AVK

Advent Convertible and Income Fund
AVK

Overview Fund Activity

87 hedge funds and large institutions have $172M invested in Advent Convertible and Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$9.76M
2
Raymond James Financial
2
Raymond James Financial
Florida
$16.3M
3
Wells Fargo
3
Wells Fargo
California
$10.3M
4
SPIA
4
Steward Partners Investment Advisory
New York
$1.62M
5
PCM
5
Penserra Capital Management
California
$14.7M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$44.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.93M
3
AIA
3
Absolute Investment Advisers
Florida
$7.47M
4
QL
4
Quarry LP
New York
$3.02M
5
Invesco
5
Invesco
Georgia
$974K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Stolper & Co
Oklahoma
$739K 60,997 +5,405 +10%
NA
27
NewEdge Advisors
Louisiana
$723K 59,708 -1,848 -3%
WA
28
Waverly Advisors
Alabama
$692K 57,182 -1,675 -3%
PI
29
PFG Investments
New York
$628K 51,825 +240 +0.5%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$612K 50,049 +3,166 +7%
IAIM
31
International Assets Investment Management
Florida
$557K 46,036 +600 +1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$547K 45,160 -400 -0.9%
HBCM
33
Heron Bay Capital Management
Michigan
$519K 42,823 – –
AAS
34
Ameritas Advisory Services
Nebraska
$462K 38,109 +4,806 +14%
WWA
35
WCG Wealth Advisors
Nevada
$445K 36,752 +17,554 +91%
TPWM
36
Twelve Points Wealth Management
Massachusetts
$421K 34,780 -69 -0.2%
SCM
37
Sage Capital Management
New Jersey
$402K 33,200 – –
CWM
38
Centurion Wealth Management
Virginia
$391K 32,273 – –
IWC
39
Integrated Wealth Concepts
Massachusetts
$376K 31,021 +11,024 +55%
MC
40
Moors & Cabot
Massachusetts
$357K 29,500 +6,500 +28%
CIA
41
Concurrent Investment Advisors
Florida
$353K 29,124 +886 +3%
Calamos Advisors
42
Calamos Advisors
Illinois
$351K 28,982 -2,520 -8%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$337K 27,853 +17,266 +163%
NFSG
44
Newbridge Financial Services Group
Florida
$296K 24,448 +24,448 New
AFG
45
Atomi Financial Group
New York
$275K 22,731 – –
BPA
46
Beacon Pointe Advisors
California
$267K 22,014 – –
WCM
47
Windsor Capital Management
Arizona
$258K 21,329 -496 -2%
VCWA
48
Vanguard Capital Wealth Advisors
Colorado
$245K 20,261 +29 +0.1%
Truist Financial
49
Truist Financial
North Carolina
$241K 19,924 -704 -3%
KPWS
50
Kestra Private Wealth Services
Texas
$237K 19,577 +2,589 +15%
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