ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

95 hedge funds and large institutions have $111M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
31
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$12.2M
2
SFS
2
Shaker Financial Services
Virginia
$2.63M
3
Wells Fargo
3
Wells Fargo
California
$2.82M
4
IAA
4
Independent Advisor Alliance
North Carolina
$590K
5
Invesco
5
Invesco
Georgia
$7.77M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$3.26M
2
IAIM
2
International Assets Investment Management
Florida
$126K
3
IWM
3
IHT Wealth Management
Illinois
$1.86M
4
SWA
4
Sax Wealth Advisors
New Jersey
$0
5
AAM
5
Advisors Asset Management
Colorado
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
76
Princeton Global Asset Management
New Jersey
$53.6K – – –
CCMI
77
Creative Capital Management Investments
California
$43.7K – – –
PA
78
Parallel Advisors
California
$40.1K +$782 +84 +2%
MCM
79
MAI Capital Management
Ohio
$37.8K +$37.8K +4,059 New
HI
80
Hoey Investments
Pennsylvania
$37.2K – – –
NWMP
81
Noble Wealth Management PBC
Colorado
$23.3K +$23.3K +2,500 New
GWM
82
Geneos Wealth Management
Colorado
$23K – – –
Comerica Bank
83
Comerica Bank
Texas
$19.1K – – –
MCM
84
Manchester Capital Management
Vermont
$18.6K – – –
PTC
85
Private Trust Company
Ohio
$18.6K – – –
VHAM
86
Van Hulzen Asset Management
California
$16.8K +$16.8K +1,800 New
HCM
87
Hollencrest Capital Management
California
$14.4K – – –
PFA
88
Pathway Financial Advisers
Indiana
$13.6K -$109K -11,718 -89%
SAM
89
Smartleaf Asset Management
Massachusetts
$11.9K – – –
SAM
90
Synergy Asset Management
Washington
$10.1K +$10.1K +1,100 New
CW
91
Curio Wealth
Maryland
$9.51K +$9.51K +1,021 New
LC
92
Luminist Capital
Michigan
$6.49K +$6.49K +697 New
WA
93
WPG Advisers
Maryland
$6.45K +$6.45K +693 New
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$1.86K +$1.86K +200 New
NS
95
NBC Securities
Alabama
$195 -$203K -20,792 -100%
CIAS
96
CBIZ Investment Advisory Services
Ohio
$1 -$177 -19 Closed
SWA
97
Sax Wealth Advisors
New Jersey
– -$543K -59,000 Closed
SWP
98
Stratos Wealth Partners
Ohio
– -$97.4K -10,578 Closed
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