NCV

Virtus Convertible & Income Fund

64 hedge funds and large institutions have $88.8M invested in Virtus Convertible & Income Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
11
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
26
Robinson Capital Management
Michigan
$445K +$445K +31,336 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$427K -$1.49M -105,083 -78%
ICM
28
Ionic Capital Management
New York
$398K
Mariner
29
Mariner
Kansas
$349K -$15.6K -1,097 -4%
MFG
30
Merit Financial Group
Georgia
$349K +$349K +24,569 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$304K -$24.6K -1,735 -7%
ICMP
32
Integrated Capital Management (Pennsylvania)
Pennsylvania
$300K +$300K +21,157 New
TWPM
33
Total Wealth Planning & Management
Florida
$287K +$287K +20,217 New
UBS Group
34
UBS Group
Switzerland
$285K -$361K -25,410 -56%
NA
35
NewEdge Advisors
Louisiana
$280K -$11K -775 -4%
GLA
36
Good Life Advisors
Pennsylvania
$278K +$278K +19,565 New
KAS
37
Kestra Advisory Services
Texas
$275K -$6.28K -442 -2%
HighTower Advisors
38
HighTower Advisors
Illinois
$235K -$4.81K -339 -2%
CA
39
CoreCap Advisors
Michigan
$203K +$46.1K +3,243 +29%
Wells Fargo
40
Wells Fargo
California
$200K -$32K -2,251 -14%
EGA
41
E&G Advisors
Texas
$194K -$3.55K -250 -2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$177K +$177K +12,437 New
CL
43
Choreo LLC
Illinois
$162K -$32.8K -2,310 -17%
Jane Street
44
Jane Street
New York
$155K +$155K +10,881 New
AW
45
Alteri Wealth
California
$148K -$3.55K -250 -2%
Stifel Financial
46
Stifel Financial
Missouri
$146K
WS
47
Wedbush Securities
California
$142K -$25.1K -1,770 -15%
GWM
48
Geneos Wealth Management
Colorado
$98.6K -$160K -11,285 -62%
EC
49
Elequin Capital
New York
$69.7K +$69.7K +4,907 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$66K +$254 +18 +0.4%