ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

29 hedge funds and large institutions have $45.9M invested in Virtus Diversified Income & Convertible Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.76M
2
AAM
2
Advisors Asset Management
Colorado
$4.88M
3
LPL Financial
3
LPL Financial
California
$8.74M
4
Wells Fargo
4
Wells Fargo
California
$10.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.23M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$912K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$334K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$225K
5
SFS
5
Shaker Financial Services
Virginia
$681K
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
26
FNY Investment Advisers
New York
$25K 1,200 – –
SS
27
Sunbelt Securities
Texas
$13.8K 660 – –
IGWM
28
ICA Group Wealth Management
Colorado
$10.5K 500 +500 New
GI
29
Gradient Investments
Minnesota
$3.5K 167 +167 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
– – -5,107 Closed
GWS
31
Glassman Wealth Services
Virginia
– – -1,477 Closed
CFGS
32
Concourse Financial Group Securities
Alabama
– – – –
1
2