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 %
AWM
101
Avior Wealth Management
Nebraska
$11K +$11K +1,067 New
RCM
102
Raleigh Capital Management
North Carolina
$10K
CCA
103
Column Capital Advisors
Indiana
$9K
OCM
104
Osterweis Capital Management
California
$8K
MA
105
MUFG Americas
New York
$7K +$7K +700 New
EWA
106
EverSource Wealth Advisors
Alabama
$6K +$6K +586 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$5K -$88.8K -7,887 -95%
AF
108
Advisornet Financial
Minnesota
$3K
IFAM
109
Institutional & Family Asset Management
Colorado
$2K
MOS
110
MGO One Seven
Ohio
$311 -$5 -469 -2%
WIM
111
Westside Investment Management
California
$19
OWA
112
Opal Wealth Advisors
New York
-$1.19M -102,841 Closed
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
-$529 -38,422 Closed
Walleye Capital
114
Walleye Capital
New York
-$189K -16,358 Closed
KAS
115
Kestra Advisory Services
Texas
-$169K -14,643 Closed
Jane Street
116
Jane Street
New York
-$123K -10,622 Closed
BCM
117
Brookstone Capital Management
Illinois
-$128K -10,523 Closed
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
-$118K -10,264 Closed
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
-$69K -6,000 Closed
PMFA
120
Plante Moran Financial Advisors
Michigan
-$36K -3,080 Closed
SWM
121
SeaCrest Wealth Management
New York
-$19K -1,685 Closed
TWM
122
Tradition Wealth Management
Minnesota
-$15K -1,325 Closed
CCM
123
Chilton Capital Management
Texas
-$8K -731 Closed
AW
124
ACG Wealth
Georgia
-$8K -712 Closed
GWMIA
125
Global Wealth Management Investment Advisory
Florida
-$6K -537 Closed