ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

86 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 5 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
34
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$11.4M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.89M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.63M
4
UBS Group
4
UBS Group
Switzerland
$841K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.89M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.7M
3
SFS
3
Shaker Financial Services
Virginia
$1.84M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
LCM
5
Landscape Capital Management
New Jersey
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
WE
51
Wealth Effects
Massachusetts
$152K -$13.2K -1,500 -8%
LCM
52
Liberty Capital Management
Michigan
$142K – – –
GIA
53
Gladstone Institutional Advisory
Florida
$136K – – –
DJYG
54
David J. Yvars Group
Florida
$134K +$2.63K +300 +2%
IAIM
55
International Assets Investment Management
Florida
$133K – – –
D
56
Diversified
Delaware
$132K +$26 +3 +0%
CPC
57
Congress Park Capital
New York
$132K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$117K -$6.26K -713 -5%
RJT
59
Raymond James Trust
Florida
$115K – – –
MML Investors Services
60
MML Investors Services
Massachusetts
$110K – – –
MFGM
61
Marshall Financial Group (Maryland)
Maryland
$109K -$22K -2,508 -17%
SP
62
Stonebrook Private
Michigan
$106K -$190K -21,617 -64%
GWSG
63
GPS Wealth Strategies Group
Colorado
$101K – – –
KAS
64
Kestra Advisory Services
Texas
$97.4K -$33.9K -3,866 -26%
SWP
65
Stratos Wealth Partners
Ohio
$92.5K -$17.2K -1,954 -16%
IA
66
Insight Advisors
Pennsylvania
$91.5K +$2.07K +236 +2%
OLVIG
67
Oliver Lagore Vanvalin Investment Group
Michigan
$85.2K – – –
CA
68
CoreCap Advisors
Michigan
$59.4K – – –
US Bancorp
69
US Bancorp
Minnesota
$52.8K – – –
PGAM
70
Princeton Global Asset Management
New Jersey
$50.5K – – –
OP
71
ORG Partners
Indiana
$44.1K – – –
CCMI
72
Creative Capital Management Investments
California
$41.2K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$37.7K – – –
PA
74
Parallel Advisors
California
$36.3K +$755 +86 +2%
HI
75
Hoey Investments
Pennsylvania
$35.1K – – –
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3
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