ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
1W: -1.8%
1M: -2.6%
3M: -2.5%
YTD: -6.2%
1Y: -7.0%
3Y: +30.5%
5Y: +9.3%
$8.13
+0.00 (+0.00%)
Weekly Expected Move ±1.5%
$8
$8
$8
$8
$8
Institutional Ownership — ETJ
130
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
117M
Total Invested
13
New Positions
47
Increased
35
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (138 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,333,233 | $19M | +94,978 | +4.2% | 61Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 1,992,486 | $16M | +56,296 | +2.9% | 7Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 1,400,673 | $11M | +252,540 | +22.0% | 40Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 1,260,719 | $10M | +49,995 | +4.1% | 26Q | SEC ↗ |
| 5 | Invesco Ltd. | 877,603 | $7M | -78,706 | -8.2% | 65Q | SEC ↗ |
| 6 | MORGAN STANLEY | 738,664 | $6M | +12,914 | +1.8% | 60Q | SEC ↗ |
| 7 | Advisors Asset Management, Inc. | 481,799 | $4M | -3,812 | -0.8% | 14Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 444,704 | $4M | +16,881 | +3.9% | 16Q | SEC ↗ |
| 9 | COHEN & STEERS, INC. | 221,380 | $2M | -20,000 | -8.3% | 14Q | SEC ↗ |
| 10 | Shaker Financial Services, LLC | 206,902 | $2M | -40,518 | -16.4% | 12Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 203,865 | $2M | +12,925 | +6.8% | 50Q | SEC ↗ |
| 12 | Focus Partners Wealth | 191,837 | $2M | -33,855 | -15.0% | 3Q | SEC ↗ |
| 13 | Financial Alternatives, Inc | 180,120 | $1M | -8,545 | -4.5% | 15Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 176,273 | $1M | -795 | -0.4% | 75Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 160,363 | $1M | +409 | +0.3% | 15Q | SEC ↗ |
| 16 | &PARTNERS | 156,301 | $1M | +7,015 | +4.7% | 3Q | SEC ↗ |
| 17 | Private Advisor Group, LLC | 150,552 | $1M | +15,595 | +11.6% | 30Q | SEC ↗ |
| 18 | IHT Wealth Management, LLC | 148,488 | $1M | -7,517 | -4.8% | 31Q | SEC ↗ |
| 19 | Steward Partners Investment Advisory, | 145,117 | $1M | +24,501 | +20.3% | 29Q | SEC ↗ |
| 20 | TWO SIGMA INVESTMENTS, LP | 133,176 | $1M | — | +0.0% | 5Q | SEC ↗ |
| 21 | First Heartland Consultants, Inc. | 129,146 | $1M | +3,905 | +3.1% | 16Q | SEC ↗ |
| 22 | Advisory Services Network, LLC | 121,745 | $990K | +29,749 | +32.3% | 36Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 119,235 | $969K | +2,916 | +2.5% | 67Q | SEC ↗ |
| 24 | Creative Planning | 118,544 | $964K | -31,935 | -21.2% | 6Q | SEC ↗ |
| 25 | PMG Family Office LLC | 108,555 | $883K | +7,297 | +7.2% | 4Q | SEC ↗ |
| 26 | Calamos Advisors LLC | 98,648 | $802K | -35,334 | -26.4% | 4Q | SEC ↗ |
| 27 | UBS Group AG | 94,020 | $764K | +1,723 | +1.9% | 47Q | SEC ↗ |
| 28 | INDEPENDENT FINANCIAL GROUP, LLC | 81,025 | $659K | -11,098 | -12.0% | 9Q | SEC ↗ |
| 29 | Ausdal Financial Partners, Inc. | 80,800 | $657K | -4,560 | -5.3% | 24Q | SEC ↗ |
| 30 | Pointe Capital Management LLC | 77,964 | $634K | -6,758 | -8.0% | 38Q | SEC ↗ |
| 31 | CENTAURUS FINANCIAL, INC. | 74,527 | $606K | -420 | -0.6% | 34Q | SEC ↗ |
| 32 | SageView Advisory Group, LLC | 68,824 | $560K | +8,626 | +14.3% | 13Q | SEC ↗ |
| 33 | Janney Montgomery Scott LLC | 66,304 | $539K | +4,244 | +6.8% | 31Q | SEC ↗ |
| 34 | Cetera Investment Advisers | 61,042 | $496K | +4,467 | +7.9% | 10Q | SEC ↗ |
| 35 | STIFEL FINANCIAL CORP | 53,340 | $434K | +5,388 | +11.2% | 40Q | SEC ↗ |
| 36 | Garden State Investment Advisory Servi | 51,645 | $420K | -1,300 | -2.5% | 15Q | SEC ↗ |
| 37 | WCG Wealth Advisors LLC | 51,136 | $416K | — | +0.0% | 6Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 50,876 | $414K | -7,436 | -12.8% | 19Q | SEC ↗ |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 50,047 | $407K | +2,056 | +4.3% | 35Q | SEC ↗ |
| 40 | RPO LLC | 41,442 | $337K | +22,000 | +113.2% | 3Q | SEC ↗ |
| 41 | HighTower Advisors, LLC | 41,189 | $335K | +4 | +0.0% | 10Q | SEC ↗ |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 39,547 | $322K | +564 | +1.4% | 5Q | SEC ↗ |
| 43 | LANARK FINANCIAL, INC. | 38,327 | $312K | +14,671 | +62.0% | 12Q | SEC ↗ |
| 44 | David J Yvars Group | 37,882 | $308K | -2,364 | -5.9% | 14Q | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 36,296 | $295K | +1,195 | +3.4% | 6Q | SEC ↗ |
