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, Q4 2022
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Dec 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
- 94
- +17 vs. Q3 2022
- Shares held
- 9.13M
- +700.3K (+8.3%) vs. Q3 2022
- Total value
- $67.8M
- −$1.96M (−2.8%) vs. Q3 2022
- New holders
- 23
- 29 more added
- Sold out
- 6
- 28 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,068,267 | $8.01M | 0.02% | +82,037+8.3% | Added |
| Morgan Stanley | 1,039,721 | $7.80M | 0.00% | −184,401−15.1% | Reduced |
| Guggenheim Capital LLC | 670,418 | $5.03M | 0.04% | −159,926−19.3% | Reduced |
| Invesco Ltd. | 586,514 | $4.40M | 0.00% | +39,925+7.3% | Added |
| Janney Montgomery Scott LLC | 507,758 | $3.81M | 0.01% | −3,780−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 492,580 | $3.69M | 0.01% | −230,450−31.9% | Reduced |
| Ameriprise Financial Inc | 416,644 | $3.13M | 0.00% | −36,221−8.0% | Reduced |
| Shaker Financial Services, LLC | 403,096 | $3.02M | 1.41% | +403,096 | New |
| Financial Alternatives, Inc | 372,342 | $2.79M | 2.77% | +372,342 | New |
| LPL Financial LLC | 253,584 | $1.90M | 0.00% | +1,593+0.6% | Added |
| Wells Fargo & Company | 231,754 | $1.74M | 0.00% | −8,429−3.5% | Reduced |
| Advisory Services Network, LLC | 199,806 | $1.50M | 0.05% | +1,178+0.6% | Added |
| IHT Wealth Management, LLC | 185,759 | $1.39M | 0.09% | −44,029−19.2% | Reduced |
| Bank of America Corp | 163,736 | $1.23M | 0.00% | −9,914−5.7% | Reduced |
| Stifel Financial Corp | 161,260 | $1.21M | 0.00% | −11,711−6.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 145,464 | $1.09M | 0.01% | −1,337−0.9% | Reduced |
| Elequin Capital LP | 135,506 | $1.02M | 0.29% | +135,506 | New |
| Raymond James & Associates | 102,005 | $765.0K | 0.00% | +12,441+13.9% | Added |
| Commonwealth Equity Services, LLC | 89,571 | $671.0K | 0.00% | −7,469−7.7% | Reduced |
| Bluefin Capital Management, LLC | 87,177 | $653.8K | 0.12% | +55,137+172.1% | Added |
| UBS Group AG | 74,298 | $557.2K | 0.00% | +11,770+18.8% | Added |
| IFP Advisors, Inc | 57,946 | $538.0K | 0.02% | −3,750−6.1% | Reduced |
| Pointe Capital Management LLC | 68,356 | $513.0K | 0.40% | +343+0.5% | Added |
| Landscape Capital Management, L.L.C. | 67,675 | $507.6K | 0.07% | +67,675 | New |
| Semus Wealth Partners LLC | 64,589 | $484.4K | 0.59% | +64,589 | New |
| Royal Bank of Canada | 61,992 | $465.0K | 0.00% | −8,287−11.8% | Reduced |
| Centaurus Financial, Inc. | 60,952 | $457.0K | 0.04% | −3,044−4.8% | Reduced |
| First Heartland Consultants, Inc. | 54,442 | $408.3K | 0.07% | +33,789+163.6% | Added |
| Rockefeller Capital Management L.P. | 51,687 | $387.0K | 0.00% | −14,850−22.3% | Reduced |
| Ausdal Financial Partners, Inc. | 48,838 | $366.3K | 0.05% | +510+1.1% | Added |
| Alpine Global Management, LLC | 48,854 | $366.0K | 0.12% | +48,854 | New |
| Garden State Investment Advisory Services LLC | 45,196 | $339.0K | 0.20% | +45,196 | New |
| GWM Advisors LLC | 44,172 | $326.0K | 0.01% | +400+0.9% | Added |
| Formidable Asset Management, LLC | 39,927 | $299.0K | 0.07% | +116+0.3% | Added |
| Resources Investment Advisors, LLC. | 37,676 | $282.6K | 0.01% | +144+0.4% | Added |
| Walleye Capital LLC | 34,961 | $262.2K | 0.01% | +34,961 | New |
| ELCO Management Co., LLC | 34,725 | $260.4K | 0.20% | +650+1.9% | Added |
| Weiss Asset Management LP | 32,791 | $245.9K | 0.01% | +32,791 | New |
| Ameritas Advisory Services, LLC | 31,156 | $233.7K | 0.01% | +14,828+90.8% | Added |
| Stratos Wealth Advisors, LLC | 31,000 | $232.5K | 0.02% | +31,000 | New |
| Transcend Wealth Collective, LLC | 30,609 | $229.6K | 0.02% | 00.0% | Unchanged |
| Successful Portfolios LLC | 27,629 | $207.0K | 0.14% | −4,147−13.1% | Reduced |
| National Asset Management, Inc. | 27,287 | $204.8K | 0.01% | +5,537+25.5% | Added |
| Sigma Planning Corp | 27,126 | $203.4K | 0.01% | −165−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 26,955 | $202.2K | 0.06% | +63+0.2% | Added |
