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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $8 | 0.00% | +1 | New |
| Proequities, Inc. | 231 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 413 | $3.28K | 0.00% | +413 | New |
| 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 |
| Hollencrest Capital Management | 1,550 | $12.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,500 | $19.9K | 0.00% | −1,837−42.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,409 | $27.1K | 0.00% | −900−20.9% | Reduced |
| Parallel Advisors, LLC | 3,731 | $29.7K | 0.00% | +50+1.4% | Added |
| Hoey Investments, Inc | 4,000 | $31.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $45.7K | 0.01% | +127+2.3% | Added |
| US Bancorp | 6,017 | $47.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,708 | $50.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6,525 | $51.9K | 0.02% | +925+16.5% | Added |
| Spire Wealth Management | 7,786 | $61.9K | 0.00% | +7,714+10,713.9% | Added |
| Avantax Advisory Services, Inc. | 10,175 | $80.9K | 0.00% | −9,144−47.3% | Reduced |
| Insight Advisors, LLC | 10,189 | $81.0K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,195 | $81.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,313 | $82.0K | 0.00% | −5,569−35.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $84.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,873 | $86.4K | 0.00% | +13+0.1% | Added |
| Retirement Group, LLC | 11,365 | $90.0K | 0.04% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 11,450 | $91.0K | 0.05% | +11,450 | New |
| Arete Wealth Advisors, LLC | 12,273 | $98.0K | 0.01% | −695−5.4% | Reduced |
| Relative Value Partners Group, LLC | 12,742 | $101.3K | 0.01% | +12,742 | New |
| MML Investors Services, LLC | 13,168 | $105.0K | 0.00% | +13,168 | New |
| David J Yvars Group | 13,858 | $110.2K | 0.10% | +13,858 | New |
| AE Wealth Management LLC | 14,001 | $111.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,466 | $115.0K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $119.3K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 15,697 | $124.8K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 15,500 | $127.4K | 0.03% | +15,500 | New |
| International Assets Investment Management, LLC | 16,909 | $134.4K | 0.02% | +16,909 | New |
| Diversified, LLC | 17,063 | $135.7K | 0.05% | −6,284−26.9% | Reduced |
| Ameritas Advisory Services, LLC | 17,228 | $137.0K | 0.01% | −13,928−44.7% | Reduced |
| Bank of Montreal | 17,665 | $143.1K | 0.00% | +17,665 | New |
| Wealth Effects LLC | 19,394 | $154.2K | 0.08% | 00.0% | Unchanged |
| Heritage Trust Co | 20,310 | $161.5K | 0.03% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 20,468 | $162.7K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 20,921 | $166.3K | 0.01% | −3,497−14.3% | Reduced |
| Flagship Harbor Advisors, LLC | 22,024 | $175.1K | 0.02% | −4,703−17.6% | Reduced |
| Primoris Wealth Advisors, LLC | 22,467 | $178.6K | 0.22% | +67+0.3% | Added |
| Strategic Financial Concepts, LLC | 23,000 | $182.8K | 0.07% | +23,000 | New |
| Liberty Capital Management, Inc. | 23,340 | $185.6K | 0.06% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 25,027 | $199.0K | 0.00% | −572−2.2% | Reduced |
| Sigma Planning Corp | 25,289 | $201.0K | 0.01% | −1,837−6.8% | Reduced |
| Syverson Strege & Co | 25,904 | $205.9K | 0.09% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 27,015 | $214.8K | 0.04% | +60+0.2% | Added |
