ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

71 hedge funds and large institutions have $70.5M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$873K
2
WAM
Weiss Asset Management
Massachusetts
+$513K
3
RICHC
Renaissance Investment Consultants Holding Company
Pennsylvania
+$481K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$409K
5
Osaic Holdings
Osaic Holdings
Arizona
+$384K

Top Sellers

1
Invesco
Invesco
Georgia
-$898K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$869K
3
FAM
Formidable Asset Management
Ohio
-$504K
4
CAN
Cetera Advisor Networks
California
-$297K
5
SPC
Sigma Planning Corp
Michigan
-$295K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$93K +$10 +1 +0%
HI
52
Hoey Investments
Pennsylvania
$67K – – –
US Bancorp
53
US Bancorp
Minnesota
$58K +$58K +6,017 New
PGAM
54
Princeton Global Asset Management
New Jersey
$52K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$31K +$8.75K +911 +39%
CFD
56
Creative Financial Designs
Indiana
$29K +$29K +3,000 New
CHAM
57
Clear Harbor Asset Management
Connecticut
$28.7K +$28.7K +3,000 New
SPIA
58
Steward Partners Investment Advisory
New York
$27K +$5.79K +600 +27%
APA
59
American Portfolios Advisors
New York
$16.7K – – –
Barclays
60
Barclays
United Kingdom
$15K +$15K +1,530 New
CFGS
61
Concourse Financial Group Securities
Alabama
$11K – – –
GWS
62
Glassman Wealth Services
Virginia
$10K +$10K +1,000 New
F
63
F3Logic
Minnesota
$8.71K +$8.71K +910 New
CHC
64
City Holding Co
West Virginia
$7K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
SWM
66
Sugarloaf Wealth Management
Georgia
$3K +$67 +6 +2%
EIP
67
Ellis Investment Partners
Pennsylvania
$3K +$62 +7 +2%
BCWM
68
Bartlett & Co Wealth Management
Ohio
$1.44K – – –
WEC
69
Winslow Evans & Crocker
Massachusetts
$1K – – –
BC
70
Bartlett & Co
Ohio
$1K – – –
FCA
71
FinTrust Capital Advisors
South Carolina
$11 – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
– -$869K -90,007 Closed
FAM
73
Formidable Asset Management
Ohio
– -$504K -51,171 Closed
CAN
74
Cetera Advisor Networks
California
– -$297K -31,100 Closed
PPA
75
Parametric Portfolio Associates
Washington
– -$198K -20,724 Closed
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