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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 2024

Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Sep 30, 2024. 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
86
−3 vs. Q2 2024
Shares held
11.9M
−394.2K (−3.2%) vs. Q2 2024
Total value
$108.2M
+$2.09M (+2.0%) vs. Q2 2024
New holders
8
29 more added
Sold out
11
24 more reduced

Compare with Q2 2024: 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 2024: 86 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 2024: $108.2M
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 2024

Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q2 2024.

Institutions holding ETJ in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.1,001,184$9.22M0.02%+9,818+1.0%Added
Guggenheim Capital LLC1,000,885$9.22M0.07%+136,665+15.8%Added
Cornerstone Advisors, LLC901,940$8.31M0.33%−391,840−30.3%Reduced
LPL Financial LLC885,141$8.15M0.00%+32,980+3.9%Added
Raymond James Financial Services Advisors, Inc.848,068$7.81M0.01%+48,715+6.1%Added
Invesco Ltd.800,827$7.38M0.00%+46,871+6.2%Added
Morgan Stanley781,214$7.19M0.00%+25,766+3.4%Added
Raymond James & Associates535,865$4.94M0.00%+13,919+2.7%Added
Cohen & Steers, Inc.442,446$4.08M0.01%00.0%Unchanged
Janney Montgomery Scott LLC439,254$4.05M0.01%−3,552−0.8%Reduced
Advisors Asset Management, Inc.389,011$3.58M0.07%−4,142−1.1%Reduced
Ameriprise Financial Inc364,215$3.35M0.00%+4,801+1.3%Added
IHT Wealth Management, LLC279,324$2.57M0.07%+80,213+40.3%Added
Financial Alternatives, Inc260,487$2.40M1.69%−12,419−4.6%Reduced
Cambridge Investment Research Advisors, Inc.238,732$2.20M0.01%−6,938−2.8%Reduced
Wells Fargo & Company220,817$2.03M0.00%+2,261+1.0%Added
Maxwell Wealth Strategies Inc.215,946$1.97M0.84%−94,602−30.5%Reduced
Bank of America Corp163,142$1.50M0.00%−3,291−2.0%Reduced
Independent Financial Group, LLC133,609$1.23M0.05%+100,194+299.8%Added
Private Advisor Group, LLC105,156$968.5K0.01%−6,014−5.4%Reduced
Advisory Services Network, LLC108,328$951.1K0.02%00.0%Unchanged
First Heartland Consultants, Inc.94,197$868.0K0.09%+5,476+6.2%Added
Ausdal Financial Partners, Inc.84,797$781.0K0.08%−1,087−1.3%Reduced
Royal Bank of Canada80,214$739.0K0.00%+9,615+13.6%Added
Shaker Financial Services, LLC71,605$659.5K0.25%−138,310−65.9%Reduced
Centaurus Financial, Inc.70,268$647.0K0.04%+3,610+5.4%Added
Stifel Financial Corp69,091$636.3K0.00%+15,497+28.9%Added
Pointe Capital Management LLC68,579$631.6K0.37%+346+0.5%Added
UBS Group AG59,904$551.7K0.00%−35,893−37.5%Reduced
Sax Wealth Advisors, LLC59,000$543.4K0.05%+59,000New
Commonwealth Equity Services, LLC54,799$505.0K0.00%−20,786−27.5%Reduced
HighTower Advisors, LLC47,922$442.0K0.00%+150+0.3%Added
Garden State Investment Advisory Services LLC46,946$432.4K0.14%−1,865−3.8%Reduced
GWM Advisors LLC42,345$390.0K0.00%−5,427−11.4%Reduced
Semus Wealth Partners LLC41,580$382.9K0.27%−11,073−21.0%Reduced
ELCO Management Co., LLC35,433$326.3K0.18%−1,394−3.8%Reduced
SageView Advisory Group, LLC33,605$309.5K0.02%00.0%Unchanged
Cetera Investment Advisers32,755$301.7K0.00%−971−2.9%Reduced
Stratos Wealth Advisors, LLC31,200$287.4K0.01%00.0%Unchanged
Everstar Asset Management, LLC31,055$286.0K0.20%+31,055New
Transcend Wealth Collective, LLC30,609$281.9K0.02%00.0%Unchanged
Sigma Planning Corp30,090$277.1K0.01%+1,285+4.5%Added
