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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

Overview Fund Activity

193 hedge funds and large institutions have $528M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
193
Holders Change
+8
Holders Change %
+4.32%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
68
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$36.9M
2
EP
2
Essential Planning
New Hampshire
$3.38M
3
Morgan Stanley
3
Morgan Stanley
New York
$182M
4
Wells Fargo
4
Wells Fargo
California
$28M
5
CW
5
CreativeOne Wealth
Kansas
$1.13M

Top Sellers

1
PFA
1
Pathway Financial Advisers
Indiana
$5.35M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
RA
3
RFG Advisory
Alabama
$15.6M
4
SFS
4
Shaker Financial Services
Virginia
$1.5M
5
IWM
5
IHT Wealth Management
Illinois
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$949K 63,500 -6,077 -9%
Lido Advisors
52
Lido Advisors
California
$909K 60,809 +1,196 +2%
NA
53
NewEdge Advisors
Louisiana
$892K 59,645 -20,821 -26%
FAM
54
Flaharty Asset Management
Florida
$826K 55,251 -4,472 -7%
WE
55
Wealth Effects
Massachusetts
$816K 54,590 +1,336 +3%
SMC
56
Smith, Moore & Co
Missouri
$796K 53,224 +8,496 +19%
AAS
57
Ameritas Advisory Services
Nebraska
$771K 51,567 +1,178 +2%
Truist Financial
58
Truist Financial
North Carolina
$756K 50,567 +2,641 +6%
CF
59
Centaurus Financial
California
$730K 48,819 +268 +0.6%
EM
60
ELCO Management
New York
$707K 47,300 -1,410 -3%
IP
61
Ignite Planners
California
$700K 46,299 +412 +0.9%
SIAS
62
Summit Investment Advisory Services
Minnesota
$689K 46,098 +728 +2%
Mariner
63
Mariner
Kansas
$668K 44,661 +277 +0.6%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$665K 44,500 +3,200 +8%
FLPIM
65
F.L. Putnam Investment Management
Massachusetts
$638K 42,701 – –
IAIM
66
International Assets Investment Management
Florida
$631K 42,177 +42,177 New
GT
67
Greenleaf Trust
Michigan
$618K 41,338 -2,991 -7%
MQWP
68
Morey & Quinn Wealth Partners
Nebraska
$581K 38,836 +38,836 New
DJYG
69
David J. Yvars Group
Florida
$580K 38,762 -20 -0.1%
FAM
70
Formidable Asset Management
Ohio
$554K 37,087 -400 -1%
SSWM
71
Strait & Sound Wealth Management
California
$536K 35,841 -1,875 -5%
AWS
72
Atria Wealth Solutions
New York
$532K 35,562 -8,990 -20%
LSIA
73
LaSalle St. Investment Advisors
Illinois
$527K 35,283 +2,955 +9%
Creative Planning
74
Creative Planning
Kansas
$519K 34,744 -75 -0.2%
SWA
75
Stratos Wealth Advisors
Ohio
$512K 34,269 -5,049 -13%
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