ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

90 hedge funds and large institutions have $79.6M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.5M
2
CA
2
Cornerstone Advisors
North Carolina
$2.74M
3
SFS
3
Shaker Financial Services
Virginia
$1.43M
4
AAM
4
Advisors Asset Management
Colorado
$2.39M
5
Invesco
5
Invesco
Georgia
$5.72M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$367K
2
OIA
2
OneDigital Investment Advisors
Kansas
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.31M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$582K
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFGM
51
Marshall Financial Group (Maryland)
Maryland
$157K 20,468 – –
GAA
52
Global Assets Advisory
Florida
$154K 20,000 -2,000 -9%
WE
53
Wealth Effects
Massachusetts
$147K 19,174 -220 -1%
AAS
54
Ameritas Advisory Services
Nebraska
$135K 17,228 – –
FHA
55
Flagship Harbor Advisors
Massachusetts
$132K 17,143 +176 +1%
BRWA
56
B. Riley Wealth Advisors
Florida
$131K 17,011 -6,058 -26%
LCM
57
Liberty Capital Management
Michigan
$124K 16,170 -7,170 -31%
D
58
Diversified
Delaware
$123K 15,981 +39 +0.2%
IAIM
59
International Assets Investment Management
Florida
$122K 16,109 -4,000 -20%
CPC
60
Congress Park Capital
New York
$115K 15,000 – –
TPCW
61
TD Private Client Wealth
New York
$111K 14,466 – –
DJYG
62
David J. Yvars Group
Florida
$111K 14,397 +267 +2%
SWP
63
Stratos Wealth Partners
Ohio
$110K 14,290 +377 +3%
JWCA
64
J.W. Cole Advisors
Florida
$104K 13,533 -2,126 -14%
AWM
65
AE Wealth Management
Kansas
$102K 13,335 – –
MML Investors Services
66
MML Investors Services
Massachusetts
$96K 12,442 – –
KAS
67
Kestra Advisory Services
Texas
$95.3K 12,413 +12,413 New
SPIA
68
Steward Partners Investment Advisory
New York
$94.8K 12,339 +9,839 +394%
AWS
69
Atria Wealth Solutions
New York
$90.4K 11,776 +11,776 New
AIA
70
Armor Investment Advisors
North Carolina
$87.9K 11,450 – –
SBIA
71
Sheaff Brock Investment Advisors
Indiana
$81.6K 10,625 – –
IA
72
Insight Advisors
Pennsylvania
$78.3K 10,189 – –
AAS
73
Avantax Advisory Services
Texas
$77.6K 10,104 +10,104 New
OLVIG
74
Oliver Lagore Vanvalin Investment Group
Michigan
$74.5K 9,700 – –
SWM
75
Spire Wealth Management
Virginia
$59.2K 7,712 – –
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