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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

104 hedge funds and large institutions have $128M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

13% more funds holding

Funds holding: 92 → 104 (+12)

11% more capital invested

Capital invested by funds: $115M → $128M (+$12.9M)

0.8% more ownership

Funds ownership: 20.21% → 21.01% (+0.8%)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
26
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.19M
2
Morgan Stanley
Morgan Stanley
New York
+$1.69M
3
Raymond James Financial
Raymond James Financial
Florida
+$923K
4
Osaic Holdings
Osaic Holdings
Arizona
+$621K
5
AAM
Advisors Asset Management
Colorado
+$559K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.86M
2
GC
Guggenheim Capital
Illinois
-$1.18M
3
IFG
Independent Financial Group
California
-$477K
4
RAM
Readystate Asset Management
Illinois
-$351K
5
LCM
Landscape Capital Management
New Jersey
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
51
Formidable Asset Management
Ohio
$246K – – –
SP
52
Successful Portfolios
Florida
$239K – – –
AF
53
Allworth Financial
California
$182K +$173K +20,117 New
GS
54
GWN Securities
Florida
$180K +$172K +19,905 New
PS
55
Principal Securities
Iowa
$163K -$3.83K -444 -2%
SPIA
56
Steward Partners Investment Advisory
New York
$161K -$371 -43 -0.2%
SF
57
Summit Financial
New Jersey
$160K +$152K +17,675 New
AAS
58
Ameritas Advisory Services
Nebraska
$155K – – –
Jane Street
59
Jane Street
New York
$155K +$148K +17,124 New
EAM
60
Everstar Asset Management
North Carolina
$153K – – –
AWS
61
Atria Wealth Solutions
New York
$148K +$141K +16,352 New
LCM
62
Liberty Capital Management
Michigan
$146K – – –
SFC
63
Strategic Financial Concepts
Texas
$146K – – –
PWA
64
Primoris Wealth Advisors
Florida
$145K +$26 +3 +0%
IAIM
65
International Assets Investment Management
Florida
$141K +$17.2K +2,000 +15%
WE
66
Wealth Effects
Massachusetts
$140K -$24.1K -2,797 -15%
NAS
67
NWF Advisory Services
California
$138K – – –
WWM
68
Western Wealth Management
Colorado
$133K +$1.18K +137 +0.9%
FHA
69
Flagship Harbor Advisors
Massachusetts
$132K +$1.71K +198 +1%
KA
70
Kovack Advisors
Florida
$120K +$114K +13,247 New
CCG
71
Catalina Capital Group
California
$119K +$114K +13,172 New
OC
72
Oppenheimer & Co
New York
$119K – – –
MFGM
73
Marshall Financial Group (Maryland)
Maryland
$111K – – –
BRWA
74
B. Riley Wealth Advisors
Florida
$110K +$105K +12,149 New
CPC
75
Congress Park Capital
New York
$108K -$25.9K -3,000 -20%
1 2
3
4 5

ETJ Hedge Fund Activity: Q2 2025 in Review

104 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2025, worth a combined $128M — up 11% from $115M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETJ positions and 6 closed out — a net gain of 14 holders — while 26 added to existing stakes and 36 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.19M. The largest seller was Shaker Financial Services, cutting an estimated $1.86M.

  • 104 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2025, up from 92 in Q1 2025.
  • Funds reported $128M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2025 and 6 closed out, a net change of +14 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2025 was Cornerstone Advisors, an estimated $2.19M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2025.