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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

79 hedge funds and large institutions have $81.8M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

0.36% less ownership

Funds ownership: 12.33% → 11.97% (-0.36%)

9% less funds holding

Funds holding: 87 → 79 (-8)

10% less capital invested

Capital invested by funds: $90.8M → $81.8M (-$8.95M)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
+$1.07M
2
PAG
Private Advisor Group
New Jersey
+$687K
3
Osaic Holdings
Osaic Holdings
Arizona
+$516K
4
GC
Guggenheim Capital
Illinois
+$408K
5
LPL Financial
LPL Financial
California
+$319K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.33M
2
Citigroup
Citigroup
New York
-$898K
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$625K
4
GIA
Gladstone Institutional Advisory
Florida
-$604K
5
IAIM
International Assets Investment Management
Florida
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
WESPAC Advisors
California
$128K – – –
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$121K +$337 +30 +0.3%
IA
53
Insight Advisors
Pennsylvania
$118K – – –
RJT
54
Raymond James Trust
Florida
$116K -$45K -4,000 -27%
IWC
55
Integrated Wealth Concepts
Massachusetts
$114K – – –
SBIA
56
Sheaff Brock Investment Advisors
Indiana
$114K – – –
ACP
57
Aviance Capital Partners
Florida
$109K -$58.1K -5,165 -34%
HI
58
Hoey Investments
Pennsylvania
$107K – – –
NFG
59
Next Financial Group
Texas
$89K -$2.34K -208 -2%
PGAM
60
Princeton Global Asset Management
New Jersey
$58K – – –
HI
61
Harbour Investments
Wisconsin
$43K – – –
CFD
62
Creative Financial Designs
Indiana
$35K +$517 +46 +1%
SPIA
63
Steward Partners Investment Advisory
New York
$32K – – –
CFA
64
Carroll Financial Associates
North Carolina
$29K +$2.46K +219 +9%
PA
65
Parallel Advisors
California
$28K +$11 +1 +0%
Citigroup
66
Citigroup
New York
$26K -$898K -79,884 -97%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$25K – – –
AWA
68
Arkadios Wealth Advisors
Georgia
$20K -$29K -2,578 -57%
APA
69
American Portfolios Advisors
New York
$16.6K -$5.62K -500 -24%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$16K – – –
CFGS
71
Concourse Financial Group Securities
Alabama
$12K – – –
CBT
72
CoreFirst Bank & Trust
Kansas
$12K – – –
FCA
73
FinTrust Capital Advisors
South Carolina
$5K – – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$4K +$4.67K +415 New
SWM
75
Sugarloaf Wealth Management
Georgia
$3K +$45 +4 +1%
1 2
3
4

ETJ Hedge Fund Activity: Q3 2021 in Review

79 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2021, worth a combined $81.8M — down 9.9% from $90.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETJ and 2 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 28 added.

The largest buyer was Ahrens Investment Partners, opening a new position worth an estimated $1.07M. The largest seller was Ameriprise, cutting an estimated $1.33M.

  • 79 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2021, down from 87 in Q2 2021.
  • Funds reported $81.8M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2021, down 9.9% quarter-over-quarter.
  • 2 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2021 and 8 closed out, a net change of -6 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2021 was Ahrens Investment Partners, an estimated $1.07M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2021 was Ameriprise, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2021.