NCV

Virtus Convertible & Income Fund

94 hedge funds and large institutions have $54.4M invested in Virtus Convertible & Income Fund in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
51
Perennial Investment Advisors
California
$75.2K +$75.2K +5,598 New
SW
52
SVB Wealth
Massachusetts
$74.3K -$17.2K -1,278 -19%
LNWWM
53
Laird Norton Wetherby Wealth Management
California
$73.6K
VVP
54
Venture Visionary Partners
Ohio
$72.9K
RJA
55
Raymond James & Associates
Florida
$68.7K -$39.2K -2,915 -36%
IFWM
56
Institute for Wealth Management
Colorado
$67.9K
T
57
TNF
Montana
$64.8K -$2.46K -179 -4%
RFN
58
RDA Financial Network
Iowa
$61.4K -$672 -50 -1%
GLA
59
Good Life Advisors
Pennsylvania
$56.2K
MML Investors Services
60
MML Investors Services
Massachusetts
$55K -$2.8K -210 -5%
HighTower Advisors
61
HighTower Advisors
Illinois
$54K +$203 +15 +0.4%
AP
62
Americana Partners
Texas
$52.8K
UB
63
UMB Bank
Missouri
$49.5K
TWP
64
Tempus Wealth Planning
California
$49.1K
CIA
65
Capital Investment Advisors
Georgia
$44.4K -$1.3K -97 -3%
EM
66
ELCO Management
New York
$43.7K
SIC
67
Samalin Investment Counsel
New York
$42K -$42.9K -3,191 -51%
MOS
68
MGO One Seven
Ohio
$40.4K +$121 +9 +0.3%
GLLW
69
Graves Light Lenhart Wealth
Virginia
$40.3K
IWM
70
IHT Wealth Management
Illinois
$38.6K +$38.6K +2,869 New
1WA
71
180 Wealth Advisors
Washington
$37K
BCA
72
Bay Colony Advisors
Massachusetts
$35.7K +$413 +31 +1%
DA
73
Detalus Advisors
Missouri
$34.3K -$7.81K -581 -19%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$27K +$26.8K +1,983 +11,665%
BAM
75
Belpointe Asset Management
Nevada
$17.8K +$605 +45 +4%