NFJ

Virtus Dividend, Interest & Premium Strategy Fund

113 hedge funds and large institutions have $478M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 19 closing their positions.

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
36
Reduced
32
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
76
Wedbush Securities
California
$161K +$13.8K +1,000 +9%
LFF
77
Level Four Financial
Texas
$157K
CP
78
Camelot Portfolios
Ohio
$155K +$155K +11,218 New
HighTower Advisors
79
HighTower Advisors
Illinois
$142K -$49.3K -3,524 -26%
CCG
80
Chatham Capital Group
Georgia
$138K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$116K -$7.57K -551 -6%
EP
82
Eudaimonia Partners
Tennessee
$82K -$15.1K -1,095 -16%
NSIM
83
North Star Investment Management
Illinois
$55K
US Bancorp
84
US Bancorp
Minnesota
$46K
IFAM
85
Institutional & Family Asset Management
Colorado
$41K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$39K
NFG
87
Next Financial Group
Texas
$34K
HI
88
Harbour Investments
Wisconsin
$34K +$34K +2,490 New
FI
89
FormulaFolio Investments
Michigan
$29K +$29K +2,025 New
AIC
90
Archer Investment Corporation
Indiana
$28.6K
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$22K -$10.3K -750 -32%
BWL
92
Bogart Wealth LLC
Virginia
$22K
VBCG
93
Valley Brook Capital Group
Pennsylvania
$20K
TWM
94
Tradition Wealth Management
Minnesota
$18K
EIP
95
Ellis Investment Partners
Pennsylvania
$18K +$592 +44 +3%
AWA
96
Arkadios Wealth Advisors
Georgia
$17K -$4.31K -327 -20%
RBC
97
Roble Belko & Company
Pennsylvania
$17K
TFGT
98
TS Financial Group (TSFG)
Illinois
$14K
SWA
99
SOA Wealth Advisors
New York
$13K +$219 +16 +2%
IA
100
IFP Advisors
Florida
$13K +$13K +950 New