NIE

Virtus Equity & Convertible Income Fund

78 hedge funds and large institutions have $177M invested in Virtus Equity & Convertible Income Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-13
Holders Change %
-14.29%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
22
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
26
Prospera Financial Services
Texas
$906K +$906K +33,368 New
RIL
27
Rothschild Investment LLC
Illinois
$900K
SPIA
28
Steward Partners Investment Advisory
New York
$865K +$57.7K +2,128 +7%
SFS
29
Shaker Financial Services
Virginia
$742K -$2.97M -109,400 -80%
Truist Financial
30
Truist Financial
North Carolina
$608K -$29.8K -1,100 -5%
Bank of America
31
Bank of America
North Carolina
$575K +$6.92K +255 +1%
5L
32
55I LLC
Massachusetts
$565K +$111K +4,082 +24%
LPL Financial
33
LPL Financial
California
$561K +$100K +3,694 +22%
BRWA
34
B. Riley Wealth Advisors
Florida
$555K -$35.3K -1,299 -6%
XF
35
XML Financial
Maryland
$549K -$61.7K -2,274 -10%
CWM
36
Cornerstone Wealth Management
Missouri
$525K +$32.2K +1,185 +7%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$488K -$256K -8,469 -34%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$474K
ASN
39
Advisory Services Network
Georgia
$458K +$15.7K +577 +4%
IFWM
40
Institute for Wealth Management
Colorado
$452K
WS
41
Wedbush Securities
California
$446K
SCA
42
SMH Capital Advisors
Texas
$424K +$22.2K +819 +6%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$419K +$419K +15,425 New
TC
44
Telemus Capital
Michigan
$394K -$183K -6,717 -32%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$382K +$382K +14,075 New
FF
46
FourThought Financial
Florida
$330K -$64.1K -2,361 -16%
DC
47
Davenport & Co
Virginia
$325K +$16.6K +611 +5%
LWAC
48
Laurel Wealth Advisors (California)
California
$271K -$4.93K -182 -2%
SWM
49
Silverlake Wealth Management
Vermont
$268K
IWC
50
Integrated Wealth Concepts
Massachusetts
$264K