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Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY

Overview Fund Activity

164 hedge funds and large institutions have $389M 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.

Holders
164
Holders Change
-5
Holders Change %
-2.96%
% 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

1
LPL Financial
1
LPL Financial
California
$10.2M
2
HBCM
2
Heron Bay Capital Management
Michigan
$2.57M
3
Invesco
3
Invesco
Georgia
$15M
4
CA
4
Cornerstone Advisors
North Carolina
$1.26M
5
GC
5
Guggenheim Capital
Illinois
$8.74M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$886K
2
RA
2
RFG Advisory
Alabama
$17.1M
3
AAS
3
Avantax Advisory Services
Texas
$0
4
BCM
4
Bluefin Capital Management
New York
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.36M
Name Market Value Shares Shares
Change 		Shares
Change %
KWA
76
Kingswood Wealth Advisors
California
$271K 21,783 +21,783 New
SWA
77
Stratos Wealth Advisors
Ohio
$268K 21,519 – –
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$264K 21,182 -3,345 -14%
QPW
79
Quantum Private Wealth
Florida
$249K 20,000 – –
EH
80
Equitable Holdings
New York
$248K 19,881 +5 +0%
Cerity Partners
81
Cerity Partners
New York
$248K 19,834 +1,150 +6%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$230K 18,490 -4,105 -18%
Creative Planning
83
Creative Planning
Kansas
$230K 18,435 -2,000 -10%
FWM
84
Focused Wealth Management
New York
$229K 18,353 +173 +1%
MWA
85
Monograph Wealth Advisors
California
$228K 18,263 +3 +0%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$223K 17,937 – –
SSC
87
Syverson Strege & Co
Iowa
$220K 17,665 – –
CWS
88
Confluence Wealth Services
Pennsylvania
$213K 17,129 +3,183 +23%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$210K 16,857 +16,857 New
OBWG
90
Onyx Bridge Wealth Group
New York
$207K 16,597 -9,657 -37%
MWM
91
Mission Wealth Management
California
$206K 16,499 – –
FAG
92
Fortitude Advisory Group
Washington
$202K 16,244 +6 +0%
SFS
93
Shaker Financial Services
Virginia
$199K 16,000 +16,000 New
BCP
94
Blue Chip Partners
Michigan
$196K 15,762 +315 +2%
CPIG
95
Chicago Partners Investment Group
Illinois
$188K 15,209 +122 +0.8%
MC
96
Moors & Cabot
Massachusetts
$186K 14,891 -990 -6%
USCWA
97
U.S. Capital Wealth Advisors
Texas
$184K 14,770 – –
GSIAS
98
Garden State Investment Advisory Services
New Jersey
$181K 14,565 +1,530 +12%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$181K 14,494 +14,494 New
KAS
100
Kestra Advisory Services
Texas
$171K 13,704 +1,461 +12%
2 3
4
5 6