners
Iowa
$768K -$1.25K -142 -0.2%
ASN
30
Advisory Services Network
Georgia
$758K +$11.9K +1,353 +2%
CF
31
Centaurus Financial
California
$653K +$34.9K +3,956 +6%
P
32
&Partners
Tennessee
$639K +$639K +72,476 New
BFM
33
Boothbay Fund Management
New York
$604K +$604K +68,455 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$590K -$6.87K -778 -1%
NA
35
NewEdge Advisors
Louisiana
$539K +$162K +18,373 +43%
PCM
36
Pointe Capital Management
Michigan
$531K -$78.4K -8,888 -13%
SAG
37
SageView Advisory Group
California
$526K +$14.9K +1,690 +3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$498K +$56.3K +6,386 +13%
Stifel Financial
39
Stifel Financial
Missouri
$452K -$50.3K -5,700 -10%
WWA
40
WCG Wealth Advisors
Nevada
$447K – – –
WCM
41
Winebrenner Capital Management
Kentucky
$441K -$265K -30,000 -38%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$431K +$137K +15,484 +47%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$430K -$37.6K -4,259 -8%
GSIAS
44
Garden State Investment Advisory Services
New Jersey
$403K -$1.26K -143 -0.3%
PS
45
Portfolio Strategies
New York
$371K -$3.61K -409 -1%
DJYG
46
David J. Yvars Group
Florida
$370K +$29.6K +3,355 +9%
EM
47
ELCO Management
New York
$368K -$9.93K -1,125 -3%
HighTower Advisors
48
HighTower Advisors
Illinois
$363K +$1.6K +181 +0.4%
Jane Street
49
Jane Street
New York
$313K +$100K +11,343 +47%
DI
50
Decision Investments
California
$308K +$308K +34,903 New
1
2
3 4 5

ETJ Hedge Fund Activity: Q4 2025 in Review

119 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2025, worth a combined $132M — up 0.17% from $132M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETJ positions and 7 closed out — a net gain of 9 holders — while 37 added to existing stakes and 44 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.75M. The largest seller was Cornerstone Advisors, cutting an estimated $1.83M.

  • 119 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2025, up from 110 in Q3 2025.
  • Funds reported $132M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2025, up 0.17% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2025 and 7 closed out, a net change of +9 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2025 was Focus Partners Wealth, an estimated $1.75M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2025.