We are live on ! Find out more
ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

92 hedge funds and large institutions have $115M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

1.82% more ownership

Funds ownership: 18.39% → 20.21% (+1.8%)

2% more capital invested

Capital invested by funds: $113M → $115M (+$2.59M)

4% less funds holding

Funds holding: 96 → 92 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% 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
34
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11.1M
2
CA
Cornerstone Advisors
North Carolina
+$2.42M
3
SFS
Shaker Financial Services
Virginia
+$2.12M
4
Creative Planning
Creative Planning
Kansas
+$1.92M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$3.6M
2
AAM
Advisors Asset Management
Colorado
-$763K
3
GC
Guggenheim Capital
Illinois
-$623K
4
IAA
Independent Advisor Alliance
North Carolina
-$590K
5
FA
Financial Alternatives
California
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
51
Principal Securities
Iowa
$172K – – –
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$170K – – –
AAS
53
Ameritas Advisory Services
Nebraska
$160K – – –
Baird Financial Group
54
Baird Financial Group
Wisconsin
$156K +$166K +18,428 New
WE
55
Wealth Effects
Massachusetts
$154K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$151K +$8.88K +988 +6%
EAM
57
Everstar Asset Management
North Carolina
$143K -$127K -14,100 -45%
LCM
58
Liberty Capital Management
Michigan
$137K – – –
SFC
59
Strategic Financial Concepts
Texas
$136K -$89.9K -10,000 -38%
PWA
60
Primoris Wealth Advisors
Florida
$136K -$48.4K -5,389 -25%
NAS
61
NWF Advisory Services
California
$129K +$137K +15,300 New
CPC
62
Congress Park Capital
New York
$127K – – –
WWM
63
Western Wealth Management
Colorado
$124K +$1.2K +134 +0.9%
FHA
64
Flagship Harbor Advisors
Massachusetts
$122K -$13.1K -1,453 -9%
IAIM
65
International Assets Investment Management
Florida
$115K – – –
OC
66
Oppenheimer & Co
New York
$111K +$118K +13,142 New
MFGM
67
Marshall Financial Group (Maryland)
Maryland
$105K – – –
MML Investors Services
68
MML Investors Services
Massachusetts
$101K -$4.4K -490 -4%
DE
69
Diversified Enterprises
Delaware
$100K -$15.2K -1,694 -13%
WA
70
Waverly Advisors
Alabama
$97.8K -$1.35K -150 -1%
GWSG
71
GPS Wealth Strategies Group
Colorado
$97.4K – – –
VIPI
72
Vista Investment Partners II
Indiana
$96K – – –
GIA
73
Gladstone Institutional Advisory
Florida
$95.1K – – –
FCA
74
FLC Capital Advisors
California
$94.2K – – –
IA
75
Insight Advisors
Pennsylvania
$94K +$2.84K +316 +3%
1 2
3
4 5

ETJ Hedge Fund Activity: Q1 2025 in Review

92 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2025, worth a combined $115M — up 2.3% from $113M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ETJ and 8 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 34 added.

The largest buyer was LPL Financial, adding an estimated $11.1M. The largest seller was Janney Montgomery Scott, cutting an estimated $3.6M.

  • 92 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $115M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2025 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2025 was LPL Financial, an estimated $11.1M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2025 was Janney Montgomery Scott, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2025.