Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
86 hedge funds and large institutions have $87.6M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 13 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
8% more capital invested
Capital invested by funds: $81.4M → $87.6M (+$6.14M)
0.4% more ownership
Funds ownership: 12.31% → 12.71% (+0.4%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2% less funds holding
Funds holding: 88 → 86 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.02M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.57M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.5M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.03M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$718K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.19M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.78M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.11M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.03M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$411K |
ETJ Hedge Fund Activity: Q1 2021 in Review
86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2021, worth a combined $87.6M — up 7.5% from $81.4M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ETJ and 12 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 28 added.
The largest buyer was Ameriprise, adding an estimated $4.02M. The largest seller was Morgan Stanley, cutting an estimated $2.19M.
- 86 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2021, down from 88 in Q4 2020.
- Funds reported $87.6M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2021, up 7.5% quarter-over-quarter.
- 12 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2021 and 13 closed out, a net change of -1 holder.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2021 was Ameriprise, an estimated $4.02M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2021 was Morgan Stanley, an estimated $2.19M sold.
Based on aggregated 13F filings for Q1 2021.