ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

30 hedge funds and large institutions have $45.9M invested in Virtus Diversified Income & Convertible Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$5.31M
2
GC
Guggenheim Capital
Illinois
$6.63M
3
Wells Fargo
Wells Fargo
California
$12.1M
4
AWM
Apollon Wealth Management
South Carolina
$229K
5
LPL Financial
LPL Financial
California
$6.73M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$970K
3
Raymond James Financial
Raymond James Financial
Florida
$2.95M
4
WAM
Wolverine Asset Management
Illinois
$0
5
LCM
Landscape Capital Management
New Jersey
$772K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$12.1M +$543K +23,701 +5%
LPL Financial
2
LPL Financial
California
$6.73M +$217K +9,489 +3%
GC
3
Guggenheim Capital
Illinois
$6.63M +$1M +43,866 +18%
AAM
4
Advisors Asset Management
Colorado
$5.31M +$1.15M +50,027 +27%
Raymond James Financial
5
Raymond James Financial
Florida
$2.95M -$269K -11,735 -8%
Bank of America
6
Bank of America
North Carolina
$2.17M +$63.5K +2,775 +3%
Morgan Stanley
7
Morgan Stanley
New York
$1.67M -$48.4K -2,114 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.49M -$9.63K -421 -0.6%
Osaic Holdings
9
Osaic Holdings
Arizona
$970K -$519K -23,641 -35%
LCM
10
Landscape Capital Management
New Jersey
$772K -$163K -7,127 -17%
WEG
11
World Equity Group
Illinois
$595K +$159K +6,950 +36%
DC
12
Davenport & Co
Virginia
$584K -$22.9K -1,000 -4%
MP
13
McDonald Partners
Ohio
$565K – – –
GJWM
14
Gilliland Jeter Wealth Management
Arkansas
$563K +$572 +25 +0.1%
BRWA
15
B. Riley Wealth Advisors
Florida
$560K +$560K +24,484 New
Stifel Financial
16
Stifel Financial
Missouri
$472K -$4.65K -203 -1%
UBS Group
17
UBS Group
Switzerland
$398K +$21.5K +938 +6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$345K +$9.63K +421 +3%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$244K -$7.26K -317 -3%
Invesco
20
Invesco
Georgia
$238K +$2.95K +129 +1%
AWM
21
Apollon Wealth Management
South Carolina
$229K +$229K +10,000 New
NA
22
NewEdge Advisors
Louisiana
$82.7K -$206 -9 -0.2%
SPIA
23
Steward Partners Investment Advisory
New York
$77.8K – – –
ANBT
24
American National Bank & Trust
Texas
$47.7K +$47.7K +2,082 New
WIM
25
Westside Investment Management
California
$42.7K – – –
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