ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

73 hedge funds and large institutions have $71.7M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$725K
2
ACP
Aviance Capital Partners
Florida
+$700K
3
FAM
Formidable Asset Management
Ohio
+$470K
4
WAM
Weiss Asset Management
Massachusetts
+$304K
5
IWM
IHT Wealth Management
Illinois
+$289K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.76M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.11M
3
Bank of America
Bank of America
North Carolina
-$1.1M
4
PPA
Parametric Portfolio Associates
Washington
-$943K
5
IC
Inscription Capital
Texas
-$773K
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
51
Davenport & Co
Virginia
$106K – – –
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$70K +$186 +20 +0.3%
PGAM
53
Princeton Global Asset Management
New Jersey
$51K – – –
AF
54
Advisornet Financial
Minnesota
$41K +$17.6K +1,900 +76%
PA
55
Parallel Advisors
California
$32K – – –
APA
56
American Portfolios Advisors
New York
$25.4K – – –
CAN
57
Claraphi Advisory Network
United States
$25K +$25K +2,653 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
CIAS
59
Capital Investment Advisory Services
North Carolina
$17K – – –
CAC
60
Certified Advisory Corp
Florida
$13K – – –
CFGS
61
Concourse Financial Group Securities
Alabama
$10K -$15.4K -1,750 -61%
FCA
62
FinTrust Capital Advisors
South Carolina
$10K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$9K – – –
TC
64
Trust Company
Kansas
$9K +$9K +1,000 New
QCIG
65
Quad-Cities Investment Group
Iowa
$8K +$140 +14 +2%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
EIP
67
Ellis Investment Partners
Pennsylvania
$7K +$7K +819 New
CHC
68
City Holding Co
West Virginia
$6K – – –
AWM
69
Avior Wealth Management
Nebraska
$5K +$116 +13 +2%
WEC
70
Winslow Evans & Crocker
Massachusetts
$2K – – –
BCWM
71
Bartlett & Co Wealth Management
Ohio
$1.39K – – –
BC
72
Bartlett & Co
Ohio
$1K – – –
PPA
73
Parametric Portfolio Associates
Washington
– -$943K -100,301 Closed
IC
74
Inscription Capital
Texas
– -$773K -84,000 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
– -$577K -61,363 Closed
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