NFJ

Virtus Dividend, Interest & Premium Strategy Fund

128 hedge funds and large institutions have $523M invested in Virtus Dividend, Interest & Premium Strategy Fund in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
38
Reduced
41
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$74.1K 5,800
HCP
102
Hexagon Capital Partners
Arkansas
$52.6K 4,116
SS
103
Sunbelt Securities
Texas
$50.6K 3,963 +2,763 +230%
EWA
104
EverSource Wealth Advisors
Alabama
$35.8K 2,990
AAG
105
Accordant Advisory Group
Maryland
$33.2K 2,600 +2,600 New
AAG
106
Armstrong Advisory Group
Massachusetts
$25.2K 2,000
PS
107
Principal Securities
Iowa
$22.2K 1,738 +38 +2%
HI
108
Harbour Investments
Wisconsin
$21.7K 1,700 +1,250 +278%
FFWM
109
Future Financial Wealth Management
Ohio
$19.2K 1,500 +1,500 New
Bessemer Group
110
Bessemer Group
New Jersey
$19K 1,518 +1,518 New
TWC
111
TD Waterhouse Canada
Ontario, Canada
$16.7K 1,350
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$15.8K 1,250 +1,250 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$15K 1,188 -201 -14%
TFGT
114
TS Financial Group (TSFG)
Illinois
$13K 1,000
RCM
115
Raleigh Capital Management
North Carolina
$12.8K 1,000
TIM
116
Tortoise Investment Management
New York
$11.5K 898 +19 +2%
CFD
117
Creative Financial Designs
Indiana
$11.5K 897
OC
118
Oakworth Capital
Alabama
$10.2K 800
AssetMark Inc
119
AssetMark Inc
California
$9.05K 708 +708 New
BCMLT
120
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.84K 614 +614 New
SWA
121
SOA Wealth Advisors
New York
$7.63K 597 -571 -49%
GRP
122
Global Retirement Partners
California
$4.22K 330
AWM
123
Avior Wealth Management
Nebraska
$3.64K 285
FGA
124
Fortis Group Advisors
New Jersey
$3.2K 250 -250 -50%
IFAM
125
Institutional & Family Asset Management
Colorado
$2.74K 214