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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ

116 hedge funds and large institutions have $115M invested in Eaton Vance Risk-Managed Diversified Equity Income Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 50 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 32

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1.35% less ownership

Funds ownership: 22.27% → 20.91% (-1.4%)

3% less funds holding

Funds holding: 119 → 116 (-3)

13% less capital invested

Capital invested by funds: $132M → $115M (-$17.2M)

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
50
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$887K
2
P
&Partners
Tennessee
+$664K
3
IAA
Independent Advisor Alliance
North Carolina
+$597K
4
GC
Guggenheim Capital
Illinois
+$513K
5
AAM
Advisors Asset Management
Colorado
+$408K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$6.72M
2
SFS
Shaker Financial Services
Virginia
-$1.44M
3
RAM
Readystate Asset Management
Illinois
-$1.18M
4
RL
RPO LLC
Connecticut
-$1.02M
5
BFM
Boothbay Fund Management
New York
-$409K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$18.3M +$53.8K +6,223 +0.3%
Raymond James Financial
2
Raymond James Financial
Florida
$15.8M +$290K +33,551 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.89M -$159K -18,436 -1%
GC
4
Guggenheim Capital
Illinois
$9.38M +$513K +59,273 +5%
Invesco
5
Invesco
Georgia
$7.81M -$320K -37,021 -4%
Morgan Stanley
6
Morgan Stanley
New York
$5.93M +$279K +32,257 +5%
AAM
7
Advisors Asset Management
Colorado
$3.97M +$408K +47,158 +11%
Ameriprise
8
Ameriprise
Minnesota
$3.48M +$169K +19,514 +5%
SFS
9
Shaker Financial Services
Virginia
$2.02M -$1.44M -166,683 -40%
Cohen & Steers
10
Cohen & Steers
New York
$1.97M -$216K -25,000 -9%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$1.84M +$233K +26,933 +14%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.56M +$45.1K +5,209 +3%
FA
13
Financial Alternatives
California
$1.54M -$7.15K -826 -0.4%
Wells Fargo
14
Wells Fargo
California
$1.45M -$196K -22,693 -11%
Bank of America
15
Bank of America
North Carolina
$1.31M -$114K -13,203 -8%
IWM
16
IHT Wealth Management
Illinois
$1.27M -$79.9K -9,234 -6%
Creative Planning
17
Creative Planning
Kansas
$1.23M -$225K -25,955 -15%
P
18
&Partners
Tennessee
$1.22M +$664K +76,810 +106%
PAG
19
Private Advisor Group
New Jersey
$1.1M +$55.3K +6,395 +5%
Calamos Advisors
20
Calamos Advisors
Illinois
$1.09M +$138K +15,950 +14%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.09M -$3.11K -359 -0.3%
FHC
22
First Heartland Consultants
Missouri
$1.02M +$92.9K +10,743 +9%
SPIA
23
Steward Partners Investment Advisory
New York
$985K +$887K +102,588 +569%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$951K +$36.2K +4,183 +4%
PFO
25
PMG Family Office
Texas
$827K +$52.8K +6,100 +6%
1
2 3 4 5

ETJ Hedge Fund Activity: Q1 2026 in Review

116 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) for Q1 2026, worth a combined $115M — down 13% from $132M a quarter earlier.

Fund positioning in ETJ was balanced in Q1 2026: 8 funds opened new positions, 8 closed out, 50 added to existing stakes and 32 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $887K. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $6.72M sold.

  • 116 institutional investors held Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) as of Q1 2026, down from 119 in Q4 2025.
  • Funds reported $115M of Eaton Vance Risk-Managed Diversified Equity Income Fund stock for Q1 2026, down 13% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Risk-Managed Diversified Equity Income Fund positions in Q1 2026 and 8 closed out, a net change of 0 holders.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund buyer in Q1 2026 was Steward Partners Investment Advisory, an estimated $887K added.
  • The largest Eaton Vance Risk-Managed Diversified Equity Income Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $6.72M sold.

Based on aggregated 13F filings for Q1 2026.