Virtus Diversified Income & Convertible Fund
ACV
32 hedge funds and large institutions have $46.5M invested in Virtus Diversified Income & Convertible Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.
105% more capital inflows, than outflows
Capital inflows: $3.18M | Capital outflows: $1.55M
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
3% more funds holding
Funds holding: 31 → 32 (+1)
0.74% more ownership
Funds ownership: 18.84% → 19.58% (+0.74%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
+$1.05M |
| 2 |
Guggenheim Capital
Chicago,
Illinois
|
+$919K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$497K |
| 4 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$210K |
| 5 |
LPL Financial
San Diego,
California
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shaker Financial Services
Arlington,
Virginia
|
-$847K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$246K |
| 3 |
Wolverine Asset Management
Chicago,
Illinois
|
-$164K |
| 4 |
Landscape Capital Management
Englewood,
New Jersey
|
-$149K |
| 5 |
Morgan Stanley
New York
|
-$44.3K |
ACV Hedge Fund Activity: Q2 2025 in Review
32 of the 7,627 institutional investors tracked by Wall St. Rank reported a position in Virtus Diversified Income & Convertible Fund (ACV) for Q2 2025, worth a combined $46.5M — up 19% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ACV positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.05M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $847K sold.
- 32 institutional investors held Virtus Diversified Income & Convertible Fund (ACV) as of Q2 2025, up from 31 in Q1 2025.
- Funds reported $46.5M of Virtus Diversified Income & Convertible Fund stock for Q2 2025, up 19% quarter-over-quarter.
- 4 funds opened new Virtus Diversified Income & Convertible Fund positions in Q2 2025 and 3 closed out, a net change of +1 holder.
- The largest Virtus Diversified Income & Convertible Fund buyer in Q2 2025 was Advisors Asset Management, an estimated $1.05M added.
- The largest Virtus Diversified Income & Convertible Fund seller in Q2 2025 was Shaker Financial Services, an estimated $847K sold.
Based on aggregated 13F filings for Q2 2025.