Virtus Diversified Income & Convertible Fund
ACV
33 hedge funds and large institutions have $46M invested in Virtus Diversified Income & Convertible Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.
264% more capital inflows, than outflows
Capital inflows: $6.19M | Capital outflows: $1.7M
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
6% more funds holding
Funds holding: 31 → 33 (+2)
0.66% more ownership
Funds ownership: 19.55% → 20.2% (+0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
World Equity Group
Schaumburg,
Illinois
|
+$874K |
| 2 |
Guggenheim Capital
Chicago,
Illinois
|
+$649K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$421K |
| 4 |
Morgan Stanley
New York
|
+$383K |
| 5 |
Wolverine Asset Management
Chicago,
Illinois
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
-$591K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$453K |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
-$305K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$104K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$89.9K |
ACV Hedge Fund Activity: Q4 2024 in Review
33 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Virtus Diversified Income & Convertible Fund (ACV) for Q4 2024, worth a combined $46M — up 5.7% from $43.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ACV positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was World Equity Group, adding an estimated $874K. The largest seller was Advisors Asset Management, cutting an estimated $591K.
- 33 institutional investors held Virtus Diversified Income & Convertible Fund (ACV) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $46M of Virtus Diversified Income & Convertible Fund stock for Q4 2024, up 5.7% quarter-over-quarter.
- 6 funds opened new Virtus Diversified Income & Convertible Fund positions in Q4 2024 and 3 closed out, a net change of +3 holders.
- The largest Virtus Diversified Income & Convertible Fund buyer in Q4 2024 was World Equity Group, an estimated $874K added.
- The largest Virtus Diversified Income & Convertible Fund seller in Q4 2024 was Advisors Asset Management, an estimated $591K sold.
Based on aggregated 13F filings for Q4 2024.