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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

88 hedge funds and large institutions have $85.1M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11% more funds holding

Funds holding: 7988 (+9)

4% more capital invested

Capital invested by funds: $81.8M → $85.1M (+$3.29M)

0.46% more ownership

Funds ownership: 11.97%12.42% (+0.46%)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
30
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.6M -$62.4K -5,652 -0.5%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.17M +$341K +30,842 +4%
LPL Financial
3
LPL Financial
California
$8.59M +$806K +73,010 +10%
GC
4
Guggenheim Capital
Illinois
$7.95M +$1.13M +102,703 +16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.84M -$40.2K -3,644 -0.6%
Invesco
6
Invesco
Georgia
$6.37M -$140K -12,652 -2%
Ameriprise
7
Ameriprise
Minnesota
$4.3M +$378K +34,238 +9%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.24M +$1.27M +115,330 +41%
Wells Fargo
9
Wells Fargo
California
$1.87M +$218K +19,718 +13%
Bank of America
10
Bank of America
North Carolina
$1.84M +$22K +1,988 +1%
IWM
11
IHT Wealth Management
Illinois
$1.8M +$81.7K +7,394 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.5M +$80.8K +7,314 +5%
PAG
13
Private Advisor Group
New Jersey
$1.49M -$452K -40,883 -23%
ASN
14
Advisory Services Network
Georgia
$1.37M +$42.9K +3,881 +3%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.14M -$474K -42,903 -29%
UBS Group
16
UBS Group
Switzerland
$780K +$2.15K +195 +0.3%
D
17
Diversified
Delaware
$773K -$90.4K -8,190 -10%
RJA
18
Raymond James & Associates
Florida
$767K -$124K -11,210 -14%
PCM
19
Pointe Capital Management
Michigan
$762K +$26.4K +2,389 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$760K +$29.9K +2,703 +4%
AAM
21
Advisors Asset Management
Colorado
$725K -$6.01K -544 -0.8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$578K -$32.6K -2,949 -5%
CF
23
Centaurus Financial
California
$557K +$144K +13,026 +33%
Stifel Financial
24
Stifel Financial
Missouri
$533K +$37.8K +3,427 +7%
ARC
25
Advisor Resource Council
Texas
$411K +$424K +38,426 New

ETJ Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2021, worth a combined $85.1M — up 4% from $81.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ETJ positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 14 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.27M. The largest seller was Ahrens Investment Partners, cutting an estimated $885K.

  • 88 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2021, up from 79 in Q3 2021.
  • Funds reported $85.1M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2021, up 4% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2021 and 11 closed out, a net change of +10 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2021 was Janney Montgomery Scott, an estimated $1.27M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2021 was Ahrens Investment Partners, an estimated $885K sold.

Based on aggregated 13F filings for Q4 2021.