We are live on ! Find out more
ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

96 hedge funds and large institutions have $113M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

12% more funds holding

Funds holding: 86 → 96 (+10)

4% more capital invested

Capital invested by funds: $108M → $113M (+$4.25M)

0.21% more ownership

Funds ownership: 18.17% → 18.39% (+0.21%)

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
32
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$2.86M
2
SFS
Shaker Financial Services
Virginia
+$1.96M
3
Wells Fargo
Wells Fargo
California
+$766K
4
IAA
Independent Advisor Alliance
North Carolina
+$589K
5
Invesco
Invesco
Georgia
+$314K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$5.12M
2
IAIM
International Assets Investment Management
Florida
-$1.47M
3
IWM
IHT Wealth Management
Illinois
-$741K
4
SWA
Sax Wealth Advisors
New Jersey
-$543K
5
AAM
Advisors Asset Management
Colorado
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$13.7M +$13.7M +1,476,861 New
GC
2
Guggenheim Capital
Illinois
$12.2M +$2.86M +307,479 +31%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.61M +$291K +31,372 +3%
LPL Financial
4
LPL Financial
California
$8.44M +$196K +21,132 +2%
Invesco
5
Invesco
Georgia
$7.77M +$314K +33,829 +4%
Morgan Stanley
6
Morgan Stanley
New York
$7.34M +$65.8K +7,087 +0.9%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4.39M +$300K +32,303 +7%
Cohen & Steers
8
Cohen & Steers
New York
$4.12M – – –
Ameriprise
9
Ameriprise
Minnesota
$3.34M -$55.1K -5,932 -2%
CA
10
Cornerstone Advisors
North Carolina
$3.26M -$5.12M -551,265 -61%
AAM
11
Advisors Asset Management
Colorado
$3.22M -$405K -43,583 -11%
Wells Fargo
12
Wells Fargo
California
$2.82M +$766K +82,451 +37%
SFS
13
Shaker Financial Services
Virginia
$2.63M +$1.96M +211,365 +295%
FA
14
Financial Alternatives
California
$2.4M -$26.5K -2,856 -1%
MWS
15
Maxwell Wealth Strategies
California
$2M -$6.94K -747 -0.3%
IWM
16
IHT Wealth Management
Illinois
$1.86M -$741K -79,787 -29%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.83M -$396K -42,644 -18%
Bank of America
18
Bank of America
North Carolina
$1.55M +$28.2K +3,033 +2%
IFG
19
Independent Financial Group
California
$1.49M +$243K +26,102 +20%
PAG
20
Private Advisor Group
New Jersey
$970K -$8.5K -915 -0.9%
FHC
21
First Heartland Consultants
Missouri
$958K +$80.6K +8,675 +9%
AFP
22
Ausdal Financial Partners
Iowa
$862K +$72.7K +7,825 +9%
WCM
23
Winebrenner Capital Management
Kentucky
$838K +$836K +90,000 New
ASN
24
Advisory Services Network
Georgia
$777K -$231K -24,878 -23%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$762K +$14.9K +1,606 +2%
1
2 3 4

ETJ Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q4 2024, worth a combined $113M — up 3.9% from $108M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ETJ positions and 4 closed out — a net gain of 15 holders — while 32 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.86M. The largest seller was Cornerstone Advisors, cutting an estimated $5.12M.

  • 96 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q4 2024, up from 86 in Q3 2024.
  • Funds reported $113M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q4 2024 and 4 closed out, a net change of +15 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $2.86M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2024.