Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
91 hedge funds and large institutions have $79.7M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
8% more funds holding
Funds holding: 84 → 91 (+7)
6% more capital invested
Capital invested by funds: $75.1M → $79.7M (+$4.57M)
1.88% more ownership
Funds ownership: 13.9% → 15.79% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.95M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.74M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.51M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$851K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$729K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$838K |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$163K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$148K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$114K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$102K |
ETJ Hedge Fund Activity: Q3 2023 in Review
91 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2023, worth a combined $79.7M — up 6.1% from $75.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ETJ positions and 6 closed out — a net gain of 7 holders — while 30 added to existing stakes and 25 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.95M. The largest seller was Stifel Financial, cutting an estimated $838K.
- 91 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2023, up from 84 in Q2 2023.
- Funds reported $79.7M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2023, up 6.1% quarter-over-quarter.
- 13 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2023 and 6 closed out, a net change of +7 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2023 was Osaic Holdings, an estimated $2.95M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2023 was Stifel Financial, an estimated $838K sold.
Based on aggregated 13F filings for Q3 2023.