ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

28 hedge funds and large institutions have $39M invested in Virtus Diversified Income & Convertible Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$210K
2
AG
Advisor Group
Arizona
$173K
3
WS
Wedbush Securities
California
$358K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$655K
5
SPIA
Steward Partners Investment Advisory
New York
$21K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$8.74M
2
Bank of America
Bank of America
North Carolina
$4.92M
3
GC
Guggenheim Capital
Illinois
$9.28M
4
Invesco
Invesco
Georgia
$348K
5
Wells Fargo
Wells Fargo
California
$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
26
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
DWM
28
Doyle Wealth Management
Florida
$1K +$1K +57 New
ACM
29
Arlington Capital Management
Illinois
– -$243K -10,740 Closed
1
2