NIE

Virtus Equity & Convertible Income Fund

75 hedge funds and large institutions have $135M invested in Virtus Equity & Convertible Income Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$847K +$185K +8,927 +28%
AA
27
AQR Arbitrage
Connecticut
$828K +$828K +39,920 New
Ameriprise
28
Ameriprise
Minnesota
$693K -$127K -6,115 -15%
RIL
29
Rothschild Investment LLC
Illinois
$660K -$27.8K -1,340 -4%
PFS
30
Prospera Financial Services
Texas
$658K -$33.9K -1,636 -5%
LCM
31
Landscape Capital Management
New Jersey
$609K +$609K +29,326 New
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$546K +$254K +12,250 +87%
Truist Financial
33
Truist Financial
North Carolina
$484K +$18.7K +900 +4%
BRWA
34
B. Riley Wealth Advisors
Florida
$468K +$43.2K +2,081 +10%
SWM
35
Spire Wealth Management
Virginia
$447K -$430K -20,696 -49%
XF
36
XML Financial
Maryland
$435K +$15.6K +752 +4%
Bank of America
37
Bank of America
North Carolina
$417K -$22.4K -1,078 -5%
CWM
38
Cornerstone Wealth Management
Missouri
$397K -$4.57K -220 -1%
SCA
39
SMH Capital Advisors
Texas
$384K +$60.4K +2,914 +19%
Stifel Financial
40
Stifel Financial
Missouri
$375K -$1.89M -90,894 -83%
IFWM
41
Institute for Wealth Management
Colorado
$344K -$1.18K -57 -0.3%
WS
42
Wedbush Securities
California
$341K
ASN
43
Advisory Services Network
Georgia
$337K -$13.4K -646 -4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$279K -$41.6K -2,002 -13%
TC
45
Telemus Capital
Michigan
$251K -$49.8K -2,400 -17%
DC
46
Davenport & Co
Virginia
$249K
Walleye Capital
47
Walleye Capital
New York
$241K +$241K +11,597 New
HWAM
48
Hennion & Walsh Asset Management
New Jersey
$222K +$222K +10,710 New
WI
49
Wintrust Investments
Illinois
$208K +$21.7K +1,050 +12%
SWM
50
Silverlake Wealth Management
Vermont
$205K