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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, Q3 2022

Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Sep 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
79
−8 vs. Q2 2022
Shares held
8.44M
+405.3K (+5.0%) vs. Q2 2022
Total value
$69.8M
+$2.42M (+3.6%) vs. Q2 2022
New holders
5
38 more added
Sold out
13
17 more reduced

Compare with Q2 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 holdersQ3 2022: 79 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 heldQ3 2022: $69.8M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q2 2022.

Institutions holding ETJ in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,224,122$10.1M0.00%+290,603+31.1%Added
Advisor Group Holdings, Inc.986,230$8.16M0.02%+58,511+6.3%Added
Guggenheim Capital LLC830,344$6.87M0.06%−97,404−10.5%Reduced
Raymond James Financial Services Advisors, Inc.723,030$5.98M0.01%+19,655+2.8%Added
Invesco Ltd.546,589$4.52M0.00%+21,282+4.1%Added
Janney Montgomery Scott LLC511,538$4.23M0.02%+32,302+6.7%Added
Ameriprise Financial Inc452,865$3.75M0.00%−1,165−0.3%Reduced
LPL Financial LLC251,991$2.08M0.00%−29,847−10.6%Reduced
Wells Fargo & Company240,183$1.99M0.00%+8,868+3.8%Added
IHT Wealth Management, LLC229,788$1.90M0.14%+9,497+4.3%Added
Advisory Services Network, LLC198,628$1.64M0.06%+30,342+18.0%Added
Bank of America Corp173,650$1.44M0.00%+12,320+7.6%Added
Stifel Financial Corp172,971$1.43M0.00%+99,966+136.9%Added
Private Advisor Group, LLC166,645$1.38M0.02%+6,137+3.8%Added
Cambridge Investment Research Advisors, Inc.146,801$1.21M0.01%−2,797−1.9%Reduced
Commonwealth Equity Services, LLC97,040$802.0K0.00%+1,270+1.3%Added
Raymond James & Associates89,564$741.0K0.00%−21,371−19.3%Reduced
Royal Bank of Canada70,279$581.0K0.00%−300.0%Reduced
IFP Advisors, Inc61,696$572.0K0.02%+5,150+9.1%Added
Pointe Capital Management LLC68,013$562.0K0.45%+215+0.3%Added
Rockefeller Capital Management L.P.66,537$550.0K0.00%+16,500+33.0%Added
Centaurus Financial, Inc.63,996$529.0K0.05%+946+1.5%Added
UBS Group AG62,528$517.0K0.00%−1,856−2.9%Reduced
Diversified, LLC56,463$467.0K0.24%−8,681−13.3%Reduced
Ausdal Financial Partners, Inc.48,328$400.0K0.06%+1,976+4.3%Added
Heritage Trust Co45,100$373.0K0.07%00.0%Unchanged
GWM Advisors LLC43,772$362.0K0.01%+1,600+3.8%Added
Formidable Asset Management, LLC39,811$331.0K0.08%+253+0.6%Added
Resources Investment Advisors, LLC.37,532$310.0K0.01%+7,467+24.8%Added
ELCO Management Co., LLC34,075$282.0K0.22%−200−0.6%Reduced
Bluefin Capital Management, LLC32,040$265.0K0.03%+614+2.0%Added
Successful Portfolios LLC31,776$263.0K0.19%−110−0.3%Reduced
CIBC Private Wealth Group, LLC31,000$256.0K0.00%00.0%Unchanged
Transcend Wealth Collective, LLC30,609$253.0K0.03%00.0%Unchanged
Sigma Planning Corp27,291$226.0K0.01%+386+1.4%Added
GPS Wealth Strategies Group, LLC26,892$222.0K0.06%+2,631+10.8%Added
Flagship Harbor Advisors, LLC26,519$219.0K0.03%+1,764+7.1%Added
Syverson Strege & Co25,904$214.0K0.11%00.0%Unchanged
J.W. Cole Advisors, Inc.25,678$212.0K0.02%−2,159−7.8%Reduced
Cetera Advisor Networks LLC25,027$207.0K0.00%+1,555+6.6%Added
