ACV

Virtus Diversified Income & Convertible Fund

42 hedge funds and large institutions have $65.1M invested in Virtus Diversified Income & Convertible Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$14.7M 466,948 +67,664 +17%
GC
2
Guggenheim Capital
Illinois
$9.33M 296,839 -26,367 -8%
Wells Fargo
3
Wells Fargo
California
$8.91M 283,482 +13,285 +5%
Bank of America
4
Bank of America
North Carolina
$4.32M 137,302 -10,865 -7%
KIM
5
Karpus Investment Management
New York
$3.41M 108,413 +108,413 New
Cohen & Steers
6
Cohen & Steers
New York
$2.65M 84,324 -133,749 -61%
RJA
7
Raymond James & Associates
Florida
$2.56M 81,395 +658 +0.8%
WAM
8
Wolverine Asset Management
Illinois
$2.38M 75,578 +75,578 New
Morgan Stanley
9
Morgan Stanley
New York
$1.94M 61,544 -920 -1%
LPL Financial
10
LPL Financial
California
$1.84M 58,547 -6,888 -11%
DC
11
Davenport & Co
Virginia
$1.71M 54,423 -2,250 -4%
Invesco
12
Invesco
Georgia
$1.66M 52,740 +13,365 +34%
Stifel Financial
13
Stifel Financial
Missouri
$1.66M 52,701 +12,077 +30%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.31M 41,604 +356 +0.9%
SFS
15
Shaker Financial Services
Virginia
$792K 25,205 +25,205 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$722K 22,965 +1,575 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$581K 18,513 -5,902 -24%
UBS Group
18
UBS Group
Switzerland
$550K 17,494 -873 -5%
ACH
19
ArrowMark Colorado Holdings
Colorado
$507K 16,118
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$463K 14,734 -946 -6%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$422K 13,438
BRWA
22
B. Riley Wealth Advisors
Florida
$377K 11,991 -1,364 -10%
RCM
23
Rivernorth Capital Management
Florida
$300K 9,546 +9,546 New
PAG
24
Private Advisor Group
New Jersey
$265K 8,444 +1,122 +15%
WLPWM
25
Walled Lake Planning & Wealth Management
Illinois
$261K 8,292