| Flagship Harbor Advisors, LLC | 26,727 | $200.5K | 0.02% | +208+0.8% | Added |
| Syverson Strege & Co | 25,904 | $194.3K | 0.09% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 25,599 | $192.0K | 0.00% | +572+2.3% | Added |
| J.W. Cole Advisors, Inc. | 24,418 | $183.1K | 0.01% | −1,260−4.9% | Reduced |
| Diversified, LLC | 23,347 | $175.1K | 0.07% | −33,116−58.7% | Reduced |
| Liberty Capital Management, Inc. | 23,340 | $175.1K | 0.06% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 22,400 | $168.0K | 0.26% | +2,000+9.8% | Added |
| JPMorgan Chase & Co | 22,051 | $165.0K | 0.00% | +22,051 | New |
| Financial Advisors Network, Inc. | 21,935 | $164.5K | 0.04% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 15,942 | $158.0K | 0.03% | −373−2.3% | Reduced |
| Marshall Financial Group LLC | 20,468 | $153.5K | 0.06% | 00.0% | Unchanged |
| Heritage Trust Co | 20,310 | $152.3K | 0.02% | −24,790−55.0% | Reduced |
| Wealth Effects LLC | 19,394 | $145.5K | 0.08% | +352+1.8% | Added |
| Avantax Advisory Services, Inc. | 19,319 | $144.9K | 0.00% | +2,660+16.0% | Added |
| Virtu Financial LLC | 17,315 | $130.0K | 0.02% | +17,315 | New |
| Atria Wealth Solutions, Inc. | 15,882 | $119.1K | 0.00% | +15,882 | New |
| Gladstone Institutional Advisory LLC | 15,697 | $117.7K | 0.01% | +15,697 | New |
| Susquehanna International Group, LLP | 15,685 | $117.6K | 0.00% | +15,685 | New |
| XML Financial, LLC | 15,578 | $116.8K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $112.5K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,466 | $108.5K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,001 | $105.0K | 0.00% | −5,000−26.3% | Reduced |
| Arete Wealth Advisors, LLC | 12,968 | $97.3K | 0.01% | +584+4.7% | Added |
| CoreCap Advisors, LLC | 12,325 | $92.4K | 0.01% | +12,325 | New |
| Retirement Group, LLC | 11,365 | $85.0K | 0.04% | +4,285+60.5% | Added |
| Jane Street Group, LLC | 11,050 | $82.9K | 0.00% | +11,050 | New |
| Stratos Wealth Partners, LTD. | 10,860 | $81.5K | 0.00% | −2,500−18.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $79.7K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,195 | $76.5K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,189 | $76.2K | 0.03% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $75.0K | 0.05% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,708 | $50.3K | 0.01% | −650−8.8% | Reduced |
| US Bancorp | 6,017 | $45.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,625 | $42.0K | 0.01% | +139+2.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 5,600 | $42.0K | 0.02% | +4,000+250.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,337 | $32.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,309 | $32.3K | 0.00% | −2,316−35.0% | Reduced |
| Hoey Investments, Inc | 4,000 | $30.0K | 0.01% | −6,000−60.0% | Reduced |
| Parallel Advisors, LLC | 3,681 | $27.6K | 0.00% | +33+0.9% | Added |
| Creative Financial Designs Inc | 3,665 | $27.5K | 0.00% | +93+2.6% | Added |
| High Net Worth Advisory Group LLC | 2,000 | $15.0K | 0.01% | −2,500−55.6% | Reduced |
| Hollencrest Capital Management | 1,550 | $11.6K | 0.00% | +1,550 | New |
| ICA Group Wealth Management, LLC | 1,000 | $7.80K | 0.00% | +1,000 | New |
| Money Concepts Capital Corp | 500 | $3.75K | 0.00% | +500 | New |
| Cary Street Partner Investment Advisory LLC | 400 | $3.00K | 0.00% | +400 | New |
| Sugarloaf Wealth Management, LLC | 327 | $2.45K | 0.00% | +8+2.5% | Added |
| Proequities, Inc. | 231 | $1.73K | 0.00% | +231 | New |
| Spire Wealth Management | 72 | $1.00K | 0.00% | +72 | New |
| Private Advisor Group, LLC | 106,318 | $797 | 0.00% | −60,327−36.2% | Reduced |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,772−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,209−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |