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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

110 hedge funds and large institutions have $132M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

6% more funds holding

Funds holding: 104110 (+6)

3% more capital invested

Capital invested by funds: $128M → $132M (+$4M)

0.81% more ownership

Funds ownership: 21.01%21.82% (+0.81%)

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
35
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.1M +$377K +42,028 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$16.3M +$912K +101,577 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.7M +$140K +15,562 +1%
Invesco
4
Invesco
Georgia
$9.25M +$1.04M +116,366 +13%
CA
5
Cornerstone Advisors
North Carolina
$8.72M +$862K +96,049 +11%
GC
6
Guggenheim Capital
Illinois
$8.13M -$1.78M -198,467 -18%
Morgan Stanley
7
Morgan Stanley
New York
$7.96M -$859K -95,703 -10%
Cohen & Steers
8
Cohen & Steers
New York
$4.16M -$224K -25,000 -5%
Ameriprise
9
Ameriprise
Minnesota
$3.57M -$40.3K -4,492 -1%
AAM
10
Advisors Asset Management
Colorado
$3.3M +$377K +41,947 +13%
SFS
11
Shaker Financial Services
Virginia
$3.29M +$557K +62,074 +20%
Wells Fargo
12
Wells Fargo
California
$2.55M -$207K -23,070 -8%
FA
13
Financial Alternatives
California
$1.74M -$86K -9,581 -5%
Creative Planning
14
Creative Planning
Kansas
$1.65M -$154K -17,143 -9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.62M -$13K -1,449 -0.8%
IWM
16
IHT Wealth Management
Illinois
$1.54M -$140K -15,579 -8%
Bank of America
17
Bank of America
North Carolina
$1.53M +$160K +17,850 +12%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.21M +$681K +75,909 +130%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$1.11M +$691K +76,998 +164%
PAG
20
Private Advisor Group
New Jersey
$1.09M +$134K +14,913 +14%
FHC
21
First Heartland Consultants
Missouri
$1.04M +$175K +19,512 +20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$963K +$87.4K +9,741 +10%
RAM
23
Readystate Asset Management
Illinois
$937K +$526K +58,635 +129%
IFG
24
Independent Financial Group
California
$891K -$139K -15,496 -14%
PFO
25
PMG Family Office
Texas
$888K +$886K +98,760 New

ETJ Hedge Fund Activity: Q3 2025 in Review

110 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q3 2025, worth a combined $132M — up 3.1% from $128M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ETJ positions and 6 closed out — a net gain of 8 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Invesco, adding an estimated $1.04M. The largest seller was Guggenheim Capital, cutting an estimated $1.78M.

  • 110 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q3 2025, up from 104 in Q2 2025.
  • Funds reported $132M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q3 2025, up 3.1% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q3 2025 and 6 closed out, a net change of +8 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q3 2025 was Invesco, an estimated $1.04M added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q3 2025 was Guggenheim Capital, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2025.