ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

Overview Fund Activity

86 hedge funds and large institutions have $95.2M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.2M
2
LPL Financial
2
LPL Financial
California
$6.51M
3
MWS
3
Maxwell Wealth Strategies
California
$2.26M
4
CA
4
Cornerstone Advisors
North Carolina
$4.68M
5
Invesco
5
Invesco
Georgia
$6.29M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.98M
2
EC
2
Elequin Capital
New York
$51.6K
3
FA
3
Financial Alternatives
California
$2.52M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
SFC
5
Strategic Financial Concepts
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.2M 1,425,806 +650,996 +84%
Osaic Holdings
2
Osaic Holdings
Arizona
$10.7M 1,363,046 -1,086 -0.1%
GC
3
Guggenheim Capital
Illinois
$7.76M 989,922 +53,387 +6%
LPL Financial
4
LPL Financial
California
$6.51M 830,548 +584,234 +237%
Invesco
5
Invesco
Georgia
$6.29M 801,726 +57,171 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.94M 630,603 -15,667 -2%
CA
7
Cornerstone Advisors
North Carolina
$4.68M 597,133 +240,054 +67%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.51M 447,726 +133 +0%
RJA
9
Raymond James & Associates
Florida
$3.43M 437,468 +50,020 +13%
Ameriprise
10
Ameriprise
Minnesota
$2.98M 380,598 -49,866 -12%
Cohen & Steers
11
Cohen & Steers
New York
$2.84M 362,446 – –
AAM
12
Advisors Asset Management
Colorado
$2.8M 356,741 +45,589 +15%
FA
13
Financial Alternatives
California
$2.52M 321,006 -34,975 -10%
MWS
14
Maxwell Wealth Strategies
California
$2.26M 288,571 +288,571 New
Wells Fargo
15
Wells Fargo
California
$2.16M 275,514 -1,840 -0.7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.81M 231,133 -18,571 -7%
SFS
17
Shaker Financial Services
Virginia
$1.64M 209,559 +22,987 +12%
IWM
18
IHT Wealth Management
Illinois
$1.53M 195,649 -11,410 -6%
Bank of America
19
Bank of America
North Carolina
$1.39M 177,035 -7,608 -4%
ASN
20
Advisory Services Network
Georgia
$925K 117,995 -17,579 -13%
PAG
21
Private Advisor Group
New Jersey
$833K 106,240 +2,821 +3%
LCM
22
Landscape Capital Management
New Jersey
$734K 93,675 +55,716 +147%
FHC
23
First Heartland Consultants
Missouri
$677K 86,309 -876 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$640K 81,618 +5,867 +8%
AFP
25
Ausdal Financial Partners
Iowa
$597K 76,142 -3,807 -5%
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