NCZ

Virtus Convertible & Income Fund II
NCZ

Overview Fund Activity

53 hedge funds and large institutions have $70.4M invested in Virtus Convertible & Income Fund II in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-27
Holders Change %
-33.75%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
23
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$3.1M
2
WAM
Wolverine Asset Management
Illinois
+$703K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$623K
4
GP
Gridiron Partners
Pennsylvania
+$504K
5
Osaic Holdings
Osaic Holdings
Arizona
+$483K

Top Sellers

1
CPC
Congress Park Capital
New York
-$5.61M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.13M
3
Bank of America
Bank of America
North Carolina
-$1.88M
4
PAS
Park Avenue Securities
New York
-$1.42M
5
AAM
Advisors Asset Management
Colorado
-$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$1.72K -$12 -1 -0.7%
AssetMark Inc
53
AssetMark Inc
California
$1.26K – – –
HNB
54
Huntington National Bank
Ohio
$18 -$18 – –
CPC
55
Congress Park Capital
New York
– -$5.61M -448,036 Closed
PAS
56
Park Avenue Securities
New York
– -$1.42M -113,365 Closed
LCM
57
Landscape Capital Management
New Jersey
– -$441K -35,211 Closed
PAG
58
Private Advisor Group
New Jersey
– -$419K -33,463 Closed
RAM
59
Readystate Asset Management
Illinois
– -$406K -32,398 Closed
SWM
60
Spire Wealth Management
Virginia
– -$278K -22,214 Closed
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$253K -20,235 Closed
RCM
62
Rivernorth Capital Management
Florida
– -$137K -10,910 Closed
ACP
63
Arcus Capital Partners
Georgia
– -$113K -9,442 Closed
WLPWM
64
Walled Lake Planning & Wealth Management
Illinois
– -$109K -8,700 Closed
SIMG
65
Sonora Investment Management Group
Arizona
– -$100K -8,000 Closed
AWS
66
Atria Wealth Solutions
New York
– -$98.4K -7,858 Closed
MAG
67
MRA Advisory Group
New Jersey
– -$80.7K -6,443 Closed
SW
68
SVB Wealth
Massachusetts
– -$78.7K -6,288 Closed
MML Investors Services
69
MML Investors Services
Massachusetts
– -$78K -6,253 Closed
PWPS
70
Pinnacle Wealth Planning Services
Ohio
– -$71.1K -5,680 Closed
MC
71
Moors & Cabot
Massachusetts
– -$68.9K -5,500 Closed
MOS
72
MGO One Seven
Ohio
– -$68.7K -5,487 Closed
OAM
73
Occidental Asset Management
California
– -$59K -4,709 Closed
IIM
74
Illumine Investment Management
Washington
– -$58.8K -4,695 Closed
SIC
75
Samalin Investment Counsel
New York
– -$56K -4,476 Closed
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