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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $1.00K | 0.00% | +150 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $1.48K | 0.00% | +150 | New |
| JPMorgan Chase & Co | 231 | $2.00K | 0.00% | +231 | 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 |
| Financial Management Professionals, Inc. | 447 | $4.00K | 0.00% | +447 | New |
| FinTrust Capital Advisors, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 500 | $5.00K | 0.00% | +500 | New |
| CWM, LLC | 579 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,000 | $10.0K | 0.00% | +1,000 | New |
| CoreFirst Bank & Trust | 1,125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2,500 | $25.0K | 0.01% | −12,735−83.6% | Reduced |
| American Portfolios Advisors | 3,237 | $32.0K | 0.00% | +1,687+108.8% | Added |
| Creative Financial Designs Inc | 3,394 | $34.0K | 0.01% | +3,394 | New |
| Steward Partners Investment Advisory, LLC | 3,500 | $35.0K | 0.00% | +550+18.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,599 | $36.0K | 0.00% | +900+33.3% | Added |
| GPS Wealth Strategies Group, LLC | 3,702 | $37.0K | 0.01% | +3,702 | New |
| High Net Worth Advisory Group LLC | 4,500 | $44.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,878 | $48.0K | 0.00% | +1,600+48.8% | Added |
| Princeton Global Asset Management LLC | 5,441 | $54.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,017 | $59.0K | 0.00% | −13,500−69.2% | Reduced |
| Parallel Advisors, LLC | 6,095 | $61.0K | 0.00% | +3,473+132.5% | Added |
| 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 |
| 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 |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $105.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,837 | $107.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,350 | $112.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,301 | $122.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12,445 | $123.0K | 0.01% | +3,990+47.2% | Added |
| Integrated Wealth Concepts LLC | 12,580 | $124.0K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 12,913 | $128.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 14,191 | $140.0K | 0.00% | +214+1.5% | Added |
| TD Private Client Wealth LLC | 14,466 | $142.9K | 0.01% | 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 |
| Stratos Wealth Partners, LTD. | 15,360 | $152.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Boenning & Scattergood, Inc. | 15,942 | $158.0K | 0.03% | +355+2.3% | Added |
| Spire Wealth Management | 16,532 | $163.0K | 0.00% | −15,545−48.5% | Reduced |
| TriaGen Wealth Management LLC | 16,850 | $166.0K | 0.09% | +16,850 | New |
| Wealth Effects LLC | 19,042 | $188.0K | 0.09% | 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 |
| Primoris Wealth Advisors, LLC | 20,550 | $205.0K | 0.19% | 00.0% | Unchanged |
| Retirement Group, LLC | 21,319 | $211.0K | 0.08% | +3,582+20.2% | Added |
| Successful Portfolios LLC | 21,898 | $216.0K | 0.12% | −30−0.1% | Reduced |
| Cetera Advisor Networks LLC | 22,472 | $222.0K | 0.00% | +11,148+98.4% | Added |
| Liberty Capital Management, Inc. | 23,340 | $231.0K | 0.07% | +23,340 | New |
| Flagship Harbor Advisors, LLC | 24,504 | $242.0K | 0.02% | −1,138−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 25,086 | $248.0K | 0.02% | +25,086 | New |
| Sigma Planning Corp | 26,258 | $259.0K | 0.01% | +356+1.4% | Added |
| Resources Investment Advisors, LLC. | 27,330 | $270.0K | 0.01% | +2,070+8.2% | Added |
| Bluefin Capital Management, LLC | 27,803 | $275.0K | 0.05% | +27,803 | New |
| Transcend Wealth Collective, LLC | 30,609 | $302.0K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 31,000 | $306.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 34,275 | $339.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| Ausdal Financial Partners, Inc. | 42,246 | $417.0K | 0.06% | +3,902+10.2% | Added |
| Stifel Financial Corp | 46,443 | $459.0K | 0.00% | −3,427−6.9% | Reduced |
| MML Investors Services, LLC | 52,970 | $523.0K | 0.00% | −53,690−50.3% | Reduced |
| IFP Advisors, Inc | 56,546 | $524.0K | 0.01% | +56,546 | New |
| Centaurus Financial, Inc. | 60,617 | $599.0K | 0.05% | +8,478+16.3% | Added |
| UBS Group AG | 65,968 | $652.0K | 0.00% | −7,069−9.7% | Reduced |
| Royal Bank of Canada | 68,802 | $680.0K | 0.00% | +14,751+27.3% | Added |
| Diversified, LLC | 70,198 | $694.0K | 0.28% | −2,094−2.9% | Reduced |
| Pointe Capital Management LLC | 714,699 | $706.0K | 0.45% | +643,425+902.7% | Added |
| Commonwealth Equity Services, LLC | 88,367 | $873.0K | 0.00% | +17,213+24.2% | Added |
| Raymond James & Associates | 112,963 | $1.12M | 0.00% | +41,207+57.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 143,230 | $1.42M | 0.01% | +2,837+2.0% | Added |
| Advisory Services Network, LLC | 155,526 | $1.54M | 0.05% | +27,733+21.7% | Added |
| Private Advisor Group, LLC | 159,234 | $1.57M | 0.01% | +20,161+14.5% | Added |
| Bank of America Corp | 164,883 | $1.63M | 0.00% | −7,661−4.4% | Reduced |
| Wells Fargo & Company | 196,207 | $1.94M | 0.00% | +21,223+12.1% | Added |
| IHT Wealth Management, LLC | 214,503 | $2.12M | 0.16% | +46,028+27.3% | Added |
| LPL Financial LLC | 304,030 | $3.00M | 0.00% | −499,115−62.1% | Reduced |
| Ameriprise Financial Inc | 411,407 | $4.07M | 0.00% | +10,210+2.5% | Added |
| Janney Montgomery Scott LLC | 450,245 | $4.45M | 0.02% | +53,622+13.5% | Added |
| Invesco Ltd. | 571,416 | $5.64M | 0.00% | −24,198−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 688,463 | $6.80M | 0.01% | +48,355+7.6% | Added |
| Guggenheim Capital LLC | 868,485 | $8.58M | 0.05% | +124,935+16.8% | Added |
| Advisor Group Holdings, Inc. | 883,725 | $8.73M | 0.02% | +26,255+3.1% | Added |
| Morgan Stanley | 1,158,315 | $11.4M | 0.00% | +77,124+7.1% | Added |
| 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 |