NCZ

Virtus Convertible & Income Fund II

64 hedge funds and large institutions have $97.5M invested in Virtus Convertible & Income Fund II in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
22
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
26
Sonora Investment Management
Arizona
$503K
SWM
27
Spire Wealth Management
Virginia
$460K +$3.9K +157 +0.9%
PAG
28
Private Advisor Group
New Jersey
$433K +$61.5K +2,875 +17%
BRWA
29
B. Riley Wealth Advisors
Florida
$324K +$10.2K +475 +3%
Comerica Bank
30
Comerica Bank
Texas
$268K
ACP
31
Arcus Capital Partners
Georgia
$202K +$2.62K +122 +1%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$198K -$283K
Goldman Sachs
33
Goldman Sachs
New York
$162K +$162K +7,562 New
Citadel Advisors
34
Citadel Advisors
Florida
$153K +$153K +7,168 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$139K +$58.9K +2,762 +74%
MAG
36
MRA Advisory Group
New Jersey
$135K +$960 +45 +0.7%
FIA
37
FNY Investment Advisers
New York
$107K -$28.4K -1,326 -21%
TWP
38
Tempus Wealth Planning
California
$103K +$103K +4,795 New
CIA
39
Capital Investment Advisors
Georgia
$99K +$23.9K +1,124 +32%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$82K +$82K +3,830 New
NA
41
NewEdge Advisors
Louisiana
$70K
Truist Financial
42
Truist Financial
North Carolina
$66K
Wells Fargo
43
Wells Fargo
California
$64K -$8.54K -400 -12%
APA
44
American Portfolios Advisors
New York
$58.9K
PP
45
Patten & Patten
Tennessee
$56K
KPWS
46
Kestra Private Wealth Services
Texas
$56K +$535 +25 +1%
IWM
47
IHT Wealth Management
Illinois
$55K
BCA
48
Biltmore Capital Advisors
New Jersey
$54K
HI
49
Harbour Investments
Wisconsin
$49K +$838 +39 +2%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$48K