ACV

Virtus Diversified Income & Convertible Fund
ACV

38 hedge funds and large institutions have $50.1M invested in Virtus Diversified Income & Convertible Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
38
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$448K
2
+$388K
3
+$301K
4
GC
Guggenheim Capital
Illinois
+$282K
5
RZH
Relyea Zuckerberg Hanson
Connecticut
+$278K

Top Sellers

1
-$1.05M
2
-$817K
3
-$244K
4
LCM
Landscape Capital Management
New Jersey
-$180K
5
UBS Group
UBS Group
Switzerland
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$247K
WIA
27
World Investment Advisors
California
$228K
CA
28
Cornerstone Advisors
North Carolina
$178K
NA
29
NewEdge Advisors
Louisiana
$87K
SPIA
30
Steward Partners Investment Advisory
New York
$81.9K
ANBT
31
American National Bank & Trust
Texas
$50.2K
FFA
32
Farther Finance Advisors
California
$47.6K
WIM
33
Westside Investment Management
California
$45K
NFSG
34
Newbridge Financial Services Group
Florida
$28.9K
SS
35
Sunbelt Securities
Texas
$15.9K
ASN
36
Advisory Services Network
Georgia
$11.1K
AF
37
Allworth Financial
California
$1.16K
Fidelity Investments
38
Fidelity Investments
Massachusetts
$24
HWAM
39
Hennion & Walsh Asset Management
New Jersey
–
WTFG
40
Wood Tarver Financial Group
Idaho
–
1
2