NCZ

Virtus Convertible & Income Fund II

57 hedge funds and large institutions have $97.7M invested in Virtus Convertible & Income Fund II in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
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
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$313K
RAM
27
Readystate Asset Management
Illinois
$301K
Baird Financial Group
28
Baird Financial Group
Wisconsin
$289K
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$268K
Millennium Management
30
Millennium Management
New York
$256K
CEFA
31
Closed-End Fund Advisors
Virginia
$254K
WLPWM
32
Walled Lake Planning & Wealth Management
Illinois
$213K
Wells Fargo
33
Wells Fargo
California
$213K
ICMP
34
Integrated Capital Management (Pennsylvania)
Pennsylvania
$195K
PI
35
PFG Investments
New York
$183K
CL
36
Choreo LLC
Illinois
$182K
AIS
37
Accredited Investor Services
Minnesota
$169K
HCM
38
Hollencrest Capital Management
California
$139K
CA
39
CoreCap Advisors
Michigan
$64.9K
PWPS
40
Pinnacle Wealth Planning Services
Ohio
$49.2K
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$25.5K
WA
42
WPG Advisers
Maryland
$21.8K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$21.4K
AF
44
Allworth Financial
California
$18.9K
CBT
45
Crews Bank & Trust
Florida
$16.8K
HWM
46
HighMark Wealth Management
Minnesota
$10.6K
GIA
47
GHP Investment Advisors
Colorado
$10.1K
HI
48
Harbour Investments
Wisconsin
$9.6K
EWA
49
EverSource Wealth Advisors
Alabama
$9.39K
BlackRock
50
BlackRock
New York
$7.84K