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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

96 hedge funds and large institutions have $113M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

12% more funds holding

Funds holding: 86 → 96 (+10)

4% more capital invested

Capital invested by funds: $108M → $113M (+$4.25M)

0.21% more ownership

Funds ownership: 18.17% → 18.39% (+0.21%)

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
32
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.86M
2
SFS
Shaker Financial Services
Virginia
+$1.96M
3
Wells Fargo
Wells Fargo
California
+$766K
4
IAA
Independent Advisor Alliance
North Carolina
+$589K
5
Invesco
Invesco
Georgia
+$314K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$5.12M
2
IAIM
International Assets Investment Management
Florida
-$1.47M
3
IWM
IHT Wealth Management
Illinois
-$741K
4
SWA
Sax Wealth Advisors
New Jersey
-$543K
5
AAM
Advisors Asset Management
Colorado
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$192K +$191K +20,594 New
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$187K +$6.5K +700 +4%
GAA
53
Global Assets Advisory
Florida
$179K +$46.5K +5,000 +35%
TSS
54
Two Sigma Securities
New York
$175K +$175K +18,796 New
PS
55
Principal Securities
Iowa
$172K -$7.83K -843 -4%
WE
56
Wealth Effects
Massachusetts
$170K – – –
RAM
57
Readystate Asset Management
Illinois
$164K +$164K +17,633 New
AAS
58
Ameritas Advisory Services
Nebraska
$160K -$4.65K -500 -3%
SPIA
59
Steward Partners Investment Advisory
New York
$157K +$32.8K +3,533 +27%
LCM
60
Liberty Capital Management
Michigan
$151K – – –
DJYG
61
David J. Yvars Group
Florida
$148K +$2.75K +296 +2%
FHA
62
Flagship Harbor Advisors
Massachusetts
$147K -$3.92K -422 -3%
CPC
63
Congress Park Capital
New York
$140K – – –
WWM
64
Western Wealth Management
Colorado
$135K +$19.7K +2,123 +17%
DE
65
Diversified Enterprises
Delaware
$126K -$288 -31 -0.2%
IAIM
66
International Assets Investment Management
Florida
$126K -$1.47M -157,780 -92%
MFGM
67
Marshall Financial Group (Maryland)
Maryland
$115K – – –
MML Investors Services
68
MML Investors Services
Massachusetts
$115K – – –
WA
69
Waverly Advisors
Alabama
$109K +$109K +11,710 New
GWSG
70
GPS Wealth Strategies Group
Colorado
$107K – – –
VIPI
71
Vista Investment Partners II
Indiana
$106K +$105K +11,347 New
GIA
72
Gladstone Institutional Advisory
Florida
$105K -$39.9K -4,296 -28%
FCA
73
FLC Capital Advisors
California
$104K +$103K +11,135 New
IA
74
Insight Advisors
Pennsylvania
$101K +$1.39K +150 +1%
OLVIG
75
Oliver Lagore Vanvalin Investment Group
Michigan
$90.3K – – –
1 2
3
4

ETJ Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2024, worth a combined $113M — up 3.9% from $108M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETJ positions and 4 closed out — a net gain of 15 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.86M. The largest seller was Cornerstone Advisors, cutting an estimated $5.12M.

  • 96 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2024, up from 86 in Q3 2024.
  • Funds reported $113M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2024 and 4 closed out, a net change of +15 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $2.86M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2024.