NIE

Virtus Equity & Convertible Income Fund

85 hedge funds and large institutions have $166M invested in Virtus Equity & Convertible Income Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
26
Calamos Advisors
Illinois
$1.12M
KFGK
27
Keystone Financial Group (Kentucky)
Kentucky
$1.09M
SFS
28
Shaker Financial Services
Virginia
$1.06M
Ameriprise
29
Ameriprise
Minnesota
$1.03M
IWC
30
Integrated Wealth Concepts
Massachusetts
$1M
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$931K
KAS
32
Kestra Advisory Services
Texas
$896K
First Trust Advisors
33
First Trust Advisors
Illinois
$789K
PFS
34
Prospera Financial Services
Texas
$776K
Stifel Financial
35
Stifel Financial
Missouri
$755K
PFO
36
PMG Family Office
Texas
$742K
SPIA
37
Steward Partners Investment Advisory
New York
$730K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$705K
RIL
39
Rothschild Investment LLC
Illinois
$677K
AF
40
Allworth Financial
California
$669K
CWM
41
Cornerstone Wealth Management
Missouri
$650K
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$605K
WS
43
Wedbush Securities
California
$597K
LFAS
44
Level Four Advisory Services
Texas
$588K
CIA
45
Concurrent Investment Advisors
Florida
$559K
CWM
46
Centurion Wealth Management
Virginia
$502K
DJYG
47
David J. Yvars Group
Florida
$482K
Truist Financial
48
Truist Financial
North Carolina
$468K
Baird Financial Group
49
Baird Financial Group
Wisconsin
$441K
PI
50
PFG Investments
New York
$352K