NFJ

Virtus Dividend, Interest & Premium Strategy Fund

112 hedge funds and large institutions have $346M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
46
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCWA
76
Vanguard Capital Wealth Advisors
Colorado
$126K +$2.11K +197 +2%
WS
77
Wedbush Securities
California
$125K +$125K +11,723 New
HighTower Advisors
78
HighTower Advisors
Illinois
$117K -$6.49K -604 -5%
AWS
79
Atria Wealth Solutions
New York
$115K +$115K +10,755 New
CP
80
Camelot Portfolios
Ohio
$112K -$13.5K -1,262 -11%
BFG
81
Berger Financial Group
Minnesota
$111K -$8.94K -838 -7%
CCG
82
Chatham Capital Group
Georgia
$107K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$89K +$76.2K +7,165 +597%
CWM
84
Castle Wealth Management
Florida
$86K -$75.3K -7,077 -47%
IA
85
IFP Advisors
Florida
$77K +$2.03K +149 +3%
SWM
86
Spire Wealth Management
Virginia
$51K -$47.6K -4,477 -48%
NSIM
87
North Star Investment Management
Illinois
$46K +$968 +90 +2%
HCP
88
Hexagon Capital Partners
Arkansas
$44K
US Bancorp
89
US Bancorp
Minnesota
$30K
APA
90
American Portfolios Advisors
New York
$23.2K +$3.3K +309 +17%
AF
91
Allworth Financial
California
$21K +$21K +1,965 New
HI
92
Harbour Investments
Wisconsin
$20K
BWL
93
Bogart Wealth LLC
Virginia
$17K
EIP
94
Ellis Investment Partners
Pennsylvania
$15K +$314 +31 +2%
TWC
95
TD Waterhouse Canada
Ontario, Canada
$14.7K
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$14K +$13.8K +1,277 +7,981%
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$14K +$14K +1,280 New
RBC
98
Roble Belko & Company
Pennsylvania
$13K
TFGT
99
TS Financial Group (TSFG)
Illinois
$11K
SWA
100
SOA Wealth Advisors
New York
$11K +$240 +23 +2%