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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

97 hedge funds and large institutions have $115M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $95.3M → $115M (+$19.9M)

11% more funds holding

Funds holding: 87 → 97 (+10)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0.2% more ownership

Funds ownership: 18.49% → 18.69% (+0.2%)

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
29
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$1.66M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.35M
3
SFS
Shaker Financial Services
Virginia
+$1.03M
4
GAA
Global Assets Advisory
Florida
+$799K
5
LCM
Landscape Capital Management
New Jersey
+$687K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.83M
2
GC
Guggenheim Capital
Illinois
-$863K
3
Wells Fargo
Wells Fargo
California
-$520K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$240K
5
Ameriprise
Ameriprise
Minnesota
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$190K +$42.7K +5,225 +30%
PWA
52
Primoris Wealth Advisors
Florida
$187K +$1.81K +221 +1%
PS
53
Principal Securities
Iowa
$157K – – –
WE
54
Wealth Effects
Massachusetts
$157K – – –
AAS
55
Ameritas Advisory Services
Nebraska
$142K +$141K +17,228 New
FHA
56
Flagship Harbor Advisors
Massachusetts
$137K -$5.07K -620 -4%
LCM
57
Liberty Capital Management
Michigan
$135K – – –
BRWA
58
B. Riley Wealth Advisors
Florida
$131K +$139K +17,011 New
GIA
59
Gladstone Institutional Advisory
Florida
$130K -$1.32K -161 -1%
NAS
60
NWF Advisory Services
California
$128K – – –
IAIM
61
International Assets Investment Management
Florida
$126K – – –
D
62
Diversified
Delaware
$126K +$1.23K +151 +1%
CPC
63
Congress Park Capital
New York
$125K – – –
DJYG
64
David J. Yvars Group
Florida
$125K +$2.31K +282 +2%
KAS
65
Kestra Advisory Services
Texas
$125K +$20.3K +2,485 +20%
MFGM
66
Marshall Financial Group (Maryland)
Maryland
$124K -$45.4K -5,558 -27%
TPCW
67
TD Private Client Wealth
New York
$121K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$117K +$10.6K +1,301 +10%
AA
69
AQR Arbitrage
Connecticut
$116K +$113K +13,871 New
RJT
70
Raymond James Trust
Florida
$109K +$107K +13,077 New
Walleye Capital
71
Walleye Capital
New York
$109K +$106K +13,009 New
MML Investors Services
72
MML Investors Services
Massachusetts
$105K +$12K +1,470 +13%
SWP
73
Stratos Wealth Partners
Ohio
$104K -$15.1K -1,844 -13%
AWS
74
Atria Wealth Solutions
New York
$98.8K +$237 +29 +0.2%
GWSG
75
GPS Wealth Strategies Group
Colorado
$96.1K – – –
1 2
3
4 5

ETJ Hedge Fund Activity: Q1 2024 in Review

97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2024, worth a combined $115M — up 21% from $95.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETJ positions and 4 closed out — a net gain of 11 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.66M. The largest seller was Morgan Stanley, cutting an estimated $5.83M.

  • 97 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2024, up from 87 in Q4 2023.
  • Funds reported $115M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2024, up 21% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2024 and 4 closed out, a net change of +11 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $1.66M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2024.