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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

87 hedge funds and large institutions have $67.4M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 14

0.92% less ownership

Funds ownership: 13.14%12.22% (-0.92%)

3% less funds holding

Funds holding: 9087 (-3)

15% less capital invested

Capital invested by funds: $79M → $67.4M (-$11.5M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
38
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XF
51
XML Financial
Maryland
$131K
SWP
52
Stratos Wealth Partners
Ohio
$129K
WWM
53
Western Wealth Management
Colorado
$127K +$2.07K +228 +2%
CPC
54
Congress Park Capital
New York
$126K
RG
55
Retirement Group
California
$124K -$59.8K -6,570 -31%
TPCW
56
TD Private Client Wealth
New York
$121K
AAS
57
Avantax Advisory Services
Texas
$121K +$2.17K +239 +2%
BRWA
58
B. Riley Wealth Advisors
Florida
$103K -$30.3K -3,329 -21%
9WM
59
9258 Wealth Management
Ohio
$99K -$10.5K -1,150 -9%
IA
60
Insight Advisors
Pennsylvania
$99K
HCM
61
Hollencrest Capital Management
California
$95K
RJT
62
Raymond James Trust
Florida
$91K
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$89K
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$86K +$355 +39 +0.4%
ACP
65
Aviance Capital Partners
Florida
$85K
MML Investors Services
66
MML Investors Services
Massachusetts
$84K -$390K -42,920 -81%
HI
67
Hoey Investments
Pennsylvania
$84K
RPCA
68
Running Point Capital Advisors
California
$84K
SWM
69
Spire Wealth Management
Virginia
$70K -$74.3K -8,169 -49%
SWM
70
SeaCrest Wealth Management
New York
$56K +$60.5K +6,646 New
FCA
71
FinTrust Capital Advisors
South Carolina
$54K +$47.8K +5,252 +1,050%
PA
72
Parallel Advisors
California
$51K
US Bancorp
73
US Bancorp
Minnesota
$50K
PGAM
74
Princeton Global Asset Management
New Jersey
$46K
APA
75
American Portfolios Advisors
New York
$44.3K +$18.7K +2,055 +63%

ETJ Hedge Fund Activity: Q2 2022 in Review

87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2022, worth a combined $67.4M — down 15% from $79M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ETJ and 5 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 38 added.

The largest buyer was Guggenheim Capital, adding an estimated $539K. The largest seller was Pointe Capital Management, cutting an estimated $5.88M.

  • 87 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2022, down from 90 in Q1 2022.
  • Funds reported $67.4M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2022 and 8 closed out, a net change of -3 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2022 was Guggenheim Capital, an estimated $539K added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2022 was Pointe Capital Management, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2022.