ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

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
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

1
GC
1
Guggenheim Capital
Illinois
$8.58M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.4M
3
PCM
3
Pointe Capital Management
Michigan
$706K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$4.45M
5
IA
5
IFP Advisors
Florida
$524K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$3M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$523K
3
ARC
3
Advisor Resource Council
Texas
$0
4
CBA
4
Coastal Bridge Advisors
Connecticut
$0
5
Invesco
5
Invesco
Georgia
$5.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$152K – – –
CPC
52
Congress Park Capital
New York
$148K – – –
WWM
53
Western Wealth Management
Colorado
$148K +$148K +15,034 New
TPCW
54
TD Private Client Wealth
New York
$143K – – –
AAS
55
Avantax Advisory Services
Texas
$140K +$2.11K +214 +2%
9WM
56
9258 Wealth Management
Ohio
$128K – – –
IWC
57
Integrated Wealth Concepts
Massachusetts
$124K – – –
CA
58
CoreCap Advisors
Michigan
$123K +$39.4K +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 -$10.6K -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 +$99K +10,000 New
PA
68
Parallel Advisors
California
$61K +$34.8K +3,473 +132%
US Bancorp
69
US Bancorp
Minnesota
$59K -$132K -13,500 -69%
PGAM
70
Princeton Global Asset Management
New Jersey
$54K – – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$48K +$15.7K +1,600 +49%
HNWAG
72
High Net Worth Advisory Group
Florida
$44K – – –
GWSG
73
GPS Wealth Strategies Group
Colorado
$37K +$37K +3,702 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$36K +$9K +900 +33%
SPIA
75
Steward Partners Investment Advisory
New York
$35K +$5.5K +550 +19%
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3
4 5