ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

27 hedge funds and large institutions have $34.5M invested in Virtus Diversified Income & Convertible Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$9.21M
2
CA
Cornerstone Advisors
North Carolina
$1.25M
3
GC
Guggenheim Capital
Illinois
$5.13M
4
LPL Financial
LPL Financial
California
$4.2M
5
WAM
Wolverine Asset Management
Illinois
$438K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$3.28M
2
UBS Group
UBS Group
Switzerland
$358K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$528K
4
Morgan Stanley
Morgan Stanley
New York
$1.48M
5
Bank of America
Bank of America
North Carolina
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
26
Sunbelt Securities
Texas
$13.2K – – –
MA
27
Montag & Associates
Georgia
$4.62K – – –
AWS
28
Atria Wealth Solutions
New York
– -$204K -10,560 Closed
ASN
29
Advisory Services Network
Georgia
– -$77.4K -4,009 Closed
IAIM
30
International Assets Investment Management
Florida
– -$40.4K -2,091 Closed
SWM
31
Sugarloaf Wealth Management
Georgia
– -$34.5K -1,785 Closed
NHT
32
New Hampshire Trust
New Hampshire
– -$31.9K -1,650 Closed
TWA
33
TCI Wealth Advisors
Arizona
– -$1.16K -60 Closed
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