NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

86 hedge funds and large institutions have $167M invested in Virtus Equity & Convertible Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 3 closing their positions.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$3.9M
2
CA
2
Cornerstone Advisors
North Carolina
$2.71M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.9M
4
RAM
4
Readystate Asset Management
Illinois
$1.24M
5
SFS
5
Shaker Financial Services
Virginia
$2.43M

Top Sellers

1
GEM
1
Global Endowment Management
North Carolina
$0
2
Wells Fargo
2
Wells Fargo
California
$24.1M
3
GC
3
Guggenheim Capital
Illinois
$10.3M
4
GAA
4
Global Assets Advisory
Florida
$238K
5
Invesco
5
Invesco
Georgia
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$857K 35,850 -15,790 -31%
Ameriprise
27
Ameriprise
Minnesota
$848K 35,473 +3,399 +11%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$804K 33,655 -954 -3%
SPIA
29
Steward Partners Investment Advisory
New York
$803K 33,578 +3,524 +12%
SC
30
Stolper & Co
Oklahoma
$763K 31,905 +1,174 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$706K 29,524 -2,583 -8%
RIL
32
Rothschild Investment LLC
Illinois
$693K 28,991 -450 -2%
PFS
33
Prospera Financial Services
Texas
$678K 28,371 +28,371 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$626K 26,179 +266 +1%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$619K 25,910 +2,856 +12%
DADC
36
D.A. Davidson & Co
Montana
$611K 25,579 +635 +3%
CWM
37
Cornerstone Wealth Management
Missouri
$588K 24,618 +734 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$520K 21,756 +5,459 +33%
Truist Financial
39
Truist Financial
North Carolina
$516K 21,570 -247 -1%
CWM
40
Centurion Wealth Management
Virginia
$514K 21,509 -352 -2%
P
41
&Partners
Tennessee
$513K 21,446 +21,446 New
LFAS
42
Level Four Advisory Services
Texas
$474K 19,817 -175 -0.9%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$451K 18,879 +126 +0.7%
AWS
44
Atria Wealth Solutions
New York
$437K 18,262 +8,745 +92%
BKA
45
Brick & Kyle Associates
Pennsylvania
$418K 17,569 +17,569 New
LCM
46
Landscape Capital Management
New Jersey
$415K 17,375 -4,334 -20%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$374K 15,663 +15,663 New
IFWM
48
Institute for Wealth Management
Colorado
$360K 15,054 -99 -0.7%
PI
49
PFG Investments
New York
$355K 14,874 +47 +0.3%
AQR Capital Management
50
AQR Capital Management
Connecticut
$345K 14,452 +14,452 New
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