Virtus Diversified Income & Convertible Fund
ACV
37 hedge funds and large institutions have $54.1M invested in Virtus Diversified Income & Convertible Fund in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 7 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
0.12% more ownership
Funds ownership: 21.36% → 21.48% (+0.12%)
5% less funds holding
Funds holding: 39 → 37 (-2)
7% less capital invested
Capital invested by funds: $58.2M → $54.1M (-$4.12M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.17M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$551K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$397K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$249K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$967K |
| 2 |
RZH
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
-$264K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$262K |
| 4 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$258K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$257K |
ACV Hedge Fund Activity: Q1 2026 in Review
37 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Virtus Diversified Income & Convertible Fund (ACV) for Q1 2026, worth a combined $54.1M — down 7.1% from $58.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ACV and 5 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 16 added.
The largest buyer was Advisors Asset Management, adding an estimated $1.17M. The largest seller was Guggenheim Capital, cutting an estimated $967K.
- 37 institutional investors held Virtus Diversified Income & Convertible Fund (ACV) as of Q1 2026, down from 39 in Q4 2025.
- Funds reported $54.1M of Virtus Diversified Income & Convertible Fund stock for Q1 2026, down 7.1% quarter-over-quarter.
- 5 funds opened new Virtus Diversified Income & Convertible Fund positions in Q1 2026 and 7 closed out, a net change of -2 holders.
- The largest Virtus Diversified Income & Convertible Fund buyer in Q1 2026 was Advisors Asset Management, an estimated $1.17M added.
- The largest Virtus Diversified Income & Convertible Fund seller in Q1 2026 was Guggenheim Capital, an estimated $967K sold.
Based on aggregated 13F filings for Q1 2026.