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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

92 hedge funds and large institutions have $115M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

1.82% more ownership

Funds ownership: 18.39%20.21% (+1.8%)

2% more capital invested

Capital invested by funds: $113M → $115M (+$2.59M)

4% less funds holding

Funds holding: 9692 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
76
Elequin Capital
New York
$82.9K +$88K +9,795 New
CA
77
CoreCap Advisors
Michigan
$57.2K
PGAM
78
Princeton Global Asset Management
New Jersey
$48.7K
GWM
79
Geneos Wealth Management
Colorado
$41.9K +$22.2K +2,475 +100%
CCMI
80
Creative Capital Management Investments
California
$39.7K
PA
81
Parallel Advisors
California
$37.4K +$1.09K +121 +3%
MCM
82
MAI Capital Management
Ohio
$34.9K +$611 +68 +2%
HI
83
Hoey Investments
Pennsylvania
$33.8K
NWMP
84
Noble Wealth Management PBC
Colorado
$21.1K
Comerica Bank
85
Comerica Bank
Texas
$17.3K
MCM
86
Manchester Capital Management
Vermont
$16.9K
PTC
87
Private Trust Company
Ohio
$16.9K
HCM
88
Hollencrest Capital Management
California
$13.1K
SAM
89
Smartleaf Asset Management
Massachusetts
$10.9K
CW
90
Curio Wealth
Maryland
$9.51K -$9.16K -1,020 -100%
TCM
91
TD Capital Management
Tennessee
$8.65K +$9.19K +1,023 New
LC
92
Luminist Capital
Michigan
$5.92K
CIAS
93
CBIZ Investment Advisory Services
Ohio
$1
IAA
94
Independent Advisor Alliance
North Carolina
-$590K -63,400 Closed
GS
95
GWN Securities
Florida
-$259K -27,960 Closed
SSC
96
Syverson Strege & Co
Iowa
-$241K -25,904 Closed
AWS
97
Atria Wealth Solutions
New York
-$192K -20,594 Closed
TSS
98
Two Sigma Securities
New York
-$175K -18,796 Closed
VHAM
99
Van Hulzen Asset Management
California
-$16.8K -1,800 Closed
PFA
100
Pathway Financial Advisers
Indiana
-$13.6K -1,462 Closed

ETJ Hedge Fund Activity: Q1 2025 in Review

92 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2025, worth a combined $115M — up 2.3% from $113M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ETJ and 8 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 34 added.

The largest buyer was LPL Financial, adding an estimated $11.1M. The largest seller was Janney Montgomery Scott, cutting an estimated $3.6M.

  • 92 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $115M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2025 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2025 was LPL Financial, an estimated $11.1M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2025 was Janney Montgomery Scott, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2025.