ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

30 hedge funds and large institutions have $45.9M invested in Virtus Diversified Income & Convertible Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$5.31M
2
GC
2
Guggenheim Capital
Illinois
$6.63M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$560K
4
Wells Fargo
4
Wells Fargo
California
$12.1M
5
AWM
5
Apollon Wealth Management
South Carolina
$229K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$970K
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.95M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
LCM
5
Landscape Capital Management
New Jersey
$772K
Name Market Value Shares Shares
Change 		Shares
Change %
NFSG
26
Newbridge Financial Services Group
Florida
$27.5K 1,200 +1,200 New
SS
27
Sunbelt Securities
Texas
$14.5K 660 – –
WTFG
28
Wood Tarver Financial Group
Idaho
$4K 205 – –
AF
29
Allworth Financial
California
$1.1K 48 +48 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$46 2 +1 +100%
SFS
31
Shaker Financial Services
Virginia
– – -42,344 Closed
WAM
32
Wolverine Asset Management
Illinois
– – -8,213 Closed
EC
33
Elequin Capital
New York
– – -1,871 Closed
1
2