ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

84 hedge funds and large institutions have $107M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$9.22M
2
IWM
2
IHT Wealth Management
Illinois
$2.57M
3
SWA
3
Sax Wealth Advisors
New Jersey
$543K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.81M
5
Invesco
5
Invesco
Georgia
$7.38M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$8.31M
2
SFC
2
Strategic Financial Concepts
Texas
$259K
3
SFS
3
Shaker Financial Services
Virginia
$659K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
MWS
5
Maxwell Wealth Strategies
California
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$18.9K – – –
IAIM
77
International Assets Investment Management
Florida
$18.6K +$17K +156,280 +1,034%
MCM
78
Manchester Capital Management
Vermont
$18.4K – – –
PTC
79
Private Trust Company
Ohio
$18.4K – – –
HCM
80
Hollencrest Capital Management
California
$14.3K – – –
SAM
81
Smartleaf Asset Management
Massachusetts
$11.7K – – –
CHA
82
Carmichael Hill & Associates
Maryland
$9.21K +$9.21K +1,000 New
PFA
83
Pathway Financial Advisers
Indiana
$1.43K +$1.28K +11,780 +841%
CIAS
84
CBIZ Investment Advisory Services
Ohio
$177 +$177 +19 New
LCM
85
Landscape Capital Management
New Jersey
– -$1.27M -145,009 Closed
FSI
86
Flow State Investments
Illinois
– -$529K -60,236 Closed
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
– -$188K -21,414 Closed
TSS
88
Two Sigma Securities
New York
– -$165K -18,846 Closed
SP
89
Stonebrook Private
Michigan
– -$106K -12,020 Closed
KAS
90
Kestra Advisory Services
Texas
– -$97.4K -11,088 Closed
US Bancorp
91
US Bancorp
Minnesota
– -$52.8K -6,017 Closed
OP
92
ORG Partners
Indiana
– -$44.1K -5,000 Closed
CIBC Private Wealth Group
93
CIBC Private Wealth Group
Georgia
– -$13.4K -1,500 Closed
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$5.89K -672 Closed
RWMG
95
Redwood Wealth Management Group
New Jersey
– -$5.27K -600 Closed
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