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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

89 hedge funds and large institutions have $105M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

0.08% more ownership

Funds ownership: 18.69% → 18.77% (+0.08%)

8% less funds holding

Funds holding: 97 → 89 (-8)

8% less capital invested

Capital invested by funds: $115M → $105M (-$9.77M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
89
Holders Change
-8
Holders Change %
-8.25%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
34
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$4.19M
2
SFC
Strategic Financial Concepts
Texas
+$1.89M
3
Cohen & Steers
Cohen & Steers
New York
+$424K
4
Morgan Stanley
Morgan Stanley
New York
+$368K
5
IFG
Independent Financial Group
California
+$283K

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$13.5M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.39M
3
SFS
Shaker Financial Services
Virginia
-$1.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$346K
5
LCM
Landscape Capital Management
New Jersey
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cornerstone Advisors
North Carolina
$11.4M +$4.19M +493,857 +62%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.7M -$3.39M -399,945 -29%
GC
3
Guggenheim Capital
Illinois
$7.59M -$170K -20,086 -2%
LPL Financial
4
LPL Financial
California
$7.48M +$92.2K +10,880 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.02M +$35.4K +4,176 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$6.63M +$368K +43,374 +6%
Invesco
7
Invesco
Georgia
$6.62M -$242K -28,600 -4%
RJA
8
Raymond James & Associates
Florida
$4.58M +$72.7K +8,577 +2%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.89M +$207K +24,460 +6%
Cohen & Steers
10
Cohen & Steers
New York
$3.88M +$424K +50,000 +13%
AAM
11
Advisors Asset Management
Colorado
$3.45M -$20K -2,365 -0.6%
Ameriprise
12
Ameriprise
Minnesota
$3.16M +$49.6K +5,852 +2%
MWS
13
Maxwell Wealth Strategies
California
$2.73M +$1.04K +123 +0%
FA
14
Financial Alternatives
California
$2.4M -$180K -21,278 -7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.16M +$58.2K +6,873 +3%
Wells Fargo
16
Wells Fargo
California
$1.92M +$56.7K +6,694 +3%
SFS
17
Shaker Financial Services
Virginia
$1.84M -$1.07M -125,992 -38%
IWM
18
IHT Wealth Management
Illinois
$1.75M +$64.8K +7,644 +4%
Bank of America
19
Bank of America
North Carolina
$1.46M +$11K +1,297 +0.8%
LCM
20
Landscape Capital Management
New Jersey
$1.27M -$277K -32,697 -18%
PAG
21
Private Advisor Group
New Jersey
$976K +$51.7K +6,095 +6%
ASN
22
Advisory Services Network
Georgia
$951K +$20K +2,357 +2%
UBS Group
23
UBS Group
Switzerland
$841K +$224K +26,442 +38%
AFP
24
Ausdal Financial Partners
Iowa
$754K +$23.4K +2,763 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$664K -$9.1K -1,074 -1%
1
2 3 4 5

ETJ Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q2 2024, worth a combined $105M — down 8.5% from $115M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of ETJ and 6 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 34 added.

The largest buyer was Cornerstone Advisors, adding an estimated $4.19M. The largest seller was Global Assets Advisory, exiting entirely with an estimated $13.5M sold.

  • 89 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q2 2024, down from 97 in Q1 2024.
  • Funds reported $105M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q2 2024 and 12 closed out, a net change of -6 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q2 2024 was Cornerstone Advisors, an estimated $4.19M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q2 2024 was Global Assets Advisory, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2024.