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 2024
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Dec 31, 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
- 97
- +16 vs. Q3 2024
- Shares held
- 12.1M
- +1.55M (+14.7%) vs. Q3 2024
- Total value
- $112.5M
- +$17.3M (+18.1%) vs. Q3 2024
- New holders
- 19
- 32 more added
- Sold out
- 3
- 24 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 1,476,861 | $13.7M | 0.01% | +1,476,861 | New |
| Guggenheim Capital LLC | 1,308,364 | $12.2M | 0.10% | +307,479+30.7% | Added |
| Advisor Group Holdings, Inc. | 1,032,556 | $9.61M | 0.02% | +31,372+3.1% | Added |
| LPL Financial LLC | 906,273 | $8.44M | 0.00% | +21,132+2.4% | Added |
| Invesco Ltd. | 834,656 | $7.77M | 0.00% | +33,829+4.2% | Added |
| Morgan Stanley | 788,301 | $7.34M | 0.00% | +7,087+0.9% | Added |
| Janney Montgomery Scott LLC | 471,557 | $4.39M | 0.01% | +32,303+7.4% | Added |
| Cohen & Steers, Inc. | 442,446 | $4.12M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 358,283 | $3.34M | 0.00% | −5,932−1.6% | Reduced |
| Cornerstone Advisors, LLC | 350,675 | $3.26M | 0.13% | −551,265−61.1% | Reduced |
| Advisors Asset Management, Inc. | 345,428 | $3.22M | 0.06% | −43,583−11.2% | Reduced |
| Wells Fargo & Company | 303,268 | $2.82M | 0.00% | +82,451+37.3% | Added |
| Shaker Financial Services, LLC | 282,970 | $2.63M | 1.01% | +211,365+295.2% | Added |
| Financial Alternatives, Inc | 257,631 | $2.40M | 1.69% | −2,856−1.1% | Reduced |
| Maxwell Wealth Strategies Inc. | 215,199 | $2.00M | 0.82% | −747−0.3% | Reduced |
| IHT Wealth Management, LLC | 199,537 | $1.86M | 0.06% | −79,787−28.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 196,088 | $1.83M | 0.01% | −42,644−17.9% | Reduced |
| Bank of America Corp | 166,175 | $1.55M | 0.00% | +3,033+1.9% | Added |
| Independent Financial Group, LLC | 159,711 | $1.49M | 0.05% | +26,102+19.5% | Added |
| Private Advisor Group, LLC | 104,241 | $970.5K | 0.01% | −915−0.9% | Reduced |
| First Heartland Consultants, Inc. | 102,872 | $957.7K | 0.10% | +8,675+9.2% | Added |
| Ausdal Financial Partners, Inc. | 92,622 | $862.3K | 0.07% | +7,825+9.2% | Added |
| Winebrenner Capital Management LLC | 90,000 | $837.9K | 0.65% | +90,000 | New |
| Advisory Services Network, LLC | 83,450 | $776.9K | 0.01% | −24,878−23.0% | Reduced |
| Royal Bank of Canada | 81,820 | $762.0K | 0.00% | +1,606+2.0% | Added |
| Pointe Capital Management LLC | 72,297 | $673.1K | 0.39% | +3,718+5.4% | Added |
| Centaurus Financial, Inc. | 70,347 | $655.0K | 0.04% | +79+0.1% | Added |
| Stifel Financial Corp | 69,990 | $651.6K | 0.00% | +899+1.3% | Added |
| Independent Advisor Alliance | 63,400 | $590.3K | 0.01% | +63,400 | New |
| UBS Group AG | 60,178 | $560.3K | 0.00% | +274+0.5% | Added |
| Commonwealth Equity Services, LLC | 52,033 | $484.0K | 0.00% | −2,766−5.0% | Reduced |
| HighTower Advisors, LLC | 48,149 | $448.3K | 0.00% | +227+0.5% | Added |
| ELCO Management Co., LLC | 47,595 | $443.1K | 0.23% | +12,162+34.3% | Added |
| Garden State Investment Advisory Services LLC | 46,464 | $432.6K | 0.13% | −482−1.0% | Reduced |
| GWM Advisors LLC | 41,145 | $383.1K | 0.00% | −1,200−2.8% | Reduced |
| SageView Advisory Group, LLC | 33,703 | $313.8K | 0.01% | +98+0.3% | Added |
| WESPAC Advisors, LLC | 33,500 | $311.9K | 0.23% | +33,500 | New |
| Cetera Investment Advisers | 32,886 | $306.2K | 0.00% | +131+0.4% | Added |
| Semus Wealth Partners LLC | 31,995 | $297.9K | 0.20% | −9,585−23.1% | Reduced |
| Stratos Wealth Advisors, LLC | 31,200 | $290.5K | 0.01% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 31,055 | $289.1K | 0.20% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 30,609 | $285.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 30,372 | $282.8K | 0.01% | +282+0.9% | Added |
| Formidable Asset Management, LLC | 28,912 | $269.2K | 0.04% | +180+0.6% | Added |
