NCZ

Virtus Convertible & Income Fund II

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
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
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$6K
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$1.72K
AssetMark Inc
53
AssetMark Inc
California
$1.26K
HNB
54
Huntington National Bank
Ohio
$18
CPC
55
Congress Park Capital
New York
PAS
56
Park Avenue Securities
New York
LCM
57
Landscape Capital Management
New Jersey
PAG
58
Private Advisor Group
New Jersey
RAM
59
Readystate Asset Management
Illinois
SWM
60
Spire Wealth Management
Virginia
ICMP
61
Integrated Capital Management (Pennsylvania)
Pennsylvania
RCM
62
Rivernorth Capital Management
Florida
ACP
63
Arcus Capital Partners
Georgia
WLPWM
64
Walled Lake Planning & Wealth Management
Illinois
SIMG
65
Sonora Investment Management Group
Arizona
AWS
66
Atria Wealth Solutions
New York
MAG
67
MRA Advisory Group
New Jersey
SW
68
SVB Wealth
Massachusetts
MML Investors Services
69
MML Investors Services
Massachusetts
PWPS
70
Pinnacle Wealth Planning Services
Ohio
MC
71
Moors & Cabot
Massachusetts
MOS
72
MGO One Seven
Ohio
OAM
73
Occidental Asset Management
California
IIM
74
Illumine Investment Management
Washington
SIC
75
Samalin Investment Counsel
New York