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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

88 hedge funds and large institutions have $85.1M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11% more funds holding

Funds holding: 79 → 88 (+9)

4% more capital invested

Capital invested by funds: $81.8M → $85.1M (+$3.29M)

0.46% more ownership

Funds ownership: 11.97% → 12.42% (+0.46%)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
30
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.27M
2
GC
Guggenheim Capital
Illinois
+$1.13M
3
LPL Financial
LPL Financial
California
+$806K
4
ARC
Advisor Resource Council
Texas
+$424K
5
CBA
Coastal Bridge Advisors
Connecticut
+$397K

Top Sellers

Rank Fund Capital Flow
1
AIP
Ahrens Investment Partners
Louisiana
-$885K
2
MML Investors Services
MML Investors Services
Massachusetts
-$474K
3
PAG
Private Advisor Group
New Jersey
-$452K
4
FAM
Formidable Asset Management
Ohio
-$418K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
76
American Portfolios Advisors
New York
$16.6K – – –
CA
77
Cornerstone Advisory
Maryland
$14K +$14.8K +1,336 New
CBT
78
CoreFirst Bank & Trust
Kansas
$12K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.39K +579 New
FCA
80
FinTrust Capital Advisors
South Carolina
$5K – – –
PCMC
81
Paragon Capital Management (Colorado)
Colorado
$5K +$4.85K +439 New
MTWM
82
Masso Torrence Wealth Management
New Jersey
$5K +$5.52K +500 New
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$4K – – –
EIP
84
Ellis Investment Partners
Pennsylvania
$4K +$88 +8 +2%
SWM
85
Sugarloaf Wealth Management
Georgia
$3K +$66 +6 +2%
TRCT
86
Tower Research Capital (TRC)
New York
$3K +$3.09K +280 New
FAM
87
Formidable Asset Management
Ohio
– -$418K -39,092 Closed
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
– -$310K -29,034 Closed
WA
89
WESPAC Advisors
California
– -$128K -12,000 Closed
HI
90
Harbour Investments
Wisconsin
– -$43K -3,983 Closed
CFD
91
Creative Financial Designs
Indiana
– -$35K -3,246 Closed
CFA
92
Carroll Financial Associates
North Carolina
– -$29K -2,768 Closed
Citigroup
93
Citigroup
New York
– -$26K -2,394 Closed
AWA
94
Arkadios Wealth Advisors
Georgia
– -$20K -1,925 Closed
CFGS
95
Concourse Financial Group Securities
Alabama
– -$12K -1,087 Closed
BC
96
Bartlett & Co
Ohio
– -$2K -150 Closed
BCWM
97
Bartlett & Co Wealth Management
Ohio
– -$1.6K -150 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– +$11 +1 New
1 2 3
4

ETJ Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2021, worth a combined $85.1M — up 4% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETJ positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.27M. The largest seller was Ahrens Investment Partners, cutting an estimated $885K.

  • 88 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2021, up from 79 in Q3 2021.
  • Funds reported $85.1M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2021, up 4% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2021 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2021 was Janney Montgomery Scott, an estimated $1.27M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2021 was Ahrens Investment Partners, an estimated $885K sold.

Based on aggregated 13F filings for Q4 2021.