Liberty Capital Management, Inc.23,340$193.0K0.07%00.0%Unchanged
Financial Advisors Network, Inc.21,935$181.0K0.05%+21,935New
National Asset Management, Inc.21,750$180.0K0.01%+9,517+77.8%Added
Primoris Wealth Advisors, LLC20,400$170.0K0.30%+500+2.5%Added
First Heartland Consultants, Inc.20,653$170.0K0.03%+20,653New
Marshall Financial Group LLC20,468$169.0K0.07%00.0%Unchanged
Wealth Effects LLC19,042$157.0K0.10%00.0%Unchanged
AE Wealth Management LLC19,001$157.0K0.00%+2,600+15.9%Added
Avantax Advisory Services, Inc.16,659$138.0K0.00%+2,229+15.4%Added
Boenning & Scattergood, Inc.16,315$135.0K0.03%+147+0.9%Added
Ameritas Advisory Services, LLC16,328$135.0K0.01%+750+4.8%Added
XML Financial, LLC15,578$129.0K0.02%00.0%Unchanged
Congress Park Capital LLC15,000$124.0K0.08%00.0%Unchanged
TD Private Client Wealth LLC14,466$119.6K0.01%00.0%Unchanged
Stratos Wealth Partners, LTD.13,360$110.0K0.00%−2,000−13.0%Reduced
Arete Wealth Advisors, LLC12,384$102.0K0.01%−8,081−39.5%Reduced
Western Wealth Management, LLC10,772$90.0K0.01%−4,490−29.4%Reduced
Sheaff Brock Investment Advisors, LLC10,625$88.0K0.01%00.0%Unchanged
Insight Advisors, LLC10,189$84.0K0.03%00.0%Unchanged
Aviance Capital Partners, LLC10,195$84.0K0.02%00.0%Unchanged
International Assets Investment Management, LLC10,209$84.0K0.02%+10,209New
Hoey Investments, Inc10,000$83.0K0.03%00.0%Unchanged
Running Point Capital Advisors, LLC10,000$83.0K0.05%00.0%Unchanged
FinTrust Capital Advisors, LLC7,358$61.0K0.02%+1,606+27.9%Added
Retirement Group, LLC7,080$59.0K0.05%−7,669−52.0%Reduced
Northwestern Mutual Wealth Management Co6,625$55.0K0.00%+3,026+84.1%Added
US Bancorp6,017$50.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC5,486$45.0K0.02%+45+0.8%Added
High Net Worth Advisory Group LLC4,500$37.0K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC4,337$36.0K0.00%+837+23.9%Added
Parallel Advisors, LLC3,648$30.0K0.00%−2,447−40.1%Reduced
Creative Financial Designs Inc3,572$30.0K0.00%+92+2.6%Added
American Portfolios Advisors3,605$29.8K0.00%−1,687−31.9%Reduced
Oliver Lagore Vanvalin Investment Group1,600$13.0K0.01%+1,600New
Tower Research Capital LLC (TRC)1,200$10.0K0.00%+1,200New
CWM, LLC579$5.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC319$3.00K0.00%+8+2.6%Added
Ellis Investment Partners, LLC403$3.00K0.00%+11+2.8%Added
FourThought Financial, LLC12$00.00%00.0%Unchanged
CoreCap Advisors, LLC0$00.00%−18,545−100.0%Sold out
Advisor Resource Council0$00.00%−18,370−100.0%Sold out
9258 Wealth Management, LLC0$00.00%−11,763−100.0%Sold out
Hollencrest Capital Management0$00.00%−11,350−100.0%Sold out
Raymond James Trust N.A.0$00.00%−10,837−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−10,300−100.0%Sold out
MML Investors Services, LLC0$00.00%−10,050−100.0%Sold out
Spire Wealth Management0$00.00%−8,363−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−6,646−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−2,500−100.0%Sold out
ACG Wealth0$00.00%−1,230−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−1,125−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−447−100.0%Sold out