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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

97 hedge funds and large institutions have $115M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $95.3M → $115M (+$19.9M)

11% more funds holding

Funds holding: 87 → 97 (+10)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0.2% more ownership

Funds ownership: 18.49% → 18.69% (+0.2%)

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
29
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$1.66M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.35M
3
SFS
Shaker Financial Services
Virginia
+$1.03M
4
GAA
Global Assets Advisory
Florida
+$799K
5
LCM
Landscape Capital Management
New Jersey
+$687K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.83M
2
GC
Guggenheim Capital
Illinois
-$863K
3
Wells Fargo
Wells Fargo
California
-$520K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$240K
5
Ameriprise
Ameriprise
Minnesota
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1
Global Assets Advisory
Florida
$13.5M +$799K +97,725 +652%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.6M +$231K +28,265 +2%
GC
3
Guggenheim Capital
Illinois
$7.38M -$863K -105,616 -11%
LPL Financial
4
LPL Financial
California
$7.02M +$87.7K +10,733 +1%
CA
5
Cornerstone Advisors
North Carolina
$6.68M +$1.66M +202,790 +34%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.64M +$1.35M +164,574 +26%
Invesco
7
Invesco
Georgia
$6.53M -$157K -19,170 -2%
Morgan Stanley
8
Morgan Stanley
New York
$5.95M -$5.83M -713,732 -50%
RJA
9
Raymond James & Associates
Florida
$4.29M +$620K +75,901 +17%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.49M -$240K -29,380 -7%
AAM
11
Advisors Asset Management
Colorado
$3.3M +$317K +38,777 +11%
Cohen & Steers
12
Cohen & Steers
New York
$3.28M +$245K +30,000 +8%
Ameriprise
13
Ameriprise
Minnesota
$2.95M -$221K -27,036 -7%
SFS
14
Shaker Financial Services
Virginia
$2.8M +$1.03M +126,348 +60%
MWS
15
Maxwell Wealth Strategies
California
$2.64M +$179K +21,854 +8%
FA
16
Financial Alternatives
California
$2.46M -$219K -26,822 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.99M +$62.6K +7,664 +3%
Wells Fargo
18
Wells Fargo
California
$1.77M -$520K -63,652 -23%
IWM
19
IHT Wealth Management
Illinois
$1.6M -$34.2K -4,182 -2%
LCM
20
Landscape Capital Management
New Jersey
$1.48M +$687K +84,031 +90%
Bank of America
21
Bank of America
North Carolina
$1.38M -$97.3K -11,899 -7%
ASN
22
Advisory Services Network
Georgia
$885K -$98.3K -12,024 -10%
PAG
23
Private Advisor Group
New Jersey
$877K -$9.52K -1,165 -1%
FHC
24
First Heartland Consultants
Missouri
$761K +$39.7K +4,852 +6%
AFP
25
Ausdal Financial Partners
Iowa
$694K +$57.1K +6,979 +9%
1
2 3 4 5

ETJ Hedge Fund Activity: Q1 2024 in Review

97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2024, worth a combined $115M — up 21% from $95.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ETJ positions and 4 closed out — a net gain of 11 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.66M. The largest seller was Morgan Stanley, cutting an estimated $5.83M.

  • 97 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2024, up from 87 in Q4 2023.
  • Funds reported $115M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2024, up 21% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2024 and 4 closed out, a net change of +11 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2024 was Cornerstone Advisors, an estimated $1.66M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2024.