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 %
CAS
101
Coppell Advisory Solutions
Texas
$34.8K +$34.8K +2,880 New
US Bancorp
102
US Bancorp
Minnesota
$33.9K -$2.44K -200 -7%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$27K +$10.8K +881 +67%
AAG
104
Armstrong Advisory Group
Massachusetts
$24.4K +$24.4K +2,000 New
BWL
105
Bogart Wealth LLC
Virginia
$19.6K
AF
106
Allworth Financial
California
$19.1K
TWC
107
TD Waterhouse Canada
Ontario, Canada
$16.5K
RBC
108
Roble Belko & Company
Pennsylvania
$15K
SS
109
Sunbelt Securities
Texas
$14.7K +$14.7K +1,200 New
SWA
110
SOA Wealth Advisors
New York
$13.7K +$269 +22 +2%
IA
111
IFP Advisors
Florida
$13.2K
RCM
112
Raleigh Capital Management
North Carolina
$12.2K -$1.22K -100 -9%
CCP
113
Carmel Capital Partners
California
$12.2K
TFGT
114
TS Financial Group (TSFG)
Illinois
$12K
CFD
115
Creative Financial Designs
Indiana
$11K +$11K +897 New
TIM
116
Tortoise Investment Management
New York
$10.3K +$10.3K +844 New
CAL
117
Capital Analysts LLC
Pennsylvania
$10K +$10K +812 New
CCA
118
Column Capital Advisors
Indiana
$9.84K
OCM
119
Osterweis Capital Management
California
$9.41K -$9.07K
HI
120
Harbour Investments
Wisconsin
$5.49K -$10.7K -880 -66%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$5.15K +$5.15K +422 New
ANBT
122
American National Bank & Trust
Texas
$4.65K +$4.65K +381 New
GRP
123
Global Retirement Partners
California
$4.03K
AF
124
Advisornet Financial
Minnesota
$3.82K
AWM
125
Avior Wealth Management
Nebraska
$3.48K