AVK

Advent Convertible and Income Fund

90 hedge funds and large institutions have $174M invested in Advent Convertible and Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.74M
2 -$3.41M
3 -$2.1M
4
QL
Quarry LP
New York
-$496K
5
Invesco
Invesco
Georgia
-$367K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$808K
SC
27
Stolper & Co
Oklahoma
$739K
NA
28
NewEdge Advisors
Louisiana
$723K
WA
29
Waverly Advisors
Alabama
$692K
PI
30
PFG Investments
New York
$628K
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$612K
IAIM
32
International Assets Investment Management
Florida
$557K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$547K
HBCM
34
Heron Bay Capital Management
Michigan
$519K
AAS
35
Ameritas Advisory Services
Nebraska
$462K
WWA
36
WCG Wealth Advisors
Nevada
$445K
TPWM
37
Twelve Points Wealth Management
Massachusetts
$421K
SCM
38
Sage Capital Management
New Jersey
$402K
CWM
39
Centurion Wealth Management
Virginia
$391K
IWC
40
Integrated Wealth Concepts
Massachusetts
$376K
MC
41
Moors & Cabot
Massachusetts
$357K
CIA
42
Concurrent Investment Advisors
Florida
$353K
Calamos Advisors
43
Calamos Advisors
Illinois
$351K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$337K
NFSG
45
Newbridge Financial Services Group
Florida
$296K
AFG
46
Atomi Financial Group
New York
$275K
BPA
47
Beacon Pointe Advisors
California
$267K
WCM
48
Windsor Capital Management
Arizona
$258K
VCWA
49
Vanguard Capital Wealth Advisors
Colorado
$245K
Truist Financial
50
Truist Financial
North Carolina
$241K