ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

86 hedge funds and large institutions have $95.2M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.2M
2
LPL Financial
2
LPL Financial
California
$6.51M
3
CA
3
Cornerstone Advisors
North Carolina
$4.68M
4
Invesco
4
Invesco
Georgia
$6.29M
5
LCM
5
Landscape Capital Management
New Jersey
$734K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.98M
2
EC
2
Elequin Capital
New York
$51.6K
3
FA
3
Financial Alternatives
California
$2.52M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PGAM
76
Princeton Global Asset Management
New Jersey
$45.1K 5,752 – –
CCMI
77
Creative Capital Management Investments
California
$36.8K 4,694 – –
HI
78
Hoey Investments
Pennsylvania
$31.4K 4,000 – –
PA
79
Parallel Advisors
California
$31.1K 3,968 +83 +2%
Comerica Bank
80
Comerica Bank
Texas
$16.1K 2,048 – –
MCM
81
Manchester Capital Management
Vermont
$15.7K 2,000 – –
PTC
82
Private Trust Company
Ohio
$15.7K 2,000 – –
HCM
83
Hollencrest Capital Management
California
$12.2K 1,550 – –
SAM
84
Smartleaf Asset Management
Massachusetts
$10.5K 1,341 +1,341 New
IGWM
85
ICA Group Wealth Management
Colorado
$7.84K 1,000 +1,000 New
BWM
86
Baystate Wealth Management
Massachusetts
$3.95K 503 +503 New
SPC
87
Sigma Planning Corp
Michigan
– – -26,703 Closed
SFC
88
Strategic Financial Concepts
Texas
– – -23,000 Closed
FAN
89
Financial Advisors Network
California
– – -21,935 Closed
FSI
90
Flow State Investments
Illinois
– – -21,245 Closed
AAS
91
Ameritas Advisory Services
Nebraska
– – -17,228 Closed
BRWA
92
B. Riley Wealth Advisors
Florida
– – -17,011 Closed
AIA
93
Armor Investment Advisors
North Carolina
– – -11,450 Closed
AAS
94
Avantax Advisory Services
Texas
– – -10,104 Closed
LAS
95
LWM Advisory Services
Florida
– – -4,850 Closed
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
– – -867 Closed
FCA
97
FinTrust Capital Advisors
South Carolina
– – -500 Closed
CFB
98
Cullen/Frost Bankers
Texas
– – -413 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– – – –
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