ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

86 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 5 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-10
Holders Change %
-10.42%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
34
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$11.4M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.89M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.63M
4
UBS Group
4
UBS Group
Switzerland
$841K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.89M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$8.7M
3
SFS
3
Shaker Financial Services
Virginia
$1.84M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
LCM
5
Landscape Capital Management
New Jersey
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
76
Strategic Financial Concepts
Texas
$28.1K +$25.2K +222,966 +858%
Comerica Bank
77
Comerica Bank
Texas
$18K – – –
MCM
78
Manchester Capital Management
Vermont
$17.6K – – –
PTC
79
Private Trust Company
Ohio
$17.6K – – –
HCM
80
Hollencrest Capital Management
California
$13.6K – – –
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$13.4K +$13.4K +1,500 New
PFA
82
Pathway Financial Advisers
Indiana
$12.3K +$12.3K +1,400 New
SAM
83
Smartleaf Asset Management
Massachusetts
$11.2K -$166 -19 -1%
LWANC
84
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.89K +$5.89K +672 New
RWMG
85
Redwood Wealth Management Group
New Jersey
$5.27K +$5.27K +600 New
FHC
86
First Heartland Consultants
Missouri
$779 -$21 -2,440 -3%
GAA
87
Global Assets Advisory
Florida
– -$13.5M -112,725 Closed
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
– -$346K -41,381 Closed
BRWA
89
B. Riley Wealth Advisors
Florida
– -$131K -17,011 Closed
TPCW
90
TD Private Client Wealth
New York
– -$121K -14,466 Closed
AA
91
AQR Arbitrage
Connecticut
– -$116K -13,871 Closed
Walleye Capital
92
Walleye Capital
New York
– -$109K -13,009 Closed
AWS
93
Atria Wealth Solutions
New York
– -$98.8K -11,835 Closed
SWM
94
Spire Wealth Management
Virginia
– -$64.4K -7,712 Closed
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
– -$24.6K -2,947 Closed
FIM
96
Fernwood Investment Management
Massachusetts
– -$12.5K -1,500 Closed
IGWM
97
ICA Group Wealth Management
Colorado
– -$8.35K -1,000 Closed
TRCT
98
Tower Research Capital (TRC)
New York
– -$1.69K -202 Closed
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