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 2023
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Mar 31, 2023. 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 2022
- Shares held
- 8.70M
- −387.0K (−4.3%) vs. Q4 2022
- Total value
- $69.1M
- +$1.70M (+2.5%) vs. Q4 2022
- New holders
- 14
- 23 more added
- Sold out
- 16
- 31 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,049,593 | $8.34M | 0.02% | −18,674−1.7% | Reduced |
| Morgan Stanley | 790,383 | $6.28M | 0.00% | −249,338−24.0% | Reduced |
| Invesco Ltd. | 712,700 | $5.67M | 0.00% | +126,186+21.5% | Added |
| Guggenheim Capital LLC | 682,206 | $5.42M | 0.05% | +11,788+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 460,394 | $3.66M | 0.01% | −32,186−6.5% | Reduced |
| Ameriprise Financial Inc | 445,776 | $3.54M | 0.00% | +29,132+7.0% | Added |
| Janney Montgomery Scott LLC | 416,644 | $3.31M | 0.01% | −91,114−17.9% | Reduced |
| Financial Alternatives, Inc | 366,002 | $2.91M | 2.79% | −6,340−1.7% | Reduced |
| Wells Fargo & Company | 274,296 | $2.18M | 0.00% | +42,542+18.4% | Added |
| LPL Financial LLC | 243,598 | $1.94M | 0.00% | −9,986−3.9% | Reduced |
| Shaker Financial Services, LLC | 242,493 | $1.93M | 0.84% | −160,603−39.8% | Reduced |
| Bank of America Corp | 186,808 | $1.49M | 0.00% | +23,072+14.1% | Added |
| Cohen & Steers, Inc. | 176,694 | $1.41M | 0.00% | +176,694 | New |
| IHT Wealth Management, LLC | 161,137 | $1.28M | 0.07% | −24,622−13.3% | Reduced |
| Stifel Financial Corp | 160,073 | $1.27M | 0.00% | −1,187−0.7% | Reduced |
| Advisors Asset Management, Inc. | 139,909 | $1.11M | 0.02% | +139,909 | New |
| Cambridge Investment Research Advisors, Inc. | 138,370 | $1.10M | 0.01% | −7,094−4.9% | Reduced |
| Advisory Services Network, LLC | 138,075 | $1.10M | 0.03% | −61,731−30.9% | Reduced |
| Raymond James & Associates | 119,258 | $948.1K | 0.00% | +17,253+16.9% | Added |
| Private Advisor Group, LLC | 100,975 | $802.7K | 0.01% | −5,343−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 95,682 | $760.0K | 0.00% | +6,111+6.8% | Added |
| First Heartland Consultants, Inc. | 87,575 | $696.2K | 0.10% | +33,133+60.9% | Added |
| Landscape Capital Management, L.L.C. | 72,949 | $579.9K | 0.08% | +5,274+7.8% | Added |
| Pointe Capital Management LLC | 66,778 | $530.9K | 0.39% | −1,578−2.3% | Reduced |
| Semus Wealth Partners LLC | 63,161 | $502.1K | 0.54% | −1,428−2.2% | Reduced |
| Centaurus Financial, Inc. | 62,962 | $501.0K | 0.04% | +2,010+3.3% | Added |
| Elequin Capital LP | 59,881 | $476.1K | 0.33% | −75,625−55.8% | Reduced |
| Royal Bank of Canada | 59,135 | $470.0K | 0.00% | −2,857−4.6% | Reduced |
| Rockefeller Capital Management L.P. | 52,387 | $416.0K | 0.00% | +700+1.4% | Added |
| UBS Group AG | 52,278 | $415.6K | 0.00% | −22,020−29.6% | Reduced |
| Ausdal Financial Partners, Inc. | 49,874 | $396.5K | 0.05% | +1,036+2.1% | Added |
| GWM Advisors LLC | 49,172 | $382.6K | 0.00% | +5,000+11.3% | Added |
| Garden State Investment Advisory Services LLC | 45,320 | $360.3K | 0.18% | +124+0.3% | Added |
| Global Assets Advisory, LLC | 40,000 | $316.4K | 0.32% | +40,000 | New |
| Formidable Asset Management, LLC | 39,090 | $306.0K | 0.06% | −837−2.1% | Reduced |
| Resources Investment Advisors, LLC. | 37,855 | $300.9K | 0.01% | +179+0.5% | Added |
| ELCO Management Co., LLC | 34,625 | $275.3K | 0.20% | −100−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 31,000 | $246.4K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 30,609 | $243.3K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 27,615 | $219.5K | 0.14% | −14−0.1% | Reduced |
| National Asset Management, Inc. | 27,405 | $218.2K | 0.01% | +118+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 27,015 | $214.8K | 0.04% | +60+0.2% | Added |
| Syverson Strege & Co | 25,904 | $205.9K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 25,289 | $201.0K | 0.01% | −1,837−6.8% | Reduced |
