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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

94 hedge funds and large institutions have $165M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

137% more capital invested

Capital invested by funds: $69.7M → $165M (+$95.3M)

19% more funds holding

Funds holding: 79 → 94 (+15)

1.06% more ownership

Funds ownership: 12.84% → 13.9% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

Holders
94
Holders Change
+15
Holders Change %
+18.99%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
29
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
+$3.29M
2
EC
Elequin Capital
New York
+$1.11M
3
Osaic Holdings
Osaic Holdings
Arizona
+$670K
4
LCM
Landscape Capital Management
New Jersey
+$552K
5
BCM
Bluefin Capital Management
New York
+$450K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.51M
3
GC
Guggenheim Capital
Illinois
-$1.31M
4
PAG
Private Advisor Group
New Jersey
-$492K
5
IWM
IHT Wealth Management
Illinois
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
D
51
Diversified
Delaware
$175K -$270K -33,116 -59%
LCM
52
Liberty Capital Management
Michigan
$175K – – –
PWA
53
Primoris Wealth Advisors
Florida
$168K +$16.3K +2,000 +10%
JP Morgan Chase
54
JP Morgan Chase
New York
$165K +$180K +22,051 New
FAN
55
Financial Advisors Network
California
$165K – – –
BS
56
Boenning & Scattergood
Pennsylvania
$158K -$3.04K -373 -2%
MFGM
57
Marshall Financial Group (Maryland)
Maryland
$154K – – –
HT
58
Heritage Trust
Oklahoma
$152K -$202K -24,790 -55%
WE
59
Wealth Effects
Massachusetts
$145K +$2.87K +352 +2%
AAS
60
Avantax Advisory Services
Texas
$145K +$21.7K +2,660 +16%
VF
61
Virtu Financial
New York
$130K +$141K +17,315 New
AWS
62
Atria Wealth Solutions
New York
$119K +$130K +15,882 New
GIA
63
Gladstone Institutional Advisory
Florida
$118K +$128K +15,697 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$118K +$128K +15,685 New
XF
65
XML Financial
Maryland
$117K – – –
CPC
66
Congress Park Capital
New York
$113K – – –
TPCW
67
TD Private Client Wealth
New York
$108K – – –
AWM
68
AE Wealth Management
Kansas
$105K -$40.8K -5,000 -26%
CA
69
CoreCap Advisors
Michigan
$92.4K +$101K +12,325 New
RG
70
Retirement Group
California
$85K +$35K +4,285 +61%
Jane Street
71
Jane Street
New York
$82.9K +$90.2K +11,050 New
SWP
72
Stratos Wealth Partners
Ohio
$81.5K -$20.4K -2,500 -19%
SBIA
73
Sheaff Brock Investment Advisors
Indiana
$79.7K – – –
ACP
74
Aviance Capital Partners
Florida
$76.5K – – –
IA
75
Insight Advisors
Pennsylvania
$76.2K – – –
1 2
3
4

ETJ Hedge Fund Activity: Q4 2022 in Review

94 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2022, worth a combined $165M — up 137% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ETJ positions and 6 closed out — a net gain of 17 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $3.29M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.88M.

  • 94 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2022, up from 79 in Q3 2022.
  • Funds reported $165M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2022, up 137% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2022 and 6 closed out, a net change of +17 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2022 was Shaker Financial Services, an estimated $3.29M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2022.