ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

28 hedge funds and large institutions have $38.6M invested in Virtus Diversified Income & Convertible Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$473K
2
Wells Fargo
Wells Fargo
California
+$356K
3
Invesco
Invesco
Georgia
+$205K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$204K
5
SFS
Shaker Financial Services
Virginia
+$108K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$2.55M
2
AAM
Advisors Asset Management
Colorado
-$736K
3
WEG
World Equity Group
Illinois
-$710K
4
UBS Group
UBS Group
Switzerland
-$76.2K
5
RCM
Raleigh Capital Management
North Carolina
-$73.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10.1M +$356K +17,793 +4%
LPL Financial
2
LPL Financial
California
$5.69M +$99.8K +4,991 +2%
GC
3
Guggenheim Capital
Illinois
$4.91M -$1.36K -68 -0%
AAM
4
Advisors Asset Management
Colorado
$3.64M -$736K -36,796 -17%
Raymond James Financial
5
Raymond James Financial
Florida
$2.82M -$55.9K -2,796 -2%
Bank of America
6
Bank of America
North Carolina
$1.84M -$34.3K -1,717 -2%
Morgan Stanley
7
Morgan Stanley
New York
$1.5M -$10.3K -515 -0.7%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.36M +$473K +23,641 +54%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.31M +$204K +10,200 +18%
SFS
10
Shaker Financial Services
Virginia
$847K +$108K +5,391 +15%
LCM
11
Landscape Capital Management
New Jersey
$817K -$25.9K -1,294 -3%
DC
12
Davenport & Co
Virginia
$531K – – –
MP
13
McDonald Partners
Ohio
$494K – – –
GJWM
14
Gilliland Jeter Wealth Management
Arkansas
$492K +$560 +28 +0.1%
Stifel Financial
15
Stifel Financial
Missouri
$417K -$16.8K -839 -4%
WEG
16
World Equity Group
Illinois
$381K -$710K -35,459 -65%
UBS Group
17
UBS Group
Switzerland
$329K -$76.2K -3,808 -19%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$293K +$34.1K +1,708 +13%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$220K -$1.36K -68 -0.6%
Invesco
20
Invesco
Georgia
$205K +$205K +10,247 New
WAM
21
Wolverine Asset Management
Illinois
$164K -$2.55M -127,729 -94%
NA
22
NewEdge Advisors
Louisiana
$72.5K -$440 -22 -0.6%
SPIA
23
Steward Partners Investment Advisory
New York
$68K +$4K +200 +6%
EC
24
Elequin Capital
New York
$37.4K +$37.4K +1,871 New
WIM
25
Westside Investment Management
California
$37.3K – – –
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