ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

30 hedge funds and large institutions have $30M invested in Virtus Diversified Income & Convertible Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.99M
2
LSC
2
Logan Stone Capital
Illinois
$248K
3
KIM
3
Karpus Investment Management
New York
$186K
4
LPL Financial
4
LPL Financial
California
$2.2M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$344K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$6.69M
2
GC
2
Guggenheim Capital
Illinois
$3.73M
3
WAM
3
Wolverine Asset Management
Illinois
$555K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
FNY Investment Advisers
New York
$15K – – –
MA
27
Montag & Associates
Georgia
$4K – – –
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$1K +$1K +31 New
TWA
29
TCI Wealth Advisors
Arizona
$1K +$1K +60 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
– -$351K -17,976 Closed
Invesco
31
Invesco
Georgia
– -$339K -17,374 Closed
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
– -$215K -11,053 Closed
1
2