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Eaton Vance Risk-Managed Diversified Equity Income Fund hedge fund holdings

ETJNYSE
$8.130.00 (0.00%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

ETJ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-8.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253225$12.1M$6.38M99Aug 14, 2025
Q3 20252924$8.27M$5.74M107Nov 14, 2025
Q4 20253228$10.9M$8.87M117Feb 14, 2026
Q1 20263127$5.57M$12.2M116May 15, 2026
Q2 20263121$8.12M$4.23M117Aug 14, 2026

Quarterly action breakdown

Q2 2026
117 filers
New position
9
$752K+91K sh
Increased
22
$7.37M+891K sh
Reduced
14
-$2.64M-320K sh
Out / sold
7
-$1.59M-192K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Guggenheim Capital LLCAdded 22.00%+$2.09M$11.6M0.07%Aug 12, 2026
Independent Advisor AllianceSell 100%-$564K$00.00%Aug 12, 2026
Shaker Financial Services, LLCReduce 16.38%-$335K$1.71M0.54%Jul 15, 2026
ELCO Management Co., LLCSell 100%-$312K$00.00%Aug 11, 2026
Arlington Capital Management, Inc.Sell 100%-$293K$00.00%Jul 24, 2026
Calamos Advisors LLCReduce 26.37%-$292K$816K0.00%Jul 31, 2026
Mgo One Seven LLCNew Buy+$210K$210K0.00%Jul 31, 2026
Cohen & Steers, Inc.Reduce 8.29%-$165K$1.83M0.00%Aug 14, 2026
Winebrenner Capital Management LLCReduce 40.00%-$165K$248K0.15%Jul 15, 2026
Lanark Financial, Inc.Added 62.02%+$121K$317K0.02%Jul 21, 2026
Gateway Wealth Partners, LLCSell 100%-$98K$00.00%Aug 4, 2026
KMT Wealth Management, LLCNew Buy+$92.9K$92.9K0.08%Aug 5, 2026
Independent Financial Group, LLCReduce 12.05%-$91.8K$670K0.01%Jul 15, 2026
SageView Advisory Group, LLCAdded 14.33%+$71.3K$569K0.02%Aug 10, 2026
Financial Alternatives, IncReduce 4.53%-$70.7K$1.49M0.73%Aug 11, 2026
PMG Family Office LLCAdded 7.21%+$60.3K$898K0.83%Jul 16, 2026
&PartnersAdded 4.70%+$57.9K$1.29M0.01%Aug 14, 2026
Ausdal Financial Partners, Inc.Reduce 5.34%-$37.7K$668K0.03%Aug 14, 2026
GWN Securities Inc.Reduce 21.35%-$35.1K$129K0.02%Aug 5, 2026
First Heartland Consultants, Inc.Added 3.12%+$32.3K$1.07M0.07%Jul 8, 2026
Semus Wealth Partners LLCReduce 18.62%-$25.5K$112K0.05%Aug 10, 2026
Liberty Capital Management, Inc.Reduce 21.17%-$24.8K$92.4K0.02%Jul 17, 2026
Wealth Effects LLCAdded 18.05%+$22.5K$147K0.04%Aug 6, 2026
David J Yvars GroupReduce 5.87%-$19.6K$313K0.15%Jul 7, 2026
Closed-End Fund Advisors, Inc.Reduce 8.34%-$17.6K$193K0.19%Jul 27, 2026
Institute for Wealth Management, LLC.New Buy+$16.6K$16.6K0.00%Jul 28, 2026
Garden State Investment Advisory Services LLCReduce 2.46%-$10.8K$427K0.08%Aug 11, 2026
Baird Financial Group, Inc.Added 3.40%+$9.88K$300K0.00%Aug 12, 2026
Kovack Advisors, Inc.Added 4.75%+$8.9K$196K0.01%Jul 29, 2026
Portfolio Strategies, Inc.Reduce 3.24%-$8.56K$256K0.03%Aug 10, 2026
Sigma Planning CorpReduce 1.79%-$4.69K$257K0.01%Aug 7, 2026
Strategic Financial Concepts, LLCAdded 3.11%+$4.14K$137K0.04%Jul 28, 2026
Summit Financial, LLCReduce 2.53%-$3.21K$124K0.00%Aug 12, 2026
Harbour Wealth Management Group, Inc.Added 1.56%+$2.94K$192K0.13%Aug 7, 2026
Western Wealth Management, LLCReduce 1.14%-$2.45K$212K0.01%Aug 14, 2026
Insight Advisors, LLC/ PAAdded 2.32%+$2.33K$103K0.02%Aug 5, 2026
Kingsbury Capital Investment Advisors LLCAdded 2.32%+$2.11K$92.9K0.08%Aug 25, 2026
Formidable Asset Management, LLCAdded 0.75%+$1.73K$234K0.04%Jul 17, 2026
Decision Investments, IncReduce 0.39%-$1.13K$284K0.26%Jul 13, 2026
Diversified Enterprises, LLCReduce 0.49%-$463$94K0.00%Jul 31, 2026
Armstrong Advisory Group, IncAdded 2.35%+$314$13.7K0.00%Jul 13, 2026
Founders Financial Alliance, LLCAdded 0.16%+$256$158K0.02%Aug 4, 2026
Fiduciary Financial AdvisorsNew Buy+$83$830.00%Aug 14, 2026
Primoris Wealth Advisors, LLCAdded 0.02%+$33$133K0.06%Jul 29, 2026

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