ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

95 hedge funds and large institutions have $111M 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, 31 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
31
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$12.2M
2
SFS
2
Shaker Financial Services
Virginia
$2.63M
3
Wells Fargo
3
Wells Fargo
California
$2.82M
4
IAA
4
Independent Advisor Alliance
North Carolina
$590K
5
Invesco
5
Invesco
Georgia
$7.77M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$3.26M
2
IAIM
2
International Assets Investment Management
Florida
$126K
3
IWM
3
IHT Wealth Management
Illinois
$1.86M
4
SWA
4
Sax Wealth Advisors
New Jersey
$0
5
AAM
5
Advisors Asset Management
Colorado
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$187K +$6.52K +700 +4%
GAA
52
Global Assets Advisory
Florida
$179K +$46.2K +5,000 +35%
TSS
53
Two Sigma Securities
New York
$175K +$175K +18,796 New
PS
54
Principal Securities
Iowa
$172K -$7.85K -843 -4%
WE
55
Wealth Effects
Massachusetts
$170K – – –
RAM
56
Readystate Asset Management
Illinois
$164K +$164K +17,633 New
AAS
57
Ameritas Advisory Services
Nebraska
$160K -$4.66K -500 -3%
SPIA
58
Steward Partners Investment Advisory
New York
$157K +$32.9K +3,533 +27%
LCM
59
Liberty Capital Management
Michigan
$151K – – –
DJYG
60
David J. Yvars Group
Florida
$148K +$2.76K +296 +2%
FHA
61
Flagship Harbor Advisors
Massachusetts
$147K -$3.93K -422 -3%
CPC
62
Congress Park Capital
New York
$140K – – –
WWM
63
Western Wealth Management
Colorado
$135K +$19.8K +2,123 +17%
DE
64
Diversified Enterprises
Delaware
$126K -$289 -31 -0.2%
IAIM
65
International Assets Investment Management
Florida
$126K -$1.46M -157,780 -92%
MFGM
66
Marshall Financial Group (Maryland)
Maryland
$115K – – –
MML Investors Services
67
MML Investors Services
Massachusetts
$115K – – –
WA
68
Waverly Advisors
Alabama
$109K +$109K +11,710 New
GWSG
69
GPS Wealth Strategies Group
Colorado
$107K – – –
VIPI
70
Vista Investment Partners II
Indiana
$106K +$106K +11,347 New
GIA
71
Gladstone Institutional Advisory
Florida
$105K -$40K -4,296 -28%
FCA
72
FLC Capital Advisors
California
$104K +$104K +11,135 New
IA
73
Insight Advisors
Pennsylvania
$101K +$1.4K +150 +1%
OLVIG
74
Oliver Lagore Vanvalin Investment Group
Michigan
$90.3K – – –
CA
75
CoreCap Advisors
Michigan
$62.9K – – –
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