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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

165 hedge funds and large institutions have $390M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 69 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 36

12% more capital invested

Capital invested by funds: $349M → $390M (+$40.6M)

0.53% more ownership

Funds ownership: 19.34% → 19.88% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 170 → 165 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
165
Holders Change
-5
Holders Change %
-2.94%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
69
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.11M
2
HBCM
Heron Bay Capital Management
Michigan
+$1.58M
3
Invesco
Invesco
Georgia
+$1.44M
4
CA
Cornerstone Advisors
North Carolina
+$1.19M
5
GC
Guggenheim Capital
Illinois
+$933K

Top Sellers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
-$3.33M
2
RA
RFG Advisory
Alabama
-$748K
3
AAS
Avantax Advisory Services
Texas
-$655K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$364K
5
MCC
Money Concepts Capital
Florida
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
76
Northern Trust
Illinois
$273K +$29.4K +2,500 +13%
KWA
77
Kingswood Wealth Advisors
California
$271K +$256K +21,783 New
SWA
78
Stratos Wealth Advisors
Ohio
$268K – – –
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$264K -$39.3K -3,345 -14%
QPW
80
Quantum Private Wealth
Florida
$249K – – –
EH
81
Equitable Holdings
New York
$248K +$59 +5 +0%
Cerity Partners
82
Cerity Partners
New York
$248K +$13.5K +1,150 +6%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$230K -$48.2K -4,105 -18%
Creative Planning
84
Creative Planning
Kansas
$230K -$23.5K -2,000 -10%
FWM
85
Focused Wealth Management
New York
$229K +$2.03K +173 +1%
MWA
86
Monograph Wealth Advisors
California
$228K +$35 +3 +0%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$223K – – –
SSC
88
Syverson Strege & Co
Iowa
$220K – – –
CWS
89
Confluence Wealth Services
Pennsylvania
$213K +$37.4K +3,183 +23%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$210K +$198K +16,857 New
OBWG
91
Onyx Bridge Wealth Group
New York
$207K -$113K -9,657 -37%
MWM
92
Mission Wealth Management
California
$206K – – –
FAG
93
Fortitude Advisory Group
Washington
$202K +$71 +6 +0%
SFS
94
Shaker Financial Services
Virginia
$199K +$188K +16,000 New
BCP
95
Blue Chip Partners
Michigan
$196K +$3.7K +315 +2%
CPIG
96
Chicago Partners Investment Group
Illinois
$188K +$1.43K +122 +0.8%
MC
97
Moors & Cabot
Massachusetts
$186K -$11.6K -990 -6%
USCWA
98
U.S. Capital Wealth Advisors
Texas
$184K – – –
GSIAS
99
Garden State Investment Advisory Services
New Jersey
$181K +$18K +1,530 +12%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$181K +$170K +14,494 New
2 3
4
5 6

ETY Hedge Fund Activity: Q2 2023 in Review

165 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q2 2023, worth a combined $390M — up 12% from $349M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ETY and 10 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 69 added.

The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Cetera Advisor Networks, cutting an estimated $3.33M.

  • 165 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q2 2023, down from 170 in Q1 2023.
  • Funds reported $390M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q2 2023, up 12% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q2 2023 and 14 closed out, a net change of -4 holders.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q2 2023 was LPL Financial, an estimated $4.11M added.
  • The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q2 2023 was Cetera Advisor Networks, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.