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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

88 hedge funds and large institutions have $85.1M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11% more funds holding

Funds holding: 79 → 88 (+9)

4% more capital invested

Capital invested by funds: $81.8M → $85.1M (+$3.29M)

0.46% more ownership

Funds ownership: 11.97% → 12.42% (+0.46%)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
30
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.27M
2
GC
Guggenheim Capital
Illinois
+$1.13M
3
LPL Financial
LPL Financial
California
+$806K
4
ARC
Advisor Resource Council
Texas
+$424K
5
CBA
Coastal Bridge Advisors
Connecticut
+$397K

Top Sellers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
-$885K
2
MML Investors Services
MML Investors Services
Massachusetts
-$474K
3
PAG
Private Advisor Group
New Jersey
-$452K
4
FAM
Formidable Asset Management
Ohio
-$418K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
51
TD Private Client Wealth
New York
$155K – – –
AAS
52
Avantax Advisory Services
Texas
$149K +$1.73K +157 +1%
9WM
53
9258 Wealth Management
Ohio
$138K – – –
IWC
54
Integrated Wealth Concepts
Massachusetts
$134K +$21.5K +1,945 +18%
AWM
55
AE Wealth Management
Kansas
$131K +$136K +12,301 New
HCM
56
Hollencrest Capital Management
California
$121K -$77.3K -7,000 -38%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$121K +$342 +31 +0.3%
CAN
58
Cetera Advisor Networks
California
$121K +$125K +11,324 New
RJT
59
Raymond James Trust
Florida
$116K – – –
SBIA
60
Sheaff Brock Investment Advisors
Indiana
$114K – – –
BRWA
61
B. Riley Wealth Advisors
Florida
$112K +$115K +10,410 New
ACP
62
Aviance Capital Partners
Florida
$109K – – –
IA
63
Insight Advisors
Pennsylvania
$109K – – –
HI
64
Hoey Investments
Pennsylvania
$107K – – –
CA
65
CoreCap Advisors
Michigan
$90K +$93.4K +8,455 New
NFG
66
Next Financial Group
Texas
$88K -$828 -75 -0.9%
SSC
67
Syverson Strege & Co
Iowa
$85K +$87.4K +7,915 New
PGAM
68
Princeton Global Asset Management
New Jersey
$58K – – –
HNWAG
69
High Net Worth Advisory Group
Florida
$48K +$49.7K +4,500 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$35K +$19.3K +1,748 +114%
SPIA
71
Steward Partners Investment Advisory
New York
$32K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$29K +$4.23K +383 +17%
PA
73
Parallel Advisors
California
$28K – – –
FPWM
74
FSB Premier Wealth Management
Iowa
$21K +$22.7K +2,055 New
GI
75
Gradient Investments
Minnesota
$17K +$17.1K +1,552 New
1 2
3
4

ETJ Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2021, worth a combined $85.1M — up 4% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETJ positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.27M. The largest seller was Ahrens Investment Partners, cutting an estimated $885K.

  • 88 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2021, up from 79 in Q3 2021.
  • Funds reported $85.1M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2021, up 4% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2021 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2021 was Janney Montgomery Scott, an estimated $1.27M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2021 was Ahrens Investment Partners, an estimated $885K sold.

Based on aggregated 13F filings for Q4 2021.