Eaton Vance Tax-Managed Diversified Equity Income Fund
187 hedge funds and large institutions have $516M invested in Eaton Vance Tax-Managed Diversified Equity Income Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 20 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 46
0.53% more ownership
Funds ownership: 22.43% → 22.96% (+0.53%)
2% less capital invested
Capital invested by funds: $528M → $516M (-$11.8M)
3% less funds holding
Funds holding: 193 → 187 (-6)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.24M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.07M |
| 3 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$3.52M |
| 4 |
Morgan Stanley
New York
|
+$3.33M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.05M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.42M |
| 3 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$3.38M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.28M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.5M |
ETY Hedge Fund Activity: Q1 2025 in Review
187 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) for Q1 2025, worth a combined $516M — down 2.2% from $528M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of ETY and 17 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 70 added.
The largest buyer was LPL Financial, adding an estimated $7.24M. The largest seller was UBS Group, cutting an estimated $4.05M.
- 187 institutional investors held Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) as of Q1 2025, down from 193 in Q4 2024.
- Funds reported $516M of Eaton Vance Tax-Managed Diversified Equity Income Fund stock for Q1 2025, down 2.2% quarter-over-quarter.
- 17 funds opened new Eaton Vance Tax-Managed Diversified Equity Income Fund positions in Q1 2025 and 20 closed out, a net change of -3 holders.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund buyer in Q1 2025 was LPL Financial, an estimated $7.24M added.
- The largest Eaton Vance Tax-Managed Diversified Equity Income Fund seller in Q1 2025 was UBS Group, an estimated $4.05M sold.
Based on aggregated 13F filings for Q1 2025.