Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ- Exchange
- NYSE
- SEC CIK
- 0001395325
No open-market purchases or sales by Eaton Vance Risk-Managed Diversified Equity Income Fund insiders were filed in the last 90 days; 122 institutions reported holding it in 13F filings for Q2 2026, worth $119.4M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 89
- +2 vs. Q4 2021
- Shares held
- 8.58M
- +628.3K (+7.9%) vs. Q4 2021
- Total value
- $78.4M
- −$6.62M (−7.8%) vs. Q4 2021
- New holders
- 16
- 34 more added
- Sold out
- 14
- 14 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETJ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 122 | $119.4M |
| Q1 2026 | 119 | $115.6M |
| Q4 2025 | 119 | $132.2M |
| Q3 2025 | 110 | $132.0M |
| Q2 2025 | 105 | $128.0M |
| Q1 2025 | 93 | $115.1M |
| Q4 2024 | 97 | $112.5M |
| Q3 2024 | 86 | $108.2M |
| Q2 2024 | 89 | $106.1M |
| Q1 2024 | 96 | $101.5M |
| Q4 2023 | 87 | $89.7M |
| Q3 2023 | 91 | $79.7M |
| Q2 2023 | 84 | $75.1M |
| Q1 2023 | 89 | $69.1M |
| Q4 2022 | 94 | $67.8M |
| Q3 2022 | 79 | $69.8M |
| Q2 2022 | 87 | $67.4M |
| Q1 2022 | 89 | $78.4M |
| Q4 2021 | 88 | $85.1M |
| Q3 2021 | 79 | $81.8M |
| Q2 2021 | 87 | $90.8M |
| Q1 2021 | 87 | $87.6M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,158,315 | $11.4M | 0.00% | +77,124+7.1% | Added |
| Advisor Group Holdings, Inc. | 883,725 | $8.73M | 0.02% | +26,255+3.1% | Added |
| Guggenheim Capital LLC | 868,485 | $8.58M | 0.05% | +124,935+16.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 688,463 | $6.80M | 0.01% | +48,355+7.6% | Added |
| Invesco Ltd. | 571,416 | $5.64M | 0.00% | −24,198−4.1% | Reduced |
| Janney Montgomery Scott LLC | 450,245 | $4.45M | 0.02% | +53,622+13.5% | Added |
| Ameriprise Financial Inc | 411,407 | $4.07M | 0.00% | +10,210+2.5% | Added |
| LPL Financial LLC | 304,030 | $3.00M | 0.00% | −499,115−62.1% | Reduced |
| IHT Wealth Management, LLC | 214,503 | $2.12M | 0.16% | +46,028+27.3% | Added |
| Wells Fargo & Company | 196,207 | $1.94M | 0.00% | +21,223+12.1% | Added |
| Bank of America Corp | 164,883 | $1.63M | 0.00% | −7,661−4.4% | Reduced |
| Private Advisor Group, LLC | 159,234 | $1.57M | 0.01% | +20,161+14.5% | Added |
| Advisory Services Network, LLC | 155,526 | $1.54M | 0.05% | +27,733+21.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 143,230 | $1.42M | 0.01% | +2,837+2.0% | Added |
| Raymond James & Associates | 112,963 | $1.12M | 0.00% | +41,207+57.4% | Added |
| Commonwealth Equity Services, LLC | 88,367 | $873.0K | 0.00% | +17,213+24.2% | Added |
| Pointe Capital Management LLC | 714,699 | $706.0K | 0.45% | +643,425+902.7% | Added |
| Diversified, LLC | 70,198 | $694.0K | 0.28% | −2,094−2.9% | Reduced |
| Royal Bank of Canada | 68,802 | $680.0K | 0.00% | +14,751+27.3% | Added |
| UBS Group AG | 65,968 | $652.0K | 0.00% | −7,069−9.7% | Reduced |
| Centaurus Financial, Inc. | 60,617 | $599.0K | 0.05% | +8,478+16.3% | Added |
| IFP Advisors, Inc | 56,546 | $524.0K | 0.01% | +56,546 | New |
| MML Investors Services, LLC | 52,970 | $523.0K | 0.00% | −53,690−50.3% | Reduced |
| Stifel Financial Corp | 46,443 | $459.0K | 0.00% | −3,427−6.9% | Reduced |
| Ausdal Financial Partners, Inc. | 42,246 | $417.0K | 0.06% | +3,902+10.2% | Added |
| GWM Advisors LLC | 39,372 | $389.0K | 0.01% | +18,860+91.9% | Added |
| Formidable Asset Management, LLC | 39,388 | $389.0K | 0.07% | +39,388 | New |
| ELCO Management Co., LLC | 34,275 | $339.0K | 0.23% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 31,000 | $306.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 30,609 | $302.0K | 0.03% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 27,803 | $275.0K | 0.05% | +27,803 | New |
| Resources Investment Advisors, LLC. | 27,330 | $270.0K | 0.01% | +2,070+8.2% | Added |
| Sigma Planning Corp | 26,258 | $259.0K | 0.01% | +356+1.4% | Added |
| J.W. Cole Advisors, Inc. | 25,086 | $248.0K | 0.02% | +25,086 | New |
| Flagship Harbor Advisors, LLC | 24,504 | $242.0K | 0.02% | −1,138−4.4% | Reduced |
| Liberty Capital Management, Inc. | 23,340 | $231.0K | 0.07% | +23,340 | New |