| 46 | DECISION INVESTMENTS, INC | 34,307 | $279K | -136 | -0.4% | 3Q | SEC ↗ |
| 47 | Sigma Planning Corp | 31,054 | $252K | -567 | -1.8% | 10Q | SEC ↗ |
| 48 | Portfolio Strategies, Inc. | 30,921 | $251K | -1,035 | -3.2% | 4Q | SEC ↗ |
| 49 | WINEBRENNER CAPITAL MANAGEMENT LLC | 30,000 | $244K | -20,000 | -40.0% | 7Q | SEC ↗ |
| 50 | Formidable Asset Management, LLC | 28,583 | $232K | +212 | +0.7% | 18Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| TRUIST FINANCIAL CORP | 28,436 | $231K |
| MGO ONE SEVEN LLC | 25,346 | $206K |
| CITADEL ADVISORS LLC | 21,372 | $174K |
| ENVESTNET ASSET MANAGEMENT INC | 14,455 | $118K |
| JPMORGAN CHASE & CO | 13,818 | $112K |
| KMT WEALTH MANAGEMENT, LLC | 11,230 | $91K |
| Liberty Capital Management, Inc. | 11,170 | $91K |
| Arax Advisory Partners | 3,050 | $25K |
| Institute for Wealth Management, LL | 2,005 | $16K |
| Larson Financial Group LLC | 1,750 | $14K |
| Integrated Wealth Concepts LLC | 967 | $8K |
| Luminist Capital LLC | 697 | $6K |
| FIDUCIARY FINANCIAL ADVISORS | 10 | $0K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cornerstone Advisors, LLC | 762,333 | $6M |
| READYSTATE ASSET MANAGEMENT LP | 134,063 | $1M |
| Independent Advisor Alliance | 69,048 | $561K |
| Arlington Capital Management, Inc. | 35,843 | $291K |
| Almitas Capital LLC | 20,661 | $168K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,969 | $130K |
| Gateway Wealth Partners, LLC | 12,000 | $98K |
| StoneX Group Inc. | 10,782 | $88K |
| JANE STREET GROUP, LLC | 10,724 | $87K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 10,613 | $86K |
| Waverly Advisors, LLC | 10,011 | $81K |
| Farther Finance Advisors, LLC | 7,590 | $62K |
| MAI Capital Management | 6,216 | $51K |
| CITY HOLDING CO | 1,700 | $14K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | +252,540 | +22.0% | 1,400,673 |
| LPL Financial LLC | +94,978 | +4.2% | 2,333,233 |
| RAYMOND JAMES FINANCIAL INC | +56,296 | +2.9% | 1,992,486 |
| OSAIC HOLDINGS, INC. | +49,995 | +4.1% | 1,260,719 |
| Advisory Services Network, LLC | +29,749 | +32.3% | 121,745 |
| Steward Partners Investment Advisor | +24,501 | +20.3% | 145,117 |
| RPO LLC | +22,000 | +113.2% | 41,442 |
| AMERIPRISE FINANCIAL INC | +16,881 | +3.9% | 444,704 |
| Private Advisor Group, LLC | +15,595 | +11.6% | 150,552 |
| LANARK FINANCIAL, INC. | +14,671 | +62.0% | 38,327 |
| Cambridge Investment Research Advis | +12,925 | +6.8% | 203,865 |
| MORGAN STANLEY | +12,914 | +1.8% | 738,664 |
| HARBOUR INVESTMENTS, INC. | +11,675 | +92.9% | 24,249 |
| SageView Advisory Group, LLC | +8,626 | +14.3% | 68,824 |
| PMG Family Office LLC | +7,297 | +7.2% | 108,555 |
| BOOTHBAY FUND MANAGEMENT, LLC | +7,083 | +33.4% | 28,310 |
| &PARTNERS | +7,015 | +4.7% | 156,301 |
| STIFEL FINANCIAL CORP | +5,388 | +11.2% | 53,340 |
| Cetera Investment Advisers | +4,467 | +7.9% | 61,042 |
| Janney Montgomery Scott LLC | +4,244 | +6.8% | 66,304 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | -78,706 | -8.2% | 877,603 |
| Shaker Financial Services, LLC | -40,518 | -16.4% | 206,902 |
| Calamos Advisors LLC | -35,334 | -26.4% | 98,648 |
| Focus Partners Wealth | -33,855 | -15.0% | 191,837 |
| Creative Planning | -31,935 | -21.2% | 118,544 |
| COHEN & STEERS, INC. | -20,000 | -8.3% | 221,380 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | -20,000 | -40.0% | 30,000 |
| INDEPENDENT FINANCIAL GROUP, LLC | -11,098 | -12.0% | 81,025 |
| Financial Alternatives, Inc | -8,545 | -4.5% | 180,120 |
| IHT Wealth Management, LLC | -7,517 | -4.8% | 148,488 |
| NewEdge Advisors, LLC | -7,436 | -12.8% | 50,876 |
| Pointe Capital Management LLC | -6,758 | -8.0% | 77,964 |
| Ausdal Financial Partners, Inc. | -4,560 | -5.3% | 80,800 |
| GWN SECURITIES INC. | -4,250 | -21.4% | 15,655 |
| Advisors Asset Management, Inc. | -3,812 | -0.8% | 481,799 |
| Semus Wealth Partners LLC | -3,089 | -18.6% | 13,497 |
| David J Yvars Group | -2,364 | -5.9% | 37,882 |
| Closed-End Fund Advisors, Inc. | -2,125 | -8.3% | 23,364 |
| Garden State Investment Advisory Se | -1,300 | -2.5% | 51,645 |
| Portfolio Strategies, Inc. | -1,035 | -3.2% | 30,921 |