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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

91 hedge funds and large institutions have $79.7M 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.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

8% more funds holding

Funds holding: 84 → 91 (+7)

6% more capital invested

Capital invested by funds: $75.1M → $79.7M (+$4.57M)

1.88% more ownership

Funds ownership: 13.9% → 15.79% (+1.9%)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% 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

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.95M
2
CA
Cornerstone Advisors
North Carolina
+$1.74M
3
SFS
Shaker Financial Services
Virginia
+$1.51M
4
AAM
Advisors Asset Management
Colorado
+$851K
5
Invesco
Invesco
Georgia
+$729K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$838K
2
OIA
OneDigital Investment Advisors
Kansas
-$163K
3
Ameriprise
Ameriprise
Minnesota
-$148K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$114K
5
AWA
Arete Wealth Advisors
Illinois
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
51
Marshall Financial Group (Maryland)
Maryland
$157K – – –
GAA
52
Global Assets Advisory
Florida
$154K -$16.1K -2,000 -9%
WE
53
Wealth Effects
Massachusetts
$147K -$1.77K -220 -1%
AAS
54
Ameritas Advisory Services
Nebraska
$135K – – –
FHA
55
Flagship Harbor Advisors
Massachusetts
$132K +$1.42K +176 +1%
BRWA
56
B. Riley Wealth Advisors
Florida
$131K -$48.9K -6,058 -26%
LCM
57
Liberty Capital Management
Michigan
$124K -$57.8K -7,170 -31%
D
58
Diversified
Delaware
$123K +$315 +39 +0.2%
IAIM
59
International Assets Investment Management
Florida
$122K -$32.3K -4,000 -20%
NAS
60
NWF Advisory Services
California
$119K – – –
CPC
61
Congress Park Capital
New York
$115K – – –
TPCW
62
TD Private Client Wealth
New York
$111K – – –
DJYG
63
David J. Yvars Group
Florida
$111K +$2.15K +267 +2%
SWP
64
Stratos Wealth Partners
Ohio
$110K +$3.04K +377 +3%
JWCA
65
J.W. Cole Advisors
Florida
$104K -$17.2K -2,126 -14%
AWM
66
AE Wealth Management
Kansas
$102K – – –
MML Investors Services
67
MML Investors Services
Massachusetts
$96K – – –
KAS
68
Kestra Advisory Services
Texas
$95.3K +$100K +12,413 New
SPIA
69
Steward Partners Investment Advisory
New York
$94.8K +$79.4K +9,839 +394%
AWS
70
Atria Wealth Solutions
New York
$90.4K +$95K +11,776 New
AIA
71
Armor Investment Advisors
North Carolina
$87.9K – – –
SBIA
72
Sheaff Brock Investment Advisors
Indiana
$81.6K – – –
IA
73
Insight Advisors
Pennsylvania
$78.3K – – –
AAS
74
Avantax Advisory Services
Texas
$77.6K +$81.5K +10,104 New
OLVIG
75
Oliver Lagore Vanvalin Investment Group
Michigan
$74.5K – – –
1 2
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ETJ Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2023, worth a combined $79.7M — up 6.1% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ETJ positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.95M. The largest seller was Stifel Financial, cutting an estimated $838K.

  • 91 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2023, up from 84 in Q2 2023.
  • Funds reported $79.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2023, up 6.1% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2023 and 6 closed out, a net change of +7 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2023 was Osaic Holdings, an estimated $2.95M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2023 was Stifel Financial, an estimated $838K sold.

Based on aggregated 13F filings for Q3 2023.