ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

90 hedge funds and large institutions have $79.6M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.5M
2
CA
2
Cornerstone Advisors
North Carolina
$2.74M
3
SFS
3
Shaker Financial Services
Virginia
$1.43M
4
AAM
4
Advisors Asset Management
Colorado
$2.39M
5
Invesco
5
Invesco
Georgia
$5.72M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$367K
2
OIA
2
OneDigital Investment Advisors
Kansas
$0
3
Ameriprise
3
Ameriprise
Minnesota
$3.31M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$582K
5
AWA
5
Arete Wealth Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RG
76
Retirement Group
California
$58.8K 7,655 -3,710 -33%
US Bancorp
77
US Bancorp
Minnesota
$46.2K 6,017 – –
PGAM
78
Princeton Global Asset Management
New Jersey
$44.2K 5,752 – –
LAS
79
LWM Advisory Services
Florida
$37.2K 4,850 +4,850 New
CCMI
80
Creative Capital Management Investments
California
$36.1K 4,694 +4,694 New
HI
81
Hoey Investments
Pennsylvania
$30.7K 4,000 – –
PA
82
Parallel Advisors
California
$29.8K 3,885 +76 +2%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$23.2K 3,026 – –
Comerica Bank
84
Comerica Bank
Texas
$15.7K 2,048 +2,048 New
PTC
85
Private Trust Company
Ohio
$15.4K 2,000 +2,000 New
MCM
86
Manchester Capital Management
Vermont
$15.4K 2,000 +2,000 New
HCM
87
Hollencrest Capital Management
California
$11.9K 1,550 – –
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$6.66K 867 – –
FCA
89
FinTrust Capital Advisors
South Carolina
$3.84K 500 -6,208 -93%
CFB
90
Cullen/Frost Bankers
Texas
$3.17K 413 – –
OIA
91
OneDigital Investment Advisors
Kansas
– – -19,808 Closed
AWA
92
Arete Wealth Advisors
Illinois
– – -12,421 Closed
OP
93
ORG Partners
Indiana
– – -5,000 Closed
IGWM
94
ICA Group Wealth Management
Colorado
– – -1,000 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
– – -558 Closed
TRCT
96
Tower Research Capital (TRC)
New York
– – -4 Closed
DJSG
97
D.J. St. Germain
Massachusetts
– – – –
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
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4