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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

89 hedge funds and large institutions have $105M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

0.08% more ownership

Funds ownership: 18.69% → 18.77% (+0.08%)

8% less funds holding

Funds holding: 97 → 89 (-8)

8% less capital invested

Capital invested by funds: $115M → $105M (-$9.77M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
89
Holders Change
-8
Holders Change %
-8.25%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
34
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$4.19M
2
SFC
Strategic Financial Concepts
Texas
+$1.89M
3
Cohen & Steers
Cohen & Steers
New York
+$424K
4
Morgan Stanley
Morgan Stanley
New York
+$368K
5
IFG
Independent Financial Group
California
+$283K

Top Sellers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
-$13.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.39M
3
SFS
Shaker Financial Services
Virginia
-$1.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$346K
5
LCM
Landscape Capital Management
New Jersey
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$37.7K – – –
PA
77
Parallel Advisors
California
$36.3K +$729 +86 +2%
HI
78
Hoey Investments
Pennsylvania
$35.1K – – –
SFC
79
Strategic Financial Concepts
Texas
$28.1K +$1.89M +222,966 +858%
Comerica Bank
80
Comerica Bank
Texas
$18K – – –
MCM
81
Manchester Capital Management
Vermont
$17.6K – – –
PTC
82
Private Trust Company
Ohio
$17.6K – – –
HCM
83
Hollencrest Capital Management
California
$13.6K – – –
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$13.3K +$12.7K +1,500 New
PFA
85
Pathway Financial Advisers
Indiana
$12.3K +$11.9K +1,400 New
SAM
86
Smartleaf Asset Management
Massachusetts
$11.2K -$161 -19 -1%
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.89K +$5.7K +672 New
RWMG
88
Redwood Wealth Management Group
New Jersey
$5.27K +$5.08K +600 New
FHC
89
First Heartland Consultants
Missouri
$779 -$20.7K -2,440 -3%
GAA
90
Global Assets Advisory
Florida
– -$13.5M -112,725 Closed
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
– -$346K -41,381 Closed
BRWA
92
B. Riley Wealth Advisors
Florida
– -$131K -17,011 Closed
TPCW
93
TD Private Client Wealth
New York
– -$121K -14,466 Closed
AA
94
AQR Arbitrage
Connecticut
– -$116K -13,871 Closed
Walleye Capital
95
Walleye Capital
New York
– -$109K -13,009 Closed
AWS
96
Atria Wealth Solutions
New York
– -$98.8K -11,835 Closed
SWM
97
Spire Wealth Management
Virginia
– -$64.4K -7,712 Closed
JP Morgan Chase
98
JP Morgan Chase
New York
– -$24.6K -2,947 Closed
FIM
99
Fernwood Investment Management
Massachusetts
– -$12.5K -1,500 Closed
IGWM
100
ICA Group Wealth Management
Colorado
– -$8.35K -1,000 Closed
1 2 3
4
5

ETJ Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2024, worth a combined $105M — down 8.5% from $115M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETJ and 6 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 34 added.

The largest buyer was Cornerstone Advisors, adding an estimated $4.19M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $13.5M sold.

  • 89 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2024, down from 97 in Q1 2024.
  • Funds reported $105M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2024 and 12 closed out, a net change of -6 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $4.19M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2024 was Global Assets Advisory, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2024.