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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

119 hedge funds and large institutions have $132M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more funds holding

Funds holding: 110 → 119 (+9)

0.45% more ownership

Funds ownership: 21.82% → 22.27% (+0.45%)

0% more capital invested

Capital invested by funds: $132M → $132M (+$219K)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
119
Holders Change
+9
Holders Change %
+8.18%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
37
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.75M
2
GC
Guggenheim Capital
Illinois
+$1.63M
3
RL
RPO LLC
Connecticut
+$1.21M
4
Raymond James Financial
Raymond James Financial
Florida
+$815K
5
P
&Partners
Tennessee
+$639K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$1.83M
2
Cohen & Steers
Cohen & Steers
New York
-$1.73M
3
Morgan Stanley
Morgan Stanley
New York
-$1.69M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$1.11M
5
Wells Fargo
Wells Fargo
California
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Arlington Capital Management
Illinois
$301K -$9.66K -1,095 -3%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$290K -$18.9K -2,144 -6%
SPC
53
Sigma Planning Corp
Michigan
$278K -$2.08K -236 -0.7%
FAM
54
Formidable Asset Management
Ohio
$254K -$9.37K -1,062 -4%
SP
55
Successful Portfolios
Florida
$247K +$22.1K +2,500 +10%
SWA
56
Stratos Wealth Advisors
Ohio
$247K -$17.6K -2,000 -7%
CEFA
57
Closed-End Fund Advisors
Virginia
$224K +$224K +25,416 New
MYIA
58
Mount Yale Investment Advisors
Colorado
$221K – – –
VAS
59
Vestmark Advisory Solutions
Massachusetts
$221K +$221K +25,000 New
EAM
60
Everstar Asset Management
North Carolina
$218K +$25K +2,831 +17%
WWM
61
Western Wealth Management
Colorado
$217K +$94K +10,650 +77%
WA
62
WESPAC Advisors
California
$212K -$83.8K -9,500 -28%
HWMG
63
Harbour Wealth Management Group
South Carolina
$201K +$201K +22,790 New
AC
64
Almitas Capital
California
$182K +$182K +20,661 New
AF
65
Allworth Financial
California
$177K -$14.3K -1,620 -7%
GS
66
GWN Securities
Florida
$176K – – –
IAIM
67
International Assets Investment Management
Florida
$164K +$26.5K +3,000 +19%
NS
68
NBC Securities
Alabama
$163K -$46.7K -5,298 -22%
FFA
69
Founders Financial Alliance
North Carolina
$162K +$17.5K +1,983 +12%
SPIA
70
Steward Partners Investment Advisory
New York
$159K +$1.93K +219 +1%
SWP
71
Semus Wealth Partners
Florida
$145K -$19K -2,156 -12%
NAS
72
NWF Advisory Services
California
$144K – – –
PWA
73
Primoris Wealth Advisors
Florida
$142K +$35 +4 +0%
KA
74
Kovack Advisors
Florida
$142K +$142K +16,052 New
PFS
75
Prospera Financial Services
Texas
$139K +$139K +15,721 New
1 2
3
4 5

ETJ Hedge Fund Activity: Q4 2025 in Review

119 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2025, worth a combined $132M — up 0.17% from $132M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ETJ positions and 7 closed out — a net gain of 9 holders — while 37 added to existing stakes and 44 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $1.75M. The largest seller was Cornerstone Advisors, cutting an estimated $1.83M.

  • 119 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2025, up from 110 in Q3 2025.
  • Funds reported $132M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2025, up 0.17% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2025 and 7 closed out, a net change of +9 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2025 was Focus Partners Wealth, an estimated $1.75M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2025.