We are live on ! Find out more
ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund

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: 119116 (-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
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%