Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
86 hedge funds and large institutions have $108M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 11 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 24
2% more capital invested
Capital invested by funds: $106M → $108M (+$2.24M)
0.83% less ownership
Funds ownership: 18.77% → 17.94% (-0.83%)
3% less funds holding
Funds holding: 89 → 86 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.22M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$895K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$717K |
| 4 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$527K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$3.5M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$1.97M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.27M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.24M |
| 5 |
MWS
Maxwell Wealth Strategies
Pleasanton,
California
|
-$845K |
ETJ Hedge Fund Activity: Q3 2024 in Review
86 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2024, worth a combined $108M — up 2.1% from $106M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ETJ and 8 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 29 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.22M. The largest seller was Cornerstone Advisors, cutting an estimated $3.5M.
- 86 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2024, down from 89 in Q2 2024.
- Funds reported $108M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2024, up 2.1% quarter-over-quarter.
- 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2024 and 11 closed out, a net change of -3 holders.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2024 was Guggenheim Capital, an estimated $1.22M added.
- The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2024 was Cornerstone Advisors, an estimated $3.5M sold.
Based on aggregated 13F filings for Q3 2024.