We are live on ! Find out more
ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

89 hedge funds and large institutions have $105M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

0.08% more ownership

Funds ownership: 18.69% → 18.77% (+0.08%)

8% less funds holding

Funds holding: 97 → 89 (-8)

8% less capital invested

Capital invested by funds: $115M → $105M (-$9.77M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
89
Holders Change
-8
Holders Change %
-8.25%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
34
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$4.19M
2
SFC
Strategic Financial Concepts
Texas
+$1.89M
3
Cohen & Steers
Cohen & Steers
New York
+$424K
4
Morgan Stanley
Morgan Stanley
New York
+$368K
5
IFG
Independent Financial Group
California
+$283K

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$13.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.39M
3
SFS
Shaker Financial Services
Virginia
-$1.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$346K
5
LCM
Landscape Capital Management
New Jersey
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$162K +$10.8K +1,278 +7%
WE
52
Wealth Effects
Massachusetts
$152K -$12.7K -1,500 -8%
LCM
53
Liberty Capital Management
Michigan
$142K – – –
FHA
54
Flagship Harbor Advisors
Massachusetts
$141K -$2.89K -341 -2%
GIA
55
Gladstone Institutional Advisory
Florida
$136K – – –
NAS
56
NWF Advisory Services
California
$134K – – –
DJYG
57
David J. Yvars Group
Florida
$134K +$2.54K +300 +2%
IAIM
58
International Assets Investment Management
Florida
$133K – – –
D
59
Diversified
Delaware
$132K +$25 +3 +0%
CPC
60
Congress Park Capital
New York
$132K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$117K -$6.04K -713 -5%
RJT
62
Raymond James Trust
Florida
$115K – – –
MML Investors Services
63
MML Investors Services
Massachusetts
$110K – – –
MFGM
64
Marshall Financial Group (Maryland)
Maryland
$109K -$21.3K -2,508 -17%
SP
65
Stonebrook Private
Michigan
$106K -$183K -21,617 -64%
GWSG
66
GPS Wealth Strategies Group
Colorado
$101K – – –
KAS
67
Kestra Advisory Services
Texas
$97.4K -$32.8K -3,866 -26%
SWP
68
Stratos Wealth Partners
Ohio
$92.5K -$16.6K -1,954 -16%
IA
69
Insight Advisors
Pennsylvania
$91.5K +$2K +236 +2%
OLVIG
70
Oliver Lagore Vanvalin Investment Group
Michigan
$85.2K – – –
CA
71
CoreCap Advisors
Michigan
$59.4K – – –
US Bancorp
72
US Bancorp
Minnesota
$52.8K – – –
PGAM
73
Princeton Global Asset Management
New Jersey
$50.5K – – –
OP
74
ORG Partners
Indiana
$44.1K – – –
CCMI
75
Creative Capital Management Investments
California
$41.2K – – –
1 2
3
4 5

ETJ Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2024, worth a combined $105M — down 8.5% from $115M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETJ and 6 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 34 added.

The largest buyer was Cornerstone Advisors, adding an estimated $4.19M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $13.5M sold.

  • 89 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2024, down from 97 in Q1 2024.
  • Funds reported $105M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2024 and 12 closed out, a net change of -6 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $4.19M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2024 was Global Assets Advisory, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2024.