ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

96 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
Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.39%
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

1
GAA
1
Global Assets Advisory
Florida
$13.5M
2
CA
2
Cornerstone Advisors
North Carolina
$6.68M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.64M
4
SFS
4
Shaker Financial Services
Virginia
$2.8M
5
LCM
5
Landscape Capital Management
New Jersey
$1.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.95M
2
GC
2
Guggenheim Capital
Illinois
$7.38M
3
Wells Fargo
3
Wells Fargo
California
$1.77M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.49M
5
Ameriprise
5
Ameriprise
Minnesota
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$190K +$43.6K +5,225 +30%
PWA
52
Primoris Wealth Advisors
Florida
$187K +$1.85K +221 +1%
PS
53
Principal Securities
Iowa
$157K – – –
WE
54
Wealth Effects
Massachusetts
$157K – – –
AAS
55
Ameritas Advisory Services
Nebraska
$142K +$142K +17,228 New
FHA
56
Flagship Harbor Advisors
Massachusetts
$137K -$5.18K -620 -4%
LCM
57
Liberty Capital Management
Michigan
$135K – – –
BRWA
58
B. Riley Wealth Advisors
Florida
$131K +$131K +17,011 New
GIA
59
Gladstone Institutional Advisory
Florida
$130K -$1.34K -161 -1%
IAIM
60
International Assets Investment Management
Florida
$126K – – –
D
61
Diversified
Delaware
$126K +$1.26K +151 +1%
CPC
62
Congress Park Capital
New York
$125K – – –
DJYG
63
David J. Yvars Group
Florida
$125K +$2.36K +282 +2%
KAS
64
Kestra Advisory Services
Texas
$125K +$20.8K +2,485 +20%
MFGM
65
Marshall Financial Group (Maryland)
Maryland
$124K -$46.4K -5,558 -27%
TPCW
66
TD Private Client Wealth
New York
$121K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$117K +$10.9K +1,301 +10%
AA
68
AQR Arbitrage
Connecticut
$116K +$116K +13,871 New
RJT
69
Raymond James Trust
Florida
$109K +$109K +13,077 New
Walleye Capital
70
Walleye Capital
New York
$109K +$109K +13,009 New
MML Investors Services
71
MML Investors Services
Massachusetts
$105K +$12.3K +1,470 +13%
SWP
72
Stratos Wealth Partners
Ohio
$104K -$15.4K -1,844 -13%
AWS
73
Atria Wealth Solutions
New York
$98.8K +$242 +29 +0.2%
GWSG
74
GPS Wealth Strategies Group
Colorado
$96.1K – – –
SBIA
75
Sheaff Brock Investment Advisors
Indiana
$88.7K – – –
1 2
3
4