| National Asset Management, Inc. | 27,405 | $218.2K | 0.01% | +118+0.4% | Added |
| Successful Portfolios LLC | 27,615 | $219.5K | 0.14% | −14−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 30,609 | $243.3K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 31,000 | $246.4K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 34,625 | $275.3K | 0.20% | −100−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 37,855 | $300.9K | 0.01% | +179+0.5% | Added |
| Formidable Asset Management, LLC | 39,090 | $306.0K | 0.06% | −837−2.1% | Reduced |
| Global Assets Advisory, LLC | 40,000 | $316.4K | 0.32% | +40,000 | New |
| Garden State Investment Advisory Services LLC | 45,320 | $360.3K | 0.18% | +124+0.3% | Added |
| GWM Advisors LLC | 49,172 | $382.6K | 0.00% | +5,000+11.3% | Added |
| Ausdal Financial Partners, Inc. | 49,874 | $396.5K | 0.05% | +1,036+2.1% | Added |
| UBS Group AG | 52,278 | $415.6K | 0.00% | −22,020−29.6% | Reduced |
| Rockefeller Capital Management L.P. | 52,387 | $416.0K | 0.00% | +700+1.4% | Added |
| Royal Bank of Canada | 59,135 | $470.0K | 0.00% | −2,857−4.6% | Reduced |
| Elequin Capital LP | 59,881 | $476.1K | 0.33% | −75,625−55.8% | Reduced |
| Centaurus Financial, Inc. | 62,962 | $501.0K | 0.04% | +2,010+3.3% | Added |
| Semus Wealth Partners LLC | 63,161 | $502.1K | 0.54% | −1,428−2.2% | Reduced |
| Pointe Capital Management LLC | 66,778 | $530.9K | 0.39% | −1,578−2.3% | Reduced |
| Landscape Capital Management, L.L.C. | 72,949 | $579.9K | 0.08% | +5,274+7.8% | Added |
| First Heartland Consultants, Inc. | 87,575 | $696.2K | 0.10% | +33,133+60.9% | Added |
| Commonwealth Equity Services, LLC | 95,682 | $760.0K | 0.00% | +6,111+6.8% | Added |
| Private Advisor Group, LLC | 100,975 | $802.7K | 0.01% | −5,343−5.0% | Reduced |
| Raymond James & Associates | 119,258 | $948.1K | 0.00% | +17,253+16.9% | Added |
| Advisory Services Network, LLC | 138,075 | $1.10M | 0.03% | −61,731−30.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 138,370 | $1.10M | 0.01% | −7,094−4.9% | Reduced |
| Advisors Asset Management, Inc. | 139,909 | $1.11M | 0.02% | +139,909 | New |
| Stifel Financial Corp | 160,073 | $1.27M | 0.00% | −1,187−0.7% | Reduced |
| IHT Wealth Management, LLC | 161,137 | $1.28M | 0.07% | −24,622−13.3% | Reduced |
| Cohen & Steers, Inc. | 176,694 | $1.41M | 0.00% | +176,694 | New |
| Bank of America Corp | 186,808 | $1.49M | 0.00% | +23,072+14.1% | Added |
| Shaker Financial Services, LLC | 242,493 | $1.93M | 0.84% | −160,603−39.8% | Reduced |
| LPL Financial LLC | 243,598 | $1.94M | 0.00% | −9,986−3.9% | Reduced |
| Wells Fargo & Company | 274,296 | $2.18M | 0.00% | +42,542+18.4% | Added |
| Financial Alternatives, Inc | 366,002 | $2.91M | 2.79% | −6,340−1.7% | Reduced |
| Janney Montgomery Scott LLC | 416,644 | $3.31M | 0.01% | −91,114−17.9% | Reduced |
| Ameriprise Financial Inc | 445,776 | $3.54M | 0.00% | +29,132+7.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 460,394 | $3.66M | 0.01% | −32,186−6.5% | Reduced |
| Guggenheim Capital LLC | 682,206 | $5.42M | 0.05% | +11,788+1.8% | Added |
| Invesco Ltd. | 712,700 | $5.67M | 0.00% | +126,186+21.5% | Added |
| Morgan Stanley | 790,383 | $6.28M | 0.00% | −249,338−24.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,049,593 | $8.34M | 0.02% | −18,674−1.7% | Reduced |
| 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 |