Virtus Diversified Income & Convertible Fund
ACV
40 hedge funds and large institutions have $62.8M invested in Virtus Diversified Income & Convertible Fund in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
16% more capital invested
Capital invested by funds: $54.1M → $62.8M (+$8.76M)
8% more funds holding
Funds holding: 37 → 40 (+3)
0.14% less ownership
Funds ownership: 21.48% → 21.34% (-0.14%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.98M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.36M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$405K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$262K |
| 5 |
Morgan Stanley
New York
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.99M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$413K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$202K |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$123K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$118K |
ACV Hedge Fund Activity: Q2 2026 in Review
40 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Virtus Diversified Income & Convertible Fund (ACV) for Q2 2026, worth a combined $62.8M — up 16% from $54.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ACV positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.98M. The largest seller was LPL Financial, cutting an estimated $3.99M.
- 40 institutional investors held Virtus Diversified Income & Convertible Fund (ACV) as of Q2 2026, up from 37 in Q1 2026.
- Funds reported $62.8M of Virtus Diversified Income & Convertible Fund stock for Q2 2026, up 16% quarter-over-quarter.
- 6 funds opened new Virtus Diversified Income & Convertible Fund positions in Q2 2026 and 2 closed out, a net change of +4 holders.
- The largest Virtus Diversified Income & Convertible Fund buyer in Q2 2026 was Advisors Asset Management, an estimated $1.98M added.
- The largest Virtus Diversified Income & Convertible Fund seller in Q2 2026 was LPL Financial, an estimated $3.99M sold.
Based on aggregated 13F filings for Q2 2026.