Virtus Diversified Income & Convertible Fund
ACV
30 hedge funds and large institutions have $46.4M invested in Virtus Diversified Income & Convertible Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
20% more capital invested
Capital invested by funds: $38.6M → $46.4M (+$7.87M)
7% more funds holding
Funds holding: 28 → 30 (+2)
0.98% more ownership
Funds ownership: 18.6% → 19.57% (+0.98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.05M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$919K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$497K |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$210K |
| 5 |
LPL Financial
San Diego,
California
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$847K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$246K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$164K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$149K |
| 5 |
Morgan Stanley
New York
|
-$44.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFSG
26
Newbridge Financial Services Group
Boca Raton,
Florida
| $27.5K | +$25.1K | +1,200 | New |
|
|
SS
27
Sunbelt Securities
Houston,
Texas
| $14.5K | – | – | – |
|
|
WTFG
28
Wood Tarver Financial Group
Boise,
Idaho
| $4K | – | – | – |
|
|
AF
29
Allworth Financial
Folsom,
California
| $1.1K | +$1.01K | +48 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $46 | +$21 | +1 | +100% |
|
|
SFS
31
Shaker Financial Services
Arlington,
Virginia
| – | -$847K | -42,344 | Closed |
|
|
WAM
32
Wolverine Asset Management
Chicago,
Illinois
| – | -$164K | -8,213 | Closed |
|
|
EC
33
Elequin Capital
New York
| – | -$37.4K | -1,871 | Closed |
|
ACV Hedge Fund Activity: Q2 2025 in Review
30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Virtus Diversified Income & Convertible Fund (ACV) for Q2 2025, worth a combined $46.4M — up 20% from $38.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ACV positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.05M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $847K sold.
- 30 institutional investors held Virtus Diversified Income & Convertible Fund (ACV) as of Q2 2025, up from 28 in Q1 2025.
- Funds reported $46.4M of Virtus Diversified Income & Convertible Fund stock for Q2 2025, up 20% quarter-over-quarter.
- 5 funds opened new Virtus Diversified Income & Convertible Fund positions in Q2 2025 and 3 closed out, a net change of +2 holders.
- The largest Virtus Diversified Income & Convertible Fund buyer in Q2 2025 was Advisors Asset Management, an estimated $1.05M added.
- The largest Virtus Diversified Income & Convertible Fund seller in Q2 2025 was Shaker Financial Services, an estimated $847K sold.
Based on aggregated 13F filings for Q2 2025.