Virtus Diversified Income & Convertible Fund
ACV
38 hedge funds and large institutions have $50.1M invested in Virtus Diversified Income & Convertible Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
45% more capital inflows, than outflows
Capital inflows: $3.88M | Capital outflows: $2.67M
19% more funds holding
Funds holding: 32 → 38 (+6)
0.51% more ownership
Funds ownership: 19.58% → 20.09% (+0.51%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Asset Management
Chicago,
Illinois
|
+$448K |
| 2 |
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$388K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$301K |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
+$282K |
| 5 |
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.05M |
| 2 |
Advisors Asset Management
Monument,
Colorado
|
-$817K |
| 3 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$244K |
| 4 |
Landscape Capital Management
Englewood,
New Jersey
|
-$180K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$128K |
ACV Hedge Fund Activity: Q3 2025 in Review
38 of the 7,656 institutional investors tracked by Wall St. Rank reported a position in Virtus Diversified Income & Convertible Fund (ACV) for Q3 2025, worth a combined $50.1M — up 7.9% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ACV positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $448K. The largest seller was Wells Fargo, cutting an estimated $1.05M.
- 38 institutional investors held Virtus Diversified Income & Convertible Fund (ACV) as of Q3 2025, up from 32 in Q2 2025.
- Funds reported $50.1M of Virtus Diversified Income & Convertible Fund stock for Q3 2025, up 7.9% quarter-over-quarter.
- 10 funds opened new Virtus Diversified Income & Convertible Fund positions in Q3 2025 and 4 closed out, a net change of +6 holders.
- The largest Virtus Diversified Income & Convertible Fund buyer in Q3 2025 was Wolverine Asset Management, an estimated $448K added.
- The largest Virtus Diversified Income & Convertible Fund seller in Q3 2025 was Wells Fargo, an estimated $1.05M sold.
Based on aggregated 13F filings for Q3 2025.