AVK

Advent Convertible and Income Fund

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
Name Market Value Shares Shares
Change
Shares
Change %
GSWM
76
Golden State Wealth Management
California
$12.4K 1,026
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K 1,000
AWM
78
Atticus Wealth Management
Florida
$10.1K 837
ME
79
McIlrath & Eck
Washington
$9.75K 805
GRP
80
Global Retirement Partners
California
$8.5K 702 +702 New
FGA
81
Fortis Group Advisors
New Jersey
$6.59K 544
GWP
82
Gen-Wealth Partners
Michigan
$5.99K 495
NSIM
83
North Star Investment Management
Illinois
$5.08K 420
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$5K 423
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$4.84K 400 -9 -2%
AF
86
Allworth Financial
California
$4.84K 400
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$3.38K 279 -18,326 -99%
AssetMark Inc
88
AssetMark Inc
California
$3.17K 262
WA
89
WPG Advisers
Maryland
$3.08K 254 -614 -71%
SFS
90
Shaker Financial Services
Virginia
-20,421 Closed
Citadel Advisors
91
Citadel Advisors
Florida
-19,121 Closed
TCA
92
Transcend Capital Advisors
New Jersey
-11,681 Closed
PFBT
93
Parkside Financial Bank & Trust
Missouri
-2,042 Closed
BT
94
Banque Transatlantique
France
-1,210 Closed
CCM
95
Coldstream Capital Management
Washington
-191 Closed