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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

104 hedge funds and large institutions have $128M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

13% more funds holding

Funds holding: 92 → 104 (+12)

11% more capital invested

Capital invested by funds: $115M → $128M (+$12.9M)

0.8% more ownership

Funds ownership: 20.21% → 21.01% (+0.8%)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
104
Holders Change
+12
Holders Change %
+13.04%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
26
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.19M
2
Morgan Stanley
Morgan Stanley
New York
+$1.69M
3
Raymond James Financial
Raymond James Financial
Florida
+$923K
4
Osaic Holdings
Osaic Holdings
Arizona
+$621K
5
AAM
Advisors Asset Management
Colorado
+$559K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.86M
2
GC
Guggenheim Capital
Illinois
-$1.18M
3
IFG
Independent Financial Group
California
-$477K
4
RAM
Readystate Asset Management
Illinois
-$351K
5
LCM
Landscape Capital Management
New Jersey
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$108K – – –
DE
77
Diversified Enterprises
Delaware
$106K -$1.46K -169 -1%
WA
78
Waverly Advisors
Alabama
$105K – – –
GWSG
79
GPS Wealth Strategies Group
Colorado
$104K – – –
IA
80
Insight Advisors
Pennsylvania
$103K +$2.15K +250 +2%
GIA
81
Gladstone Institutional Advisory
Florida
$102K – – –
VIPI
82
Vista Investment Partners II
Indiana
$100K -$2.29K -266 -2%
OLVIG
83
Oliver Lagore Vanvalin Investment Group
Michigan
$82.1K +$83.6K +9,700 New
GI
84
GAMMA Investing
California
$72.3K +$69K +8,000 New
FFA
85
Farther Finance Advisors
California
$68.6K +$65.4K +7,590 New
CA
86
CoreCap Advisors
Michigan
$61.1K – – –
PGAM
87
Princeton Global Asset Management
New Jersey
$52K – – –
CCMI
88
Creative Capital Management Investments
California
$42.4K – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$38.8K -$204K -23,690 -85%
GWM
90
Geneos Wealth Management
Colorado
$34.8K -$9.44K -1,095 -22%
PA
91
Parallel Advisors
California
$34.2K -$5.5K -638 -14%
MCM
92
MAI Capital Management
Ohio
$28.9K -$8.02K -930 -23%
Comerica Bank
93
Comerica Bank
Texas
$18.6K +$103 +12 +0.6%
HI
94
Hoey Investments
Pennsylvania
$18.1K -$17.2K -2,000 -50%
MCM
95
Manchester Capital Management
Vermont
$18.1K – – –
PTC
96
Private Trust Company
Ohio
$18.1K – – –
HCM
97
Hollencrest Capital Management
California
$14K – – –
AAG
98
Armstrong Advisory Group
Massachusetts
$13.7K +$13K +1,511 New
SAM
99
Smartleaf Asset Management
Massachusetts
$11.4K -$86 -10 -0.8%
TCM
100
TD Capital Management
Tennessee
$9.25K – – –
1 2 3
4
5

ETJ Hedge Fund Activity: Q2 2025 in Review

104 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2025, worth a combined $128M — up 11% from $115M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ETJ positions and 6 closed out — a net gain of 14 holders — while 26 added to existing stakes and 36 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.19M. The largest seller was Shaker Financial Services, cutting an estimated $1.86M.

  • 104 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2025, up from 92 in Q1 2025.
  • Funds reported $128M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2025 and 6 closed out, a net change of +14 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2025 was Cornerstone Advisors, an estimated $2.19M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2025 was Shaker Financial Services, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2025.