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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

110 hedge funds and large institutions have $132M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

6% more funds holding

Funds holding: 104 → 110 (+6)

3% more capital invested

Capital invested by funds: $128M → $132M (+$4M)

0.81% more ownership

Funds ownership: 21.01% → 21.82% (+0.81%)

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.04M
2
Raymond James Financial
Raymond James Financial
Florida
+$912K
3
CA
Cornerstone Advisors
North Carolina
+$862K
4
Calamos Advisors
Calamos Advisors
Illinois
+$802K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$691K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.78M
2
Morgan Stanley
Morgan Stanley
New York
-$859K
3
LSIA
LaSalle St. Investment Advisors
Illinois
-$626K
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$257K
5
Cohen & Steers
Cohen & Steers
New York
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
51
Formidable Asset Management
Ohio
$265K +$1.81K +202 +0.7%
SP
52
Successful Portfolios
Florida
$226K -$12.3K -1,374 -5%
MYIA
53
Mount Yale Investment Advisors
Colorado
$225K +$224K +25,000 New
Jane Street
54
Jane Street
New York
$217K +$63.3K +7,055 +41%
NS
55
NBC Securities
Alabama
$214K -$92.5K -10,306 -30%
SF
56
Summit Financial
New Jersey
$209K +$50K +5,570 +32%
AF
57
Allworth Financial
California
$195K +$14.5K +1,620 +8%
GS
58
GWN Securities
Florida
$179K – – –
SWP
59
Semus Wealth Partners
Florida
$167K -$85.8K -9,554 -34%
AAS
60
Ameritas Advisory Services
Nebraska
$163K +$8.98K +1,000 +6%
SPIA
61
Steward Partners Investment Advisory
New York
$160K – – –
PS
62
Principal Securities
Iowa
$154K -$7.29K -812 -5%
EAM
63
Everstar Asset Management
North Carolina
$152K – – –
FFA
64
Founders Financial Alliance
North Carolina
$147K +$147K +16,374 New
NAS
65
NWF Advisory Services
California
$147K +$8.98K +1,000 +7%
LCM
66
Liberty Capital Management
Michigan
$145K – – –
SFC
67
Strategic Financial Concepts
Texas
$145K – – –
PWA
68
Primoris Wealth Advisors
Florida
$144K +$36 +4 +0%
IAIM
69
International Assets Investment Management
Florida
$141K – – –
WE
70
Wealth Effects
Massachusetts
$139K – – –
FHA
71
Flagship Harbor Advisors
Massachusetts
$133K +$1.76K +196 +1%
WWM
72
Western Wealth Management
Colorado
$125K -$7.75K -863 -6%
CCG
73
Catalina Capital Group
California
$118K – – –
BRWA
74
B. Riley Wealth Advisors
Florida
$111K +$1.61K +179 +1%
MFGM
75
Marshall Financial Group (Maryland)
Maryland
$108K -$3.38K -377 -3%
1 2
3
4 5

ETJ Hedge Fund Activity: Q3 2025 in Review

110 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2025, worth a combined $132M — up 3.1% from $128M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETJ positions and 6 closed out — a net gain of 8 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $1.04M. The largest seller was Guggenheim Capital, cutting an estimated $1.78M.

  • 110 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2025, up from 104 in Q2 2025.
  • Funds reported $132M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2025, up 3.1% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2025 and 6 closed out, a net change of +8 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2025 was Invesco, an estimated $1.04M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2025 was Guggenheim Capital, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2025.