| Cetera Advisor Networks LLC | 25,027 | $199.0K | 0.00% | −572−2.2% | Reduced |
| Liberty Capital Management, Inc. | 23,340 | $185.6K | 0.06% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 23,000 | $182.8K | 0.07% | +23,000 | New |
| Primoris Wealth Advisors, LLC | 22,467 | $178.6K | 0.22% | +67+0.3% | Added |
| Flagship Harbor Advisors, LLC | 22,024 | $175.1K | 0.02% | −4,703−17.6% | Reduced |
| J.W. Cole Advisors, Inc. | 20,921 | $166.3K | 0.01% | −3,497−14.3% | Reduced |
| Marshall Financial Group LLC | 20,468 | $162.7K | 0.06% | 00.0% | Unchanged |
| Heritage Trust Co | 20,310 | $161.5K | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 19,394 | $154.2K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 17,665 | $143.1K | 0.00% | +17,665 | New |
| Ameritas Advisory Services, LLC | 17,228 | $137.0K | 0.01% | −13,928−44.7% | Reduced |
| Diversified, LLC | 17,063 | $135.7K | 0.05% | −6,284−26.9% | Reduced |
| International Assets Investment Management, LLC | 16,909 | $134.4K | 0.02% | +16,909 | New |
| NWF Advisory Services Inc. | 15,500 | $127.4K | 0.03% | +15,500 | New |
| Gladstone Institutional Advisory LLC | 15,697 | $124.8K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $119.3K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,466 | $115.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,001 | $111.3K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 13,858 | $110.2K | 0.10% | +13,858 | New |
| MML Investors Services, LLC | 13,168 | $105.0K | 0.00% | +13,168 | New |
| Relative Value Partners Group, LLC | 12,742 | $101.3K | 0.01% | +12,742 | New |
| Arete Wealth Advisors, LLC | 12,273 | $98.0K | 0.01% | −695−5.4% | Reduced |
| Armor Investment Advisors, LLC | 11,450 | $91.0K | 0.05% | +11,450 | New |
| Retirement Group, LLC | 11,365 | $90.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,873 | $86.4K | 0.00% | +13+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $84.5K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,313 | $82.0K | 0.00% | −5,569−35.1% | Reduced |
| Aviance Capital Partners, LLC | 10,195 | $81.0K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,189 | $81.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,175 | $80.9K | 0.00% | −9,144−47.3% | Reduced |
| Spire Wealth Management | 7,786 | $61.9K | 0.00% | +7,714+10,713.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 6,525 | $51.9K | 0.02% | +925+16.5% | Added |
| FinTrust Capital Advisors, LLC | 6,708 | $50.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,017 | $47.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $45.7K | 0.01% | +127+2.3% | Added |
| Hoey Investments, Inc | 4,000 | $31.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,731 | $29.7K | 0.00% | +50+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,409 | $27.1K | 0.00% | −900−20.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,500 | $19.9K | 0.00% | −1,837−42.4% | Reduced |
| Hollencrest Capital Management | 1,550 | $12.3K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $7.95K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $7.95K | 0.00% | +1,000 | New |
| Cullen/Frost Bankers, Inc. | 413 | $3.28K | 0.00% | +413 | New |
| Proequities, Inc. | 231 | $1.84K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $8 | 0.00% | +1 | New |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −87,177−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −57,946−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −48,854−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −34,961−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −32,791−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −22,051−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,315−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,685−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −15,578−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |