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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

92 hedge funds and large institutions have $115M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

1.82% more ownership

Funds ownership: 18.39%20.21% (+1.8%)

2% more capital invested

Capital invested by funds: $113M → $115M (+$2.59M)

4% less funds holding

Funds holding: 9692 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.1M +$11.1M +1,238,005 +137%
Raymond James Financial
2
Raymond James Financial
Florida
$13.6M +$1.12M +124,825 +8%
GC
3
Guggenheim Capital
Illinois
$10.5M -$623K -69,369 -5%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.33M +$633K +70,476 +7%
Invesco
5
Invesco
Georgia
$7.5M +$464K +51,688 +6%
Morgan Stanley
6
Morgan Stanley
New York
$6.64M -$29.4K -3,268 -0.4%
CA
7
Cornerstone Advisors
North Carolina
$5.24M +$2.42M +269,034 +77%
SFS
8
Shaker Financial Services
Virginia
$4.39M +$2.12M +236,285 +84%
Cohen & Steers
9
Cohen & Steers
New York
$3.62M -$135K -15,000 -3%
Ameriprise
10
Ameriprise
Minnesota
$3.23M +$208K +23,183 +6%
Wells Fargo
11
Wells Fargo
California
$2.67M +$114K +12,735 +4%
AAM
12
Advisors Asset Management
Colorado
$2.2M -$763K -84,946 -25%
FA
13
Financial Alternatives
California
$1.8M -$399K -44,376 -17%
Creative Planning
14
Creative Planning
Kansas
$1.8M +$1.92M +213,232 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.68M +$18.1K +2,018 +1%
IWM
16
IHT Wealth Management
Illinois
$1.63M -$60.6K -6,748 -3%
Bank of America
17
Bank of America
North Carolina
$1.54M +$145K +16,170 +10%
IFG
18
Independent Financial Group
California
$1.44M +$92.2K +10,260 +6%
FHC
19
First Heartland Consultants
Missouri
$921K +$53.6K +5,965 +6%
PAG
20
Private Advisor Group
New Jersey
$914K +$34.4K +3,829 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$792K +$105K +11,741 +14%
AFP
22
Ausdal Financial Partners
Iowa
$790K +$6.33K +705 +0.8%
WCM
23
Winebrenner Capital Management
Kentucky
$761K
RAM
24
Readystate Asset Management
Illinois
$730K +$617K +68,669 +389%
ASN
25
Advisory Services Network
Georgia
$711K +$5.23K +582 +0.7%

ETJ Hedge Fund Activity: Q1 2025 in Review

92 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2025, worth a combined $115M — up 2.3% from $113M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ETJ and 8 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 34 added.

The largest buyer was LPL Financial, adding an estimated $11.1M. The largest seller was Janney Montgomery Scott, cutting an estimated $3.6M.

  • 92 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $115M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2025 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2025 was LPL Financial, an estimated $11.1M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2025 was Janney Montgomery Scott, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2025.