ACV

Virtus Diversified Income & Convertible Fund

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$11.3M 471,088 -9,564 -2%
LPL Financial
2
LPL Financial
California
$9.46M 394,840 -21,902 -5%
AAM
3
Advisors Asset Management
Colorado
$6.78M 283,040 +50,326 +22%
GC
4
Guggenheim Capital
Illinois
$6.07M 253,621 +2,943 +1%
RJA
5
Raymond James & Associates
Florida
$3.23M 134,848 +22,301 +20%
Morgan Stanley
6
Morgan Stanley
New York
$2.57M 107,159 -71,893 -40%
Bank of America
7
Bank of America
North Carolina
$2.48M 103,741 -3,139 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.13M 47,133 -11,059 -19%
Osaic Holdings
9
Osaic Holdings
Arizona
$701K 29,282 -29,426 -50%
DC
10
Davenport & Co
Virginia
$662K 27,658
MP
11
McDonald Partners
Ohio
$592K 24,700
GJWM
12
Gilliland Jeter Wealth Management
Arkansas
$590K 24,651 -430 -2%
Invesco
13
Invesco
Georgia
$535K 22,320 +29 +0.1%
Stifel Financial
14
Stifel Financial
Missouri
$493K 20,602 -6,481 -24%
BRWA
15
B. Riley Wealth Advisors
Florida
$444K 23,559 -1,062 -4%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$306K 12,774 -3,131 -20%
RW
17
RVW Wealth
California
$290K 12,100
UBS Group
18
UBS Group
Switzerland
$267K 11,156 +427 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$213K 8,895 +8,895 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$209K 8,730 +8,730 New
WS
21
Wedbush Securities
California
$206K 8,591 +8,591 New
NA
22
NewEdge Advisors
Louisiana
$102K 4,275 +11 +0.3%
SPIA
23
Steward Partners Investment Advisory
New York
$76.6K 3,200
SS
24
Sunbelt Securities
Texas
$15.8K 660
IGWM
25
ICA Group Wealth Management
Colorado
$12K 500