ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

84 hedge funds and large institutions have $107M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$9.22M
2
IWM
2
IHT Wealth Management
Illinois
$2.57M
3
SWA
3
Sax Wealth Advisors
New Jersey
$543K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.81M
5
Invesco
5
Invesco
Georgia
$7.38M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$8.31M
2
SFC
2
Strategic Financial Concepts
Texas
$259K
3
SFS
3
Shaker Financial Services
Virginia
$659K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
MWS
5
Maxwell Wealth Strategies
California
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
WE
51
Wealth Effects
Massachusetts
$168K +$8.52K +925 +5%
AAS
52
Ameritas Advisory Services
Nebraska
$163K -$7.83K -850 -5%
FHA
53
Flagship Harbor Advisors
Massachusetts
$150K +$150K +16,255 New
LCM
54
Liberty Capital Management
Michigan
$149K – – –
DJYG
55
David J. Yvars Group
Florida
$143K +$2.79K +303 +2%
GIA
56
Gladstone Institutional Advisory
Florida
$143K – – –
CPC
57
Congress Park Capital
New York
$138K – – –
GAA
58
Global Assets Advisory
Florida
$132K +$132K +14,350 New
D
59
Diversified
Delaware
$125K -$13.9K -1,512 -10%
DE
60
Diversified Enterprises
Delaware
$125K +$125K +13,569 New
SPIA
61
Steward Partners Investment Advisory
New York
$123K +$239 +26 +0.2%
RJT
62
Raymond James Trust
Florida
$120K – – –
MFGM
63
Marshall Financial Group (Maryland)
Maryland
$114K – – –
MML Investors Services
64
MML Investors Services
Massachusetts
$114K -$1.46K -159 -1%
WWM
65
Western Wealth Management
Colorado
$114K +$114K +12,367 New
GWSG
66
GPS Wealth Strategies Group
Colorado
$106K – – –
IA
67
Insight Advisors
Pennsylvania
$98.1K +$2.07K +225 +2%
SWP
68
Stratos Wealth Partners
Ohio
$97.4K +$405 +44 +0.4%
OLVIG
69
Oliver Lagore Vanvalin Investment Group
Michigan
$89.3K – – –
CA
70
CoreCap Advisors
Michigan
$62.3K – – –
PGAM
71
Princeton Global Asset Management
New Jersey
$53K – – –
CCMI
72
Creative Capital Management Investments
California
$43.2K – – –
PA
73
Parallel Advisors
California
$38.9K +$792 +86 +2%
HI
74
Hoey Investments
Pennsylvania
$35.1K – – –
GWM
75
Geneos Wealth Management
Colorado
$22.8K +$22.8K +2,475 New
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3
4