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Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘20
701
3 11 8 92.1%
702
3 4 1 12.8%
703
3 11 8 58.4%
ACV
704
Virtus Diversified Income & Convertible Fund
ACV
$282M
3 13 10 16.9%
705
3 10 7 106%
706
3 11 8 74.4%
707
3 20 17 18.9%
708
3 11 8 85.5%
709
3 6 3 62.2%
710
3 5 2 154%
EFIV icon
711
State Street SPDR S&P 500 ESG ETF
EFIV
$1.07B
3 3 0 106%
712
3 11 8 103%
713
3 68 65 38%
714
3 35 32 59.2%
715
3 41 38 261%
716
3 28 25 217%
717
3 18 15 41.1%
718
3 11 8 44.5%
719
3 13 10 33%
720
3 8 5 31.1%
721
3 10 7 88.7%
722
3 24 21 92.7%
723
3 20 17 252%
724
3 43 40 38.3%
725
3 8 5 99.1%