Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
84 hedge funds and large institutions have $75.1M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 9 closing their positions.
10% more capital invested
Capital invested by funds: $68.4M → $75.1M (+$6.75M)
4% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 27
0.67% more ownership
Funds ownership: 13.23% → 13.9% (+0.67%)
6% less funds holding
Funds holding: 89 → 84 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.91M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.61M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.35M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.13M |
| 5 |
Cohen & Steers
New York
|
+$990K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.93M |
| 2 |
EC
Elequin Capital
New York
|
-$476K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$465K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$406K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$361K |
ETJ Hedge Fund Activity: Q2 2023 in Review
84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2023, worth a combined $75.1M — up 9.9% from $68.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ETJ and 5 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 28 added.
The largest buyer was Raymond James & Associates, adding an estimated $1.91M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.93M sold.
- 84 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2023, down from 89 in Q1 2023.
- Funds reported $75.1M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2023, up 9.9% quarter-over-quarter.
- 5 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2023 and 9 closed out, a net change of -4 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2023 was Raymond James & Associates, an estimated $1.91M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2023 was Shaker Financial Services, an estimated $1.93M sold.
Based on aggregated 13F filings for Q2 2023.