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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 8890 (+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)

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
34
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.4M +$776K +77,124 +7%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.73M +$264K +26,255 +3%
GC
3
Guggenheim Capital
Illinois
$8.58M +$1.26M +124,935 +17%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.8M +$486K +48,355 +8%
Invesco
5
Invesco
Georgia
$5.64M -$243K -24,198 -4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.45M +$539K +53,622 +14%
Ameriprise
7
Ameriprise
Minnesota
$4.07M +$103K +10,210 +3%
LPL Financial
8
LPL Financial
California
$3M -$5.02M -499,115 -62%
IWM
9
IHT Wealth Management
Illinois
$2.12M +$463K +46,028 +27%
Wells Fargo
10
Wells Fargo
California
$1.94M +$213K +21,223 +12%
Bank of America
11
Bank of America
North Carolina
$1.63M -$77.1K -7,661 -4%
PAG
12
Private Advisor Group
New Jersey
$1.57M +$203K +20,161 +14%
ASN
13
Advisory Services Network
Georgia
$1.54M +$279K +27,733 +22%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.42M +$28.5K +2,837 +2%
RJA
15
Raymond James & Associates
Florida
$1.12M +$415K +41,207 +57%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$873K +$173K +17,213 +24%
PCM
17
Pointe Capital Management
Michigan
$706K +$6.47M +643,425 +903%
D
18
Diversified
Delaware
$694K -$21.1K -2,094 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$680K +$148K +14,751 +27%
UBS Group
20
UBS Group
Switzerland
$652K -$71.1K -7,069 -10%
CF
21
Centaurus Financial
California
$599K +$85.3K +8,478 +16%
AAM
22
Advisors Asset Management
Colorado
$569K -$103K -10,229 -15%
IA
23
IFP Advisors
Florida
$524K +$569K +56,546 New
MML Investors Services
24
MML Investors Services
Massachusetts
$523K -$540K -53,690 -50%
Stifel Financial
25
Stifel Financial
Missouri
$459K -$34.5K -3,427 -7%

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.