NFJ

Virtus Dividend, Interest & Premium Strategy Fund

127 hedge funds and large institutions have $442M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 16 closing their positions.

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
47
Reduced
37
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$207K +$12.2K +1,000 +6%
PAG
77
Private Advisor Group
New Jersey
$199K +$63 +5 +0%
RJT
78
Raymond James Trust
Florida
$198K
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$192K +$3.08K +252 +2%
OLVIG
80
Oliver Lagore Vanvalin Investment Group
Michigan
$187K +$51.3K +4,205 +38%
CCM
81
Coldstream Capital Management
Washington
$183K +$452 +37 +0.2%
ATC
82
Argent Trust Co
Tennessee
$183K
CB
83
Commerce Bank
Missouri
$171K -$7.55K -618 -4%
WS
84
Wedbush Securities
California
$169K +$10.5K +862 +7%
OAM
85
Occidental Asset Management
California
$166K +$3.2K +262 +2%
AA
86
Argent Advisors
Louisiana
$165K +$22.2K +1,821 +16%
SCA
87
Snowden Capital Advisors
New York
$147K +$147K +12,049 New
VPIM
88
Vanguard Personalized Indexing Management
California
$146K +$146K +11,942 New
AWS
89
Atria Wealth Solutions
New York
$144K -$2.59K -212 -2%
ATPW
90
Ashton Thomas Private Wealth
Arizona
$142K
LFAS
91
Level Four Advisory Services
Texas
$141K +$4.84K +396 +4%
VCWA
92
Vanguard Capital Wealth Advisors
Colorado
$139K -$3.43K -281 -2%
EC
93
Elequin Capital
New York
$135K -$259K -21,222 -66%
AP
94
Americana Partners
Texas
$125K -$172K -14,100 -58%
CCG
95
Chatham Capital Group
Georgia
$122K
CT
96
Colonial Trust
South Carolina
$107K
CFFP
97
Center for Financial Planning
Michigan
$77.2K +$77.2K +6,324 New
SWM
98
Spire Wealth Management
Virginia
$70.8K
HCP
99
Hexagon Capital Partners
Arkansas
$50.3K
EWA
100
EverSource Wealth Advisors
Alabama
$44.2K