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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, Q2 2022

Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Jun 30, 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
87
−2 vs. Q1 2022
Shares held
8.03M
−548.1K (−6.4%) vs. Q1 2022
Total value
$67.4M
−$11.0M (−14.0%) vs. Q1 2022
New holders
5
38 more added
Sold out
7
14 more reduced

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 87 institutions
Q1 2021: 87 institutionsQ2 2021: 87 institutionsQ3 2021: 79 institutionsQ4 2021: 88 institutionsQ1 2022: 89 institutionsQ2 2022: 87 institutionsQ3 2022: 79 institutionsQ4 2022: 94 institutionsQ1 2023: 89 institutionsQ2 2023: 84 institutionsQ3 2023: 91 institutionsQ4 2023: 87 institutionsQ1 2024: 96 institutionsQ2 2024: 89 institutionsQ3 2024: 86 institutionsQ4 2024: 97 institutionsQ1 2025: 93 institutionsQ2 2025: 105 institutionsQ3 2025: 110 institutionsQ4 2025: 119 institutionsQ1 2026: 119 institutionsQ2 2026: 122 institutions
Value heldQ2 2022: $67.4M
Q1 2021: $87.6MQ2 2021: $90.8MQ3 2021: $81.8MQ4 2021: $85.1MQ1 2022: $78.4MQ2 2022: $67.4MQ3 2022: $69.8MQ4 2022: $67.8MQ1 2023: $69.1MQ2 2023: $75.1MQ3 2023: $79.7MQ4 2023: $89.7MQ1 2024: $101.5MQ2 2024: $106.1MQ3 2024: $108.2MQ4 2024: $112.5MQ1 2025: $115.1MQ2 2025: $128.0MQ3 2025: $132.0MQ4 2025: $132.2MQ1 2026: $115.6MQ2 2026: $119.4M
Institutions holding ETJ and their total value by quarter
QuarterHoldersValue
Q2 2026122$119.4M
Q1 2026119$115.6M
Q4 2025119$132.2M
Q3 2025110$132.0M
Q2 2025105$128.0M
Q1 202593$115.1M
Q4 202497$112.5M
Q3 202486$108.2M
Q2 202489$106.1M
Q1 202496$101.5M
Q4 202387$89.7M
Q3 202391$79.7M
Q2 202384$75.1M
Q1 202389$69.1M
Q4 202294$67.8M
Q3 202279$69.8M
Q2 202287$67.4M
Q1 202289$78.4M
Q4 202188$85.1M
Q3 202179$81.8M
Q2 202187$90.8M
Q1 202187$87.6M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q1 2022.

