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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

79 hedge funds and large institutions have $69.7M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

3% more capital invested

Capital invested by funds: $67.4M → $69.7M (+$2.25M)

0.62% more ownership

Funds ownership: 12.22% → 12.84% (+0.62%)

9% less funds holding

Funds holding: 87 → 79 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
38
Reduced
17
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.67M
2
Stifel Financial
Stifel Financial
Missouri
+$919K
3
Osaic Holdings
Osaic Holdings
Arizona
+$538K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$297K
5
ASN
Advisory Services Network
Georgia
+$279K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$895K
2
LPL Financial
LPL Financial
California
-$274K
3
RJA
Raymond James & Associates
Florida
-$196K
4
CA
CoreCap Advisors
Michigan
-$155K
5
ARC
Advisor Resource Council
Texas
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Sugarloaf Wealth Management
Georgia
$3K +$74 +8 +3%
EIP
77
Ellis Investment Partners
Pennsylvania
$3K +$101 +11 +3%
FHC
78
First Heartland Consultants
Missouri
$170 +$190K +20,653 New
CA
79
CoreCap Advisors
Michigan
– -$155K -18,545 Closed
ARC
80
Advisor Resource Council
Texas
– -$154K -18,370 Closed
9WM
81
9258 Wealth Management
Ohio
– -$99K -11,763 Closed
HCM
82
Hollencrest Capital Management
California
– -$95K -11,350 Closed
RJT
83
Raymond James Trust
Florida
– -$91K -10,837 Closed
WAP
84
Wealthcare Advisory Partners
Pennsylvania
– -$86K -10,300 Closed
MML Investors Services
85
MML Investors Services
Massachusetts
– -$84K -10,050 Closed
SWM
86
Spire Wealth Management
Virginia
– -$70K -8,363 Closed
SWM
87
SeaCrest Wealth Management
New York
– -$56K -6,646 Closed
AIP
88
Ahrens Investment Partners
Louisiana
– -$21K -2,500 Closed
AW
89
ACG Wealth
Georgia
– -$10K -1,230 Closed
CBT
90
CoreFirst Bank & Trust
Kansas
– -$9K -1,125 Closed
FMP
91
Financial Management Professionals
Texas
– -$4K -447 Closed
1 2 3
4

ETJ Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2022, worth a combined $69.7M — up 3.3% from $67.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ETJ and 5 opened new positions — a net loss of 8 holders — while 17 trimmed existing stakes and 38 added.

The largest buyer was Morgan Stanley, adding an estimated $2.67M. The largest seller was Guggenheim Capital, cutting an estimated $895K.

  • 79 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2022, down from 87 in Q2 2022.
  • Funds reported $69.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2022, up 3.3% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2022 and 13 closed out, a net change of -8 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2022 was Morgan Stanley, an estimated $2.67M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2022 was Guggenheim Capital, an estimated $895K sold.

Based on aggregated 13F filings for Q3 2022.