| Cetera Advisor Networks LLC | 22,472 | $222.0K | 0.00% | +11,148+98.4% | Added |
| Successful Portfolios LLC | 21,898 | $216.0K | 0.12% | −30−0.1% | Reduced |
| Retirement Group, LLC | 21,319 | $211.0K | 0.08% | +3,582+20.2% | Added |
| Primoris Wealth Advisors, LLC | 20,550 | $205.0K | 0.19% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 20,468 | $202.0K | 0.08% | 00.0% | Unchanged |
| Syverson Strege & Co | 20,439 | $202.0K | 0.22% | +12,524+158.2% | Added |
| Wealth Effects LLC | 19,042 | $188.0K | 0.09% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 16,850 | $166.0K | 0.09% | +16,850 | New |
| Spire Wealth Management | 16,532 | $163.0K | 0.00% | −15,545−48.5% | Reduced |
| Boenning & Scattergood, Inc. | 15,942 | $158.0K | 0.03% | +355+2.3% | Added |
| Ameritas Advisory Services, LLC | 15,578 | $154.0K | 0.01% | −3,220−17.1% | Reduced |
| XML Financial, LLC | 15,578 | $154.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,562 | $154.0K | 0.01% | +5,152+49.5% | Added |
| Stratos Wealth Partners, LTD. | 15,360 | $152.0K | 0.00% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $148.0K | 0.08% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 15,034 | $148.0K | 0.01% | +15,034 | New |
| TD Private Client Wealth LLC | 14,466 | $142.9K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,191 | $140.0K | 0.00% | +214+1.5% | Added |
| 9258 Wealth Management, LLC | 12,913 | $128.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,580 | $124.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12,445 | $123.0K | 0.01% | +3,990+47.2% | Added |
| AE Wealth Management LLC | 12,301 | $122.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,350 | $112.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,837 | $107.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $105.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,261 | $101.0K | 0.01% | −1,075−9.5% | Reduced |
| Aviance Capital Partners, LLC | 10,195 | $101.0K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,189 | $101.0K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 10,000 | $99.0K | 0.03% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $99.0K | 0.06% | +10,000 | New |
| Parallel Advisors, LLC | 6,095 | $61.0K | 0.00% | +3,473+132.5% | Added |
| US Bancorp | 6,017 | $59.0K | 0.00% | −13,500−69.2% | Reduced |
| Princeton Global Asset Management LLC | 5,441 | $54.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,878 | $48.0K | 0.00% | +1,600+48.8% | Added |
| High Net Worth Advisory Group LLC | 4,500 | $44.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,702 | $37.0K | 0.01% | +3,702 | New |
| Northwestern Mutual Wealth Management Co | 3,599 | $36.0K | 0.00% | +900+33.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,500 | $35.0K | 0.00% | +550+18.6% | Added |
| Creative Financial Designs Inc | 3,394 | $34.0K | 0.01% | +3,394 | New |
| American Portfolios Advisors | 3,237 | $32.0K | 0.00% | +1,687+108.8% | Added |
| Ahrens Investment Partners LLC | 2,500 | $25.0K | 0.01% | −12,735−83.6% | Reduced |
| CoreFirst Bank & Trust | 1,125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,000 | $10.0K | 0.00% | +1,000 | New |
| CWM, LLC | 579 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 500 | $5.00K | 0.00% | +500 | New |
| Financial Management Professionals, Inc. | 447 | $4.00K | 0.00% | +447 | New |
| Ellis Investment Partners, LLC | 383 | $3.00K | 0.00% | +9+2.4% | Added |
| Sugarloaf Wealth Management, LLC | 303 | $3.00K | 0.00% | +7+2.4% | Added |
| JPMorgan Chase & Co | 231 | $2.00K | 0.00% | +231 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $1.48K | 0.00% | +150 | New |
| Bartlett & Co. LLC | 150 | $1.00K | 0.00% | +150 | New |
| FourThought Financial, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −67,850−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −38,426−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −35,959−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −20,996−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −18,332−100.0% | Sold out |
| Titus Wealth Management | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |