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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 106,318 | $797 | 0.00% | −60,327−36.2% | Reduced |
| Spire Wealth Management | 72 | $1.00K | 0.00% | +72 | New |
| Proequities, Inc. | 231 | $1.73K | 0.00% | +231 | New |
| Sugarloaf Wealth Management, LLC | 327 | $2.45K | 0.00% | +8+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 400 | $3.00K | 0.00% | +400 | New |
| Money Concepts Capital Corp | 500 | $3.75K | 0.00% | +500 | New |
| ICA Group Wealth Management, LLC | 1,000 | $7.80K | 0.00% | +1,000 | New |
| Hollencrest Capital Management | 1,550 | $11.6K | 0.00% | +1,550 | New |
| High Net Worth Advisory Group LLC | 2,000 | $15.0K | 0.01% | −2,500−55.6% | Reduced |
| Creative Financial Designs Inc | 3,665 | $27.5K | 0.00% | +93+2.6% | Added |
| Parallel Advisors, LLC | 3,681 | $27.6K | 0.00% | +33+0.9% | Added |
| Hoey Investments, Inc | 4,000 | $30.0K | 0.01% | −6,000−60.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,309 | $32.3K | 0.00% | −2,316−35.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,337 | $32.5K | 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 |
| US Bancorp | 6,017 | $45.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,708 | $50.3K | 0.01% | −650−8.8% | Reduced |
| Running Point Capital Advisors, LLC | 10,000 | $75.0K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,189 | $76.2K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,195 | $76.5K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $79.7K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,860 | $81.5K | 0.00% | −2,500−18.7% | Reduced |
| Jane Street Group, LLC | 11,050 | $82.9K | 0.00% | +11,050 | New |
| Retirement Group, LLC | 11,365 | $85.0K | 0.04% | +4,285+60.5% | Added |
| CoreCap Advisors, LLC | 12,325 | $92.4K | 0.01% | +12,325 | New |
| Arete Wealth Advisors, LLC | 12,968 | $97.3K | 0.01% | +584+4.7% | Added |
| AE Wealth Management LLC | 14,001 | $105.0K | 0.00% | −5,000−26.3% | Reduced |
| TD Private Client Wealth LLC | 14,466 | $108.5K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $112.5K | 0.07% | 00.0% | Unchanged |
| XML Financial, LLC | 15,578 | $116.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,685 | $117.6K | 0.00% | +15,685 | New |
| Gladstone Institutional Advisory LLC | 15,697 | $117.7K | 0.01% | +15,697 | New |
| Atria Wealth Solutions, Inc. | 15,882 | $119.1K | 0.00% | +15,882 | New |
| Virtu Financial LLC | 17,315 | $130.0K | 0.02% | +17,315 | New |
| Avantax Advisory Services, Inc. | 19,319 | $144.9K | 0.00% | +2,660+16.0% | Added |
| Wealth Effects LLC | 19,394 | $145.5K | 0.08% | +352+1.8% | Added |
| Heritage Trust Co | 20,310 | $152.3K | 0.02% | −24,790−55.0% | Reduced |
| Marshall Financial Group LLC | 20,468 | $153.5K | 0.06% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 15,942 | $158.0K | 0.03% | −373−2.3% | Reduced |
| Financial Advisors Network, Inc. | 21,935 | $164.5K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 22,051 | $165.0K | 0.00% | +22,051 | New |
| Primoris Wealth Advisors, LLC | 22,400 | $168.0K | 0.26% | +2,000+9.8% | Added |
| Liberty Capital Management, Inc. | 23,340 | $175.1K | 0.06% | 00.0% | Unchanged |
| Diversified, LLC | 23,347 | $175.1K | 0.07% | −33,116−58.7% | Reduced |
| J.W. Cole Advisors, Inc. | 24,418 | $183.1K | 0.01% | −1,260−4.9% | Reduced |
| Cetera Advisor Networks LLC | 25,599 | $192.0K | 0.00% | +572+2.3% | Added |
| Syverson Strege & Co | 25,904 | $194.3K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 26,727 | $200.5K | 0.02% | +208+0.8% | Added |
| GPS Wealth Strategies Group, LLC | 26,955 | $202.2K | 0.06% | +63+0.2% | Added |
| Sigma Planning Corp | 27,126 | $203.4K | 0.01% | −165−0.6% | Reduced |
| National Asset Management, Inc. | 27,287 | $204.8K | 0.01% | +5,537+25.5% | Added |
| Successful Portfolios LLC | 27,629 | $207.0K | 0.14% | −4,147−13.1% | Reduced |
| Transcend Wealth Collective, LLC | 30,609 | $229.6K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 31,000 | $232.5K | 0.02% | +31,000 | New |
| Ameritas Advisory Services, LLC | 31,156 | $233.7K | 0.01% | +14,828+90.8% | Added |
| Weiss Asset Management LP | 32,791 | $245.9K | 0.01% | +32,791 | New |
| ELCO Management Co., LLC | 34,725 | $260.4K | 0.20% | +650+1.9% | Added |
| Walleye Capital LLC | 34,961 | $262.2K | 0.01% | +34,961 | New |
| Resources Investment Advisors, LLC. | 37,676 | $282.6K | 0.01% | +144+0.4% | Added |
| Formidable Asset Management, LLC | 39,927 | $299.0K | 0.07% | +116+0.3% | Added |
| GWM Advisors LLC | 44,172 | $326.0K | 0.01% | +400+0.9% | Added |
| Garden State Investment Advisory Services LLC | 45,196 | $339.0K | 0.20% | +45,196 | New |
| Alpine Global Management, LLC | 48,854 | $366.0K | 0.12% | +48,854 | New |
| Ausdal Financial Partners, Inc. | 48,838 | $366.3K | 0.05% | +510+1.1% | Added |
| Rockefeller Capital Management L.P. | 51,687 | $387.0K | 0.00% | −14,850−22.3% | Reduced |
| First Heartland Consultants, Inc. | 54,442 | $408.3K | 0.07% | +33,789+163.6% | Added |
| Centaurus Financial, Inc. | 60,952 | $457.0K | 0.04% | −3,044−4.8% | Reduced |
| Royal Bank of Canada | 61,992 | $465.0K | 0.00% | −8,287−11.8% | Reduced |
| Semus Wealth Partners LLC | 64,589 | $484.4K | 0.59% | +64,589 | New |
| Landscape Capital Management, L.L.C. | 67,675 | $507.6K | 0.07% | +67,675 | New |
| Pointe Capital Management LLC | 68,356 | $513.0K | 0.40% | +343+0.5% | Added |
| IFP Advisors, Inc | 57,946 | $538.0K | 0.02% | −3,750−6.1% | Reduced |
| UBS Group AG | 74,298 | $557.2K | 0.00% | +11,770+18.8% | Added |
| Bluefin Capital Management, LLC | 87,177 | $653.8K | 0.12% | +55,137+172.1% | Added |
| Commonwealth Equity Services, LLC | 89,571 | $671.0K | 0.00% | −7,469−7.7% | Reduced |
| Raymond James & Associates | 102,005 | $765.0K | 0.00% | +12,441+13.9% | Added |
| Elequin Capital LP | 135,506 | $1.02M | 0.29% | +135,506 | New |
| Cambridge Investment Research Advisors, Inc. | 145,464 | $1.09M | 0.01% | −1,337−0.9% | Reduced |
| Stifel Financial Corp | 161,260 | $1.21M | 0.00% | −11,711−6.8% | Reduced |
| Bank of America Corp | 163,736 | $1.23M | 0.00% | −9,914−5.7% | Reduced |
| IHT Wealth Management, LLC | 185,759 | $1.39M | 0.09% | −44,029−19.2% | Reduced |
| Advisory Services Network, LLC | 199,806 | $1.50M | 0.05% | +1,178+0.6% | Added |
| Wells Fargo & Company | 231,754 | $1.74M | 0.00% | −8,429−3.5% | Reduced |
| LPL Financial LLC | 253,584 | $1.90M | 0.00% | +1,593+0.6% | Added |
| Financial Alternatives, Inc | 372,342 | $2.79M | 2.77% | +372,342 | New |
| Shaker Financial Services, LLC | 403,096 | $3.02M | 1.41% | +403,096 | New |
| Ameriprise Financial Inc | 416,644 | $3.13M | 0.00% | −36,221−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 492,580 | $3.69M | 0.01% | −230,450−31.9% | Reduced |
| Janney Montgomery Scott LLC | 507,758 | $3.81M | 0.01% | −3,780−0.7% | Reduced |
| Invesco Ltd. | 586,514 | $4.40M | 0.00% | +39,925+7.3% | Added |
| Guggenheim Capital LLC | 670,418 | $5.03M | 0.04% | −159,926−19.3% | Reduced |
| Morgan Stanley | 1,039,721 | $7.80M | 0.00% | −184,401−15.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,068,267 | $8.01M | 0.02% | +82,037+8.3% | Added |
| 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 |