ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

27 hedge funds and large institutions have $48.7M invested in Virtus Diversified Income & Convertible Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$6.78M
2
RJA
2
Raymond James & Associates
Florida
$3.23M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$213K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$209K
5
WS
5
Wedbush Securities
California
$206K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.57M
2
CA
2
Cornerstone Advisors
North Carolina
$8.43K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$701K
4
SFS
4
Shaker Financial Services
Virginia
$0
5
LPL Financial
5
LPL Financial
California
$9.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cornerstone Advisors
North Carolina
$8.43K -$1.03M -43,125 -99%
Comerica Bank
27
Comerica Bank
Texas
$2.73K +$2.73K +114 New
SFS
28
Shaker Financial Services
Virginia
– -$681K -32,456 Closed
LCM
29
Landscape Capital Management
New Jersey
– -$218K -10,400 Closed
ASN
30
Advisory Services Network
Georgia
– -$92.5K -4,408 Closed
BWP
31
Baldwin Wealth Partners
Massachusetts
– -$42K -2,000 Closed
FIA
32
FNY Investment Advisers
New York
– -$25K -1,200 Closed
GI
33
Gradient Investments
Minnesota
– -$3.5K -167 Closed
1
2