ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

26 hedge funds and large institutions have $35.6M invested in Virtus Diversified Income & Convertible Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$7.05M
2
CA
Cornerstone Advisors
North Carolina
$1.8M
3
Invesco
Invesco
Georgia
$215K
4
Osaic Holdings
Osaic Holdings
Arizona
$702K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$610K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$0
2
GC
Guggenheim Capital
Illinois
$4.45M
3
DC
Davenport & Co
Virginia
$548K
4
Wells Fargo
Wells Fargo
California
$8.5M
5
UBS Group
UBS Group
Switzerland
$264K
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
26
Sunbelt Securities
Texas
$12.3K – – –
WAM
27
Wolverine Asset Management
Illinois
– -$438K -21,899 Closed
MA
28
Montag & Associates
Georgia
– -$4.62K -229 Closed
1
2