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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

86 hedge funds and large institutions have $108M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $105M → $108M (+$2.86M)

0.6% less ownership

Funds ownership: 18.77% → 18.17% (-0.6%)

3% less funds holding

Funds holding: 89 → 86 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.4M
2
GC
Guggenheim Capital
Illinois
+$1.22M
3
IFG
Independent Financial Group
California
+$895K
4
IWM
IHT Wealth Management
Illinois
+$717K
5
SWA
Sax Wealth Advisors
New Jersey
+$527K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$3.5M
2
SFC
Strategic Financial Concepts
Texas
-$1.97M
3
LCM
Landscape Capital Management
New Jersey
-$1.27M
4
SFS
Shaker Financial Services
Virginia
-$1.24M
5
MWS
Maxwell Wealth Strategies
California
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
51
Principal Securities
Iowa
$177K – – –
WE
52
Wealth Effects
Massachusetts
$168K +$8.26K +925 +5%
AAS
53
Ameritas Advisory Services
Nebraska
$163K -$7.59K -850 -5%
FHA
54
Flagship Harbor Advisors
Massachusetts
$150K +$1.6K +179 +1%
LCM
55
Liberty Capital Management
Michigan
$149K – – –
DJYG
56
David J. Yvars Group
Florida
$143K +$2.71K +303 +2%
GIA
57
Gladstone Institutional Advisory
Florida
$143K – – –
NAS
58
NWF Advisory Services
California
$141K – – –
CPC
59
Congress Park Capital
New York
$138K – – –
GAA
60
Global Assets Advisory
Florida
$132K +$128K +14,350 New
D
61
Diversified
Delaware
$125K -$13.5K -1,512 -10%
DE
62
Diversified Enterprises
Delaware
$125K +$121K +13,569 New
SPIA
63
Steward Partners Investment Advisory
New York
$123K +$232 +26 +0.2%
RJT
64
Raymond James Trust
Florida
$120K – – –
MFGM
65
Marshall Financial Group (Maryland)
Maryland
$114K – – –
MML Investors Services
66
MML Investors Services
Massachusetts
$114K -$1.42K -159 -1%
WWM
67
Western Wealth Management
Colorado
$114K +$110K +12,367 New
GWSG
68
GPS Wealth Strategies Group
Colorado
$106K – – –
IA
69
Insight Advisors
Pennsylvania
$98.1K +$2.01K +225 +2%
SWP
70
Stratos Wealth Partners
Ohio
$97.4K +$393 +44 +0.4%
OLVIG
71
Oliver Lagore Vanvalin Investment Group
Michigan
$89.3K – – –
CA
72
CoreCap Advisors
Michigan
$62.3K – – –
PGAM
73
Princeton Global Asset Management
New Jersey
$53K – – –
CCMI
74
Creative Capital Management Investments
California
$43.2K – – –
PA
75
Parallel Advisors
California
$38.9K +$768 +86 +2%
1 2
3
4

ETJ Hedge Fund Activity: Q3 2024 in Review

86 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2024, worth a combined $108M — up 2.7% from $105M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ETJ and 8 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 29 added.

The largest buyer was International Assets Investment Management, adding an estimated $1.4M. The largest seller was Cornerstone Advisors, cutting an estimated $3.5M.

  • 86 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2024, down from 89 in Q2 2024.
  • Funds reported $108M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2024 and 11 closed out, a net change of -3 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $1.4M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2024.