Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
89 hedge funds and large institutions have $105M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 26
0.08% more ownership
Funds ownership: 18.69% → 18.77% (+0.08%)
8% less funds holding
Funds holding: 97 → 89 (-8)
8% less capital invested
Capital invested by funds: $115M → $105M (-$9.77M)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$4.19M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$1.89M |
| 3 |
Cohen & Steers
New York
|
+$424K |
| 4 |
Morgan Stanley
New York
|
+$368K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAA
Global Assets Advisory
Orlando,
Florida
|
-$13.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.39M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.07M |
| 4 |
Rockefeller Capital Management
New York
|
-$346K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$277K |
ETJ Hedge Fund Activity: Q2 2024 in Review
89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2024, worth a combined $105M — down 8.5% from $115M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of ETJ and 6 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 34 added.
The largest buyer was Cornerstone Advisors, adding an estimated $4.19M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $13.5M sold.
- 89 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2024, down from 97 in Q1 2024.
- Funds reported $105M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
- 6 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2024 and 12 closed out, a net change of -6 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $4.19M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2024 was Global Assets Advisory, an estimated $13.5M sold.
Based on aggregated 13F filings for Q2 2024.