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.
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 (+$4.1M)
0.45% more ownership
Funds ownership: 17.94% → 18.39% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.86M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.96M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$766K |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$589K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$5.12M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$741K |
| 3 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
-$543K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$405K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$396K |
ETJ Hedge Fund Activity: Q4 2024 in Review
96 of the 7,607 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 3.8% 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 3.8% 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.