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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

79 hedge funds and large institutions have $69.7M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

3% more capital invested

Capital invested by funds: $67.4M → $69.7M (+$2.25M)

0.62% more ownership

Funds ownership: 12.22% → 12.84% (+0.62%)

9% less funds holding

Funds holding: 87 → 79 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
38
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.67M
2
Stifel Financial
Stifel Financial
Missouri
+$919K
3
Osaic Holdings
Osaic Holdings
Arizona
+$538K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$297K
5
ASN
Advisory Services Network
Georgia
+$279K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$895K
2
LPL Financial
LPL Financial
California
-$274K
3
RJA
Raymond James & Associates
Florida
-$196K
4
CA
CoreCap Advisors
Michigan
-$155K
5
ARC
Advisor Resource Council
Texas
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
XF
51
XML Financial
Maryland
$129K – – –
CPC
52
Congress Park Capital
New York
$124K – – –
TPCW
53
TD Private Client Wealth
New York
$120K – – –
SWP
54
Stratos Wealth Partners
Ohio
$110K -$18.4K -2,000 -13%
AWA
55
Arete Wealth Advisors
Illinois
$102K -$74.3K -8,081 -39%
WWM
56
Western Wealth Management
Colorado
$90K -$41.3K -4,490 -29%
SBIA
57
Sheaff Brock Investment Advisors
Indiana
$88K – – –
ACP
58
Aviance Capital Partners
Florida
$84K – – –
IA
59
Insight Advisors
Pennsylvania
$84K – – –
IAIM
60
International Assets Investment Management
Florida
$84K +$93.8K +10,209 New
HI
61
Hoey Investments
Pennsylvania
$83K – – –
RPCA
62
Running Point Capital Advisors
California
$83K – – –
FCA
63
FinTrust Capital Advisors
South Carolina
$61K +$14.8K +1,606 +28%
RG
64
Retirement Group
California
$59K -$70.5K -7,669 -52%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$55K +$27.8K +3,026 +84%
US Bancorp
66
US Bancorp
Minnesota
$50K – – –
PGAM
67
Princeton Global Asset Management
New Jersey
$45K +$414 +45 +0.8%
HNWAG
68
High Net Worth Advisory Group
Florida
$37K – – –
SPIA
69
Steward Partners Investment Advisory
New York
$36K +$7.69K +837 +24%
PA
70
Parallel Advisors
California
$30K -$22.5K -2,447 -40%
CFD
71
Creative Financial Designs
Indiana
$30K +$846 +92 +3%
APA
72
American Portfolios Advisors
New York
$29.8K -$15.5K -1,687 -32%
OLVIG
73
Oliver Lagore Vanvalin Investment Group
Michigan
$13K +$14.7K +1,600 New
TRCT
74
Tower Research Capital (TRC)
New York
$10K +$11K +1,200 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
1 2
3
4

ETJ Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2022, worth a combined $69.7M — up 3.3% from $67.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETJ and 5 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 38 added.

The largest buyer was Morgan Stanley, adding an estimated $2.67M. The largest seller was Guggenheim Capital, cutting an estimated $895K.

  • 79 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $69.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2022, up 3.3% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2022 and 13 closed out, a net change of -8 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $2.67M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2022 was Guggenheim Capital, an estimated $895K sold.

Based on aggregated 13F filings for Q3 2022.