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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

90 hedge funds and large institutions have $79M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 88 → 90 (+2)

0.72% more ownership

Funds ownership: 12.42% → 13.14% (+0.72%)

7% less capital invested

Capital invested by funds: $85.1M → $79M (-$6.13M)

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Pointe Capital Management
Michigan
+$6.47M
2
GC
Guggenheim Capital
Illinois
+$1.26M
3
Morgan Stanley
Morgan Stanley
New York
+$776K
4
IA
IFP Advisors
Florida
+$569K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$539K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$5.02M
2
MML Investors Services
MML Investors Services
Massachusetts
-$540K
3
ARC
Advisor Resource Council
Texas
-$411K
4
CBA
Coastal Bridge Advisors
Connecticut
-$373K
5
Invesco
Invesco
Georgia
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$152K – – –
CPC
52
Congress Park Capital
New York
$148K – – –
WWM
53
Western Wealth Management
Colorado
$148K +$151K +15,034 New
TPCW
54
TD Private Client Wealth
New York
$143K – – –
AAS
55
Avantax Advisory Services
Texas
$140K +$2.15K +214 +2%
9WM
56
9258 Wealth Management
Ohio
$128K – – –
IWC
57
Integrated Wealth Concepts
Massachusetts
$124K – – –
CA
58
CoreCap Advisors
Michigan
$123K +$40.1K +3,990 +47%
AWM
59
AE Wealth Management
Kansas
$122K – – –
HCM
60
Hollencrest Capital Management
California
$112K – – –
RJT
61
Raymond James Trust
Florida
$107K – – –
SBIA
62
Sheaff Brock Investment Advisors
Indiana
$105K – – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$101K -$10.8K -1,075 -9%
ACP
64
Aviance Capital Partners
Florida
$101K – – –
IA
65
Insight Advisors
Pennsylvania
$101K – – –
HI
66
Hoey Investments
Pennsylvania
$99K – – –
RPCA
67
Running Point Capital Advisors
California
$99K +$101K +10,000 New
PA
68
Parallel Advisors
California
$61K +$34.9K +3,473 +132%
US Bancorp
69
US Bancorp
Minnesota
$59K -$136K -13,500 -69%
PGAM
70
Princeton Global Asset Management
New Jersey
$54K – – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$48K +$16.1K +1,600 +49%
HNWAG
72
High Net Worth Advisory Group
Florida
$44K – – –
GWSG
73
GPS Wealth Strategies Group
Colorado
$37K +$37.2K +3,702 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$36K +$9.05K +900 +33%
SPIA
75
Steward Partners Investment Advisory
New York
$35K +$5.53K +550 +19%
1 2
3
4 5

ETJ Hedge Fund Activity: Q1 2022 in Review

90 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2022, worth a combined $79M — down 7.2% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETJ positions and 13 closed out — a net gain of 3 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was Pointe Capital Management, adding an estimated $6.47M. The largest seller was LPL Financial, cutting an estimated $5.02M.

  • 90 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2022, up from 88 in Q4 2021.
  • Funds reported $79M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2022, down 7.2% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2022 and 13 closed out, a net change of +3 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2022 was Pointe Capital Management, an estimated $6.47M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2022 was LPL Financial, an estimated $5.02M sold.

Based on aggregated 13F filings for Q1 2022.