NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

74 hedge funds and large institutions have $141M invested in Virtus Equity & Convertible Income Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$6.72M
2
GC
2
Guggenheim Capital
Illinois
$9.69M
3
Bank of America
3
Bank of America
North Carolina
$6.16M
4
Wells Fargo
4
Wells Fargo
California
$26.5M
5
Walleye Capital
5
Walleye Capital
New York
$450K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$7.49M
2
AA
2
AQR Arbitrage
Connecticut
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Invesco
4
Invesco
Georgia
$1.43M
5
CIA
5
Capital Investment Advisors
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Stolper & Co
Oklahoma
$646K -$15.6K -736 -2%
RIL
27
Rothschild Investment LLC
Illinois
$627K -$45.9K -2,170 -7%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$618K – – –
Stifel Financial
29
Stifel Financial
Missouri
$563K +$135K +6,404 +32%
SWM
30
Spire Wealth Management
Virginia
$456K -$42.3K -2,000 -8%
Walleye Capital
31
Walleye Capital
New York
$450K +$450K +21,253 New
CWM
32
Centurion Wealth Management
Virginia
$421K – – –
Truist Financial
33
Truist Financial
North Carolina
$420K – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$414K +$368K +17,423 +809%
ASN
35
Advisory Services Network
Georgia
$397K +$10.4K +490 +3%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$380K +$32.4K +1,530 +9%
CWM
37
Cornerstone Wealth Management
Missouri
$374K +$3K +142 +0.8%
SCA
38
SMH Capital Advisors
Texas
$362K -$2.14K -101 -0.6%
WS
39
Wedbush Securities
California
$352K +$148 +7 +0%
AWS
40
Atria Wealth Solutions
New York
$349K +$26.7K +1,261 +8%
IFWM
41
Institute for Wealth Management
Colorado
$336K – – –
HI
42
Harbour Investments
Wisconsin
$325K -$38.2K -1,804 -10%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$322K +$5.96K +282 +2%
DADC
44
D.A. Davidson & Co
Montana
$315K +$315K +14,905 New
PIWA
45
Prevail Innovative Wealth Advisors
Kansas
$306K +$306K +14,445 New
WI
46
Wintrust Investments
Illinois
$297K +$297K +14,046 New
IAIM
47
International Assets Investment Management
Florida
$279K +$54K +2,555 +24%
DWP
48
Daymark Wealth Partners
Ohio
$264K +$264K +12,469 New
XF
49
XML Financial
Maryland
$246K -$21.7K -1,024 -8%
GAA
50
Global Assets Advisory
Florida
$233K – – –
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2
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