Virtus Diversified Income & Convertible Fund
ACV
31 hedge funds and large institutions have $39.1M invested in Virtus Diversified Income & Convertible Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.
1.36% less ownership
Funds ownership: 20.2% → 18.84% (-1.4%)
6% less funds holding
Funds holding: 33 → 31 (-2)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
65% less capital inflows, than outflows
Capital inflows: $1.66M | Capital outflows: $4.72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$514K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$387K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$223K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$222K |
| 5 |
Shaker Financial Services
Arlington,
Virginia
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Asset Management
Chicago,
Illinois
|
-$2.78M |
| 2 |
Advisors Asset Management
Monument,
Colorado
|
-$801K |
| 3 |
World Equity Group
Schaumburg,
Illinois
|
-$771K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$82.9K |
| 5 |
Raleigh Capital Management
Cary,
North Carolina
|
-$73.4K |
ACV Hedge Fund Activity: Q1 2025 in Review
31 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in Virtus Diversified Income & Convertible Fund (ACV) for Q1 2025, worth a combined $39.1M — down 15% from $46M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ACV and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 9 added.
The largest buyer was Osaic Holdings, adding an estimated $514K. The largest seller was Wolverine Asset Management, cutting an estimated $2.78M.
- 31 institutional investors held Virtus Diversified Income & Convertible Fund (ACV) as of Q1 2025, down from 33 in Q4 2024.
- Funds reported $39.1M of Virtus Diversified Income & Convertible Fund stock for Q1 2025, down 15% quarter-over-quarter.
- 3 funds opened new Virtus Diversified Income & Convertible Fund positions in Q1 2025 and 5 closed out, a net change of -2 holders.
- The largest Virtus Diversified Income & Convertible Fund buyer in Q1 2025 was Osaic Holdings, an estimated $514K added.
- The largest Virtus Diversified Income & Convertible Fund seller in Q1 2025 was Wolverine Asset Management, an estimated $2.78M sold.
Based on aggregated 13F filings for Q1 2025.