| GWN Securities Inc. | 27,960 | $258.9K | 0.07% | +27,960 | New |
| Successful Portfolios LLC | 26,476 | $246.5K | 0.16% | −1,035−3.8% | Reduced |
| Strategic Financial Concepts, LLC | 26,100 | $243.0K | 0.05% | −2,000−7.1% | Reduced |
| Syverson Strege & Co | 25,904 | $241.2K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 25,415 | $236.6K | 0.00% | +3,916+18.2% | Added |
| Primoris Wealth Advisors, LLC | 21,453 | $199.7K | 0.15% | +30.0% | Added |
| Atria Wealth Solutions, Inc. | 20,594 | $191.7K | 0.00% | +20,594 | New |
| Sheaff Brock Investment Advisors, LLC | 20,117 | $187.3K | 0.02% | +700+3.6% | Added |
| Global Assets Advisory, LLC | 19,350 | $178.6K | 0.10% | +5,000+34.8% | Added |
| Two Sigma Securities, LLC | 18,796 | $175.0K | 0.03% | +18,796 | New |
| Principal Securities, Inc. | 18,426 | $171.5K | 0.00% | −843−4.4% | Reduced |
| Wealth Effects LLC | 18,247 | $169.9K | 0.06% | 00.0% | Unchanged |
| Readystate Asset Management LP | 17,633 | $164.2K | 0.01% | +17,633 | New |
| Ameritas Advisory Services, LLC | 17,156 | $159.7K | 0.01% | −500−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,864 | $157.0K | 0.00% | +3,533+26.5% | Added |
| Liberty Capital Management, Inc. | 16,170 | $150.5K | 0.03% | 00.0% | Unchanged |
| David J Yvars Group | 15,865 | $147.7K | 0.09% | +296+1.9% | Added |
| Flagship Harbor Advisors, LLC | 15,833 | $147.4K | 0.01% | −422−2.6% | Reduced |
| Congress Park Capital LLC | 15,000 | $139.7K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,490 | $134.9K | 0.01% | +2,123+17.2% | Added |
| Diversified Enterprises, LLC | 13,538 | $126.0K | 0.01% | −31−0.2% | Reduced |
| International Assets Investment Management, LLC | 13,609 | $125.6K | 0.01% | −157,780−92.1% | Reduced |
| Marshall Financial Group LLC | 12,402 | $115.5K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,400 | $115.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,710 | $109.0K | 0.00% | +11,710 | New |
| GPS Wealth Strategies Group, LLC | 11,509 | $107.1K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 11,347 | $105.6K | 0.06% | +11,347 | New |
| Gladstone Institutional Advisory LLC | 11,240 | $104.6K | 0.00% | −4,296−27.7% | Reduced |
| FLC Capital Advisors | 11,135 | $103.7K | 0.02% | +11,135 | New |
| Insight Advisors, LLC | 10,800 | $100.6K | 0.02% | +150+1.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $90.3K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $62.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $53.6K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4,694 | $43.7K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,304 | $40.1K | 0.00% | +84+2.0% | Added |
| MAI Capital Management | 4,059 | $37.8K | 0.00% | +4,059 | New |
| Hoey Investments, Inc | 4,000 | $37.2K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,500 | $23.3K | 0.02% | +2,500 | New |
| Geneos Wealth Management Inc. | 2,475 | $23.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,048 | $19.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,800 | $16.8K | 0.00% | +1,800 | New |
| Hollencrest Capital Management | 1,550 | $14.4K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,462 | $13.6K | 0.00% | −11,718−88.9% | Reduced |
| Smartleaf Asset Management LLC | 1,283 | $11.9K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,100 | $10.1K | 0.00% | +1,100 | New |
| Curio Wealth, LLC | 1,021 | $9.51K | 0.01% | +1,021 | New |
| Luminist Capital LLC | 697 | $6.49K | 0.01% | +697 | New |
| WPG Advisers, LLC | 693 | $6.45K | 0.01% | +693 | New |
| Fifth Third Bancorp | 200 | $1.86K | 0.00% | +200 | New |
| NBC Securities, Inc. | 20 | $195 | 0.02% | −20,792−99.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 0 | $1 | 0.00% | −19−100.0% | Reduced |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,578−100.0% | Sold out |