Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
90 hedge funds and large institutions have $79M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 13 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 15
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
2% more funds holding
Funds holding: 88 → 90 (+2)
0.72% more ownership
Funds ownership: 12.42% → 13.14% (+0.72%)
7% less capital invested
Capital invested by funds: $85.1M → $79M (-$6.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
+$6.47M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.26M |
| 3 |
Morgan Stanley
New York
|
+$776K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$569K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$539K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.02M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$540K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$411K |
| 4 |
CBA
Coastal Bridge Advisors
Westport,
Connecticut
|
-$373K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$243K |
ETJ Hedge Fund Activity: Q1 2022 in Review
90 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2022, worth a combined $79M — down 7.2% from $85.1M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ETJ positions and 13 closed out — a net gain of 3 holders — while 34 added to existing stakes and 15 trimmed.
The largest buyer was Pointe Capital Management, adding an estimated $6.47M. The largest seller was LPL Financial, cutting an estimated $5.02M.
- 90 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2022, up from 88 in Q4 2021.
- Funds reported $79M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2022, down 7.2% quarter-over-quarter.
- 16 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2022 and 13 closed out, a net change of +3 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2022 was Pointe Capital Management, an estimated $6.47M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2022 was LPL Financial, an estimated $5.02M sold.
Based on aggregated 13F filings for Q1 2022.