Institutions holding ETJ in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley933,519$7.82M0.00%−224,796−19.4%Reduced
Guggenheim Capital LLC927,748$7.78M0.06%+59,263+6.8%Added
Advisor Group Holdings, Inc.927,719$7.77M0.02%+43,994+5.0%Added
Raymond James Financial Services Advisors, Inc.703,375$5.89M0.01%+14,912+2.2%Added
Invesco Ltd.525,307$4.40M0.00%−46,109−8.1%Reduced
Janney Montgomery Scott LLC479,236$4.05M0.02%+28,991+6.4%Added
Ameriprise Financial Inc454,030$3.81M0.00%+42,623+10.4%Added
LPL Financial LLC281,838$2.36M0.00%−22,192−7.3%Reduced
Wells Fargo & Company231,315$1.94M0.00%+35,108+17.9%Added
IHT Wealth Management, LLC220,291$1.85M0.16%+5,788+2.7%Added
Advisory Services Network, LLC168,286$1.41M0.05%+12,760+8.2%Added
Bank of America Corp161,330$1.35M0.00%−3,553−2.2%Reduced
Private Advisor Group, LLC160,508$1.34M0.01%+1,274+0.8%Added
Cambridge Investment Research Advisors, Inc.149,598$1.25M0.01%+6,368+4.4%Added
Raymond James & Associates110,935$930.0K0.00%−2,028−1.8%Reduced
Commonwealth Equity Services, LLC95,770$802.0K0.00%+7,403+8.4%Added
Stifel Financial Corp73,005$612.0K0.00%+26,562+57.2%Added
Royal Bank of Canada70,309$589.0K0.00%+1,507+2.2%Added
Pointe Capital Management LLC67,798$568.0K0.42%−646,901−90.5%Reduced
Diversified, LLC65,144$546.0K0.23%−5,054−7.2%Reduced
UBS Group AG64,384$540.0K0.00%−1,584−2.4%Reduced
Centaurus Financial, Inc.63,050$528.0K0.05%+2,433+4.0%Added
IFP Advisors, Inc56,546$524.0K0.02%00.0%Unchanged
Rockefeller Capital Management L.P.50,037$419.0K0.00%+45,159+925.8%Added
Ausdal Financial Partners, Inc.46,352$388.0K0.06%+4,106+9.7%Added
Heritage Trust Co45,100$378.0K0.06%+45,100New
GWM Advisors LLC42,172$353.0K0.01%+2,800+7.1%Added
Formidable Asset Management, LLC39,558$331.0K0.07%+170+0.4%Added
ELCO Management Co., LLC34,275$287.0K0.24%00.0%Unchanged
Successful Portfolios LLC31,886$267.0K0.18%+9,988+45.6%Added
Bluefin Capital Management, LLC31,426$264.0K0.04%+3,623+13.0%Added
CIBC Private Wealth Group, LLC31,000$260.0K0.00%00.0%Unchanged
Transcend Wealth Collective, LLC30,609$257.0K0.03%00.0%Unchanged
Resources Investment Advisors, LLC.30,065$252.0K0.01%+2,735+10.0%Added
J.W. Cole Advisors, Inc.27,837$233.0K0.02%+2,751+11.0%Added
Sigma Planning Corp26,905$225.0K0.01%+647+2.5%Added
Syverson Strege & Co25,904$217.0K0.08%+5,465+26.7%Added
Flagship Harbor Advisors, LLC24,755$207.0K0.02%+251+1.0%Added
GPS Wealth Strategies Group, LLC24,261$203.0K0.05%+20,559+555.3%Added
Cetera Advisor Networks LLC23,472$197.0K0.00%+1,000+4.4%Added
Liberty Capital Management, Inc.23,340$196.0K0.07%00.0%Unchanged
Marshall Financial Group LLC20,468$172.0K0.07%00.0%Unchanged
Arete Wealth Advisors, LLC20,465$171.0K0.02%+20,465New
Primoris Wealth Advisors, LLC19,900$166.0K0.25%−650−3.2%Reduced
Wealth Effects LLC19,042$160.0K0.10%00.0%Unchanged
CoreCap Advisors, LLC18,545$155.0K0.01%+6,100+49.0%Added
Advisor Resource Council18,370$154.0K0.01%+18,370New
AE Wealth Management LLC16,401$137.0K0.00%+4,100+33.3%Added
Boenning & Scattergood, Inc.16,168$135.0K0.03%+226+1.4%Added
XML Financial, LLC15,578$131.0K0.03%00.0%Unchanged
Ameritas Advisory Services, LLC15,578$131.0K0.01%00.0%Unchanged
Stratos Wealth Partners, LTD.15,360$129.0K0.00%00.0%Unchanged
Western Wealth Management, LLC15,262$127.0K0.01%+228+1.5%Added
Congress Park Capital LLC15,000$126.0K0.08%00.0%Unchanged
Retirement Group, LLC14,749$124.0K0.05%−6,570−30.8%Reduced
TD Private Client Wealth LLC14,466$121.2K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.14,430$121.0K0.00%+239+1.7%Added
National Asset Management, Inc.12,233$103.0K0.00%−3,329−21.4%Reduced
9258 Wealth Management, LLC11,763$99.0K0.03%−1,150−8.9%Reduced
Insight Advisors, LLC10,189$99.0K0.03%00.0%Unchanged
Hollencrest Capital Management11,350$95.0K0.01%00.0%Unchanged
Raymond James Trust N.A.10,837$91.0K0.00%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC10,625$89.0K0.01%00.0%Unchanged
Wealthcare Advisory Partners LLC10,300$86.0K0.01%+39+0.4%Added
Aviance Capital Partners, LLC10,195$85.0K0.02%00.0%Unchanged
MML Investors Services, LLC10,050$84.0K0.00%−42,920−81.0%Reduced
Hoey Investments, Inc10,000$84.0K0.04%00.0%Unchanged
Running Point Capital Advisors, LLC10,000$84.0K0.05%00.0%Unchanged
Spire Wealth Management8,363$70.0K0.00%−8,169−49.4%Reduced
SeaCrest Wealth Management, LLC6,646$56.0K0.01%+6,646New
FinTrust Capital Advisors, LLC5,752$54.0K0.01%+5,252+1,050.4%Added
Parallel Advisors, LLC6,095$51.0K0.00%00.0%Unchanged
US Bancorp6,017$50.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC5,441$46.0K0.01%00.0%Unchanged
American Portfolios Advisors5,292$44.3K0.00%+2,055+63.5%Added
High Net Worth Advisory Group LLC4,500$38.0K0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,599$30.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC3,500$29.0K0.00%00.0%Unchanged
Creative Financial Designs Inc3,480$29.0K0.00%+86+2.5%Added
Ahrens Investment Partners LLC2,500$21.0K0.01%00.0%Unchanged
ACG Wealth1,230$10.0K0.00%+1,230New
CoreFirst Bank & Trust1,125$9.00K0.01%00.0%Unchanged
CWM, LLC579$5.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.447$4.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC311$3.00K0.00%+8+2.6%Added
Ellis Investment Partners, LLC392$3.00K0.00%+9+2.3%Added
FourThought Financial, LLC12$00.00%00.0%Unchanged
TriaGen Wealth Management LLC0$00.00%−16,850−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−12,580−100.0%Sold out
Prospera Financial Services Inc0$00.00%−1,000−100.0%Sold out
Money Concepts Capital Corp0$00.00%−500−100.0%Sold out
JPMorgan Chase & Co0$00.00%−231−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−150−100.0%Sold out
Bartlett & Co. LLC0$00.00%−150−100.0%Sold out