ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

86 hedge funds and large institutions have $95.2M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.2M
2
LPL Financial
2
LPL Financial
California
$6.51M
3
CA
3
Cornerstone Advisors
North Carolina
$4.68M
4
Invesco
4
Invesco
Georgia
$6.29M
5
LCM
5
Landscape Capital Management
New Jersey
$734K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.98M
2
EC
2
Elequin Capital
New York
$51.6K
3
FA
3
Financial Alternatives
California
$2.52M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
51
Liberty Capital Management
Michigan
$127K 16,170 – –
GIA
52
Gladstone Institutional Advisory
Florida
$123K 15,697 -6,655 -30%
WAM
53
Weiss Asset Management
Massachusetts
$119K 15,238 +15,238 New
IAIM
54
International Assets Investment Management
Florida
$118K 15,109 -1,000 -6%
CPC
55
Congress Park Capital
New York
$118K 15,000 – –
D
56
Diversified
Delaware
$117K 14,927 -1,054 -7%
GAA
57
Global Assets Advisory
Florida
$117K 15,000 -5,000 -25%
DJYG
58
David J. Yvars Group
Florida
$115K 14,684 +287 +2%
TPCW
59
TD Private Client Wealth
New York
$113K 14,466 – –
SWP
60
Stratos Wealth Partners
Ohio
$112K 14,332 +42 +0.3%
JWCA
61
J.W. Cole Advisors
Florida
$105K 13,403 -130 -1%
SPIA
62
Steward Partners Investment Advisory
New York
$99.7K 12,717 +378 +3%
AWM
63
AE Wealth Management
Kansas
$97.9K 12,335 -1,000 -7%
KAS
64
Kestra Advisory Services
Texas
$97.8K 12,469 +56 +0.5%
AWS
65
Atria Wealth Solutions
New York
$92.6K 11,806 +30 +0.3%
GWSG
66
GPS Wealth Strategies Group
Colorado
$90.2K 11,509 -12,752 -53%
MML Investors Services
67
MML Investors Services
Massachusetts
$87K 11,089 -1,353 -11%
SBIA
68
Sheaff Brock Investment Advisors
Indiana
$83.3K 10,625 – –
IA
69
Insight Advisors
Pennsylvania
$79.9K 10,189 – –
OLVIG
70
Oliver Lagore Vanvalin Investment Group
Michigan
$76K 9,700 – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$69K 8,798 +5,772 +191%
SWM
72
Spire Wealth Management
Virginia
$61.6K 7,712 – –
RG
73
Retirement Group
California
$60K 7,655 – –
EC
74
Elequin Capital
New York
$51.6K 6,585 -44,880 -87%
US Bancorp
75
US Bancorp
Minnesota
$47.2K 6,017 – –
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