ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

40 hedge funds and large institutions have $71.5M invested in Virtus Diversified Income & Convertible Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$1.22M
2
GC
2
Guggenheim Capital
Illinois
$10.9M
3
LPL Financial
3
LPL Financial
California
$3M
4
DADC
4
D.A. Davidson & Co
Montana
$228K
5
UBS Group
5
UBS Group
Switzerland
$3.19M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
AAM
2
Advisors Asset Management
Colorado
$20.7M
3
Invesco
3
Invesco
Georgia
$1.42M
4
KA
4
Kovack Advisors
Florida
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$228K 7,060 +7,060 New
WS
27
Wedbush Securities
California
$224K 6,935 +1,000 +17%
TC
28
TAP Consulting
Missouri
$172K 5,335 +5,335 New
SCA
29
Snowden Capital Advisors
New York
$150K 4,678 +4,678 New
BAM
30
Belpointe Asset Management
Nevada
$105K 3,250 – –
BWP
31
Baldwin Wealth Partners
Massachusetts
$65K 2,000 – –
AIP
32
Ahrens Investment Partners
Louisiana
$61K 1,900 +1,900 New
GWS
33
Glassman Wealth Services
Virginia
$48K 1,477 – –
SPIA
34
Steward Partners Investment Advisory
New York
$48K 1,500 +300 +25%
SWM
35
Sugarloaf Wealth Management
Georgia
$43K 1,323 +19 +1%
CA
36
Clearstead Advisors
Ohio
$27K 830 – –
HNWAG
37
High Net Worth Advisory Group
Florida
$22K 686 +686 New
SMG
38
Spectrum Management Group
Indiana
$18K 553 +553 New
MA
39
Montag & Associates
Georgia
$7K 229 – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1K 27 +27 New
SFS
41
Shaker Financial Services
Virginia
– – -16,393 Closed
KA
42
Kovack Advisors
Florida
– – -10,500 Closed
HI
43
Harbour Investments
Wisconsin
– – -1,955 Closed
IA
44
IFP Advisors
Florida
– – -473 Closed
WAM
45
Wolverine Asset Management
Illinois
– – -264 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2