Formidable Asset Management, LLC28,732$264.6K0.04%−1,815−5.9%Reduced
Strategic Financial Concepts, LLC28,100$258.8K0.08%−220,866−88.7%Reduced
Successful Portfolios LLC27,511$253.4K0.17%−16−0.1%Reduced
Syverson Strege & Co25,904$238.6K0.08%00.0%Unchanged
Northwestern Mutual Wealth Management Co21,499$198.0K0.00%+17,203+400.4%Added
Primoris Wealth Advisors, LLC21,450$197.6K0.14%+40.0%Added
NBC Securities, Inc.20,812$191.0K0.02%−6,084−22.6%Reduced
Sheaff Brock Investment Advisors, LLC19,417$178.8K0.02%00.0%Unchanged
Principal Securities, Inc.19,269$177.5K0.00%00.0%Unchanged
Wealth Effects LLC18,247$168.1K0.06%+925+5.3%Added
Ameritas Advisory Services, LLC17,656$162.6K0.01%−850−4.6%Reduced
Flagship Harbor Advisors, LLC16,255$149.7K0.01%+179+1.1%Added
Liberty Capital Management, Inc.16,170$148.9K0.03%00.0%Unchanged
David J Yvars Group15,569$143.4K0.09%+303+2.0%Added
Gladstone Institutional Advisory LLC15,536$143.1K0.01%00.0%Unchanged
NWF Advisory Services Inc.15,300$140.9K0.02%00.0%Unchanged
Congress Park Capital LLC15,000$138.2K0.05%00.0%Unchanged
Global Assets Advisory, LLC14,350$131.6K0.07%+14,350New
Diversified, LLC13,569$125.0K0.01%−1,512−10.0%Reduced
Diversified Enterprises, LLC13,569$125.0K0.01%+13,569New
Steward Partners Investment Advisory, LLC13,331$122.8K0.00%+26+0.2%Added
Raymond James Trust N.A.13,077$120.4K0.00%00.0%Unchanged
Marshall Financial Group LLC12,402$114.2K0.03%00.0%Unchanged
MML Investors Services, LLC12,400$114.0K0.00%−159−1.3%Reduced
Western Wealth Management, LLC12,367$113.9K0.01%+12,367New
GPS Wealth Strategies Group, LLC11,509$106.0K0.01%00.0%Unchanged
Insight Advisors, LLC10,650$98.1K0.02%+225+2.2%Added
Stratos Wealth Partners, LTD.10,578$97.4K0.00%+44+0.4%Added
Oliver Lagore Vanvalin Investment Group9,700$89.3K0.02%00.0%Unchanged
CoreCap Advisors, LLC6,760$62.3K0.00%00.0%Unchanged
Princeton Global Asset Management LLC5,752$53.0K0.01%00.0%Unchanged
Creative Capital Management Investments LLC4,694$43.2K0.02%00.0%Unchanged
Parallel Advisors, LLC4,220$38.9K0.00%+86+2.1%Added
Hoey Investments, Inc4,000$35.1K0.01%00.0%Unchanged
Geneos Wealth Management Inc.2,475$22.8K0.00%+2,475New
Comerica Bank2,048$18.9K0.00%00.0%Unchanged
Private Trust Co NA2,000$18.4K0.00%00.0%Unchanged
Manchester Capital Management LLC2,000$18.4K0.00%00.0%Unchanged
Hollencrest Capital Management1,550$14.3K0.00%00.0%Unchanged
Smartleaf Asset Management LLC1,283$11.7K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.1,000$9.21K0.00%+1,000New
Pathway Financial Advisers, LLC13,180$1.43K0.00%+11,780+841.4%Added
CBIZ Investment Advisory Services, LLC19$1770.00%+19New
International Assets Investment Management, LLC171,389––+156,280+1,034.4%Added
Landscape Capital Management, L.L.C.0$00.00%−145,009−100.0%Sold out
Flow State Investments, L.P.0$00.00%−60,236−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−21,414−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−18,846−100.0%Sold out
Stonebrook Private Inc.0$00.00%−12,020−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−11,088−100.0%Sold out
US Bancorp0$00.00%−6,017−100.0%Sold out
ORG Partners LLC0$00.00%−5,000−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−1,500−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−672−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−600−100.0%Sold out