NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

78 hedge funds and large institutions have $161M invested in Virtus Equity & Convertible Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
-6
Holders Change %
-7.14%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$21.6M
2
Wells Fargo
2
Wells Fargo
California
$25.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7M
4
Invesco
4
Invesco
Georgia
$2.43M
5
LPL Financial
5
LPL Financial
California
$2.61M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
CA
2
Cornerstone Advisors
North Carolina
$476K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.76M
4
AF
4
Allworth Financial
California
$4.69M
5
Bank of America
5
Bank of America
North Carolina
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$844K 36,335 +284 +0.8%
SPIA
27
Steward Partners Investment Advisory
New York
$800K 34,410 +926 +3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$778K 33,482 -945 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$763K 32,822 +2,137 +7%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$746K 32,096 +3,718 +13%
SC
31
Stolper & Co
Oklahoma
$708K 30,452 +50 +0.2%
RIL
32
Rothschild Investment LLC
Illinois
$689K 29,648 – –
Baird Financial Group
33
Baird Financial Group
Wisconsin
$597K 25,688 -456 -2%
Stifel Financial
34
Stifel Financial
Missouri
$589K 25,329 -1,260 -5%
CWM
35
Cornerstone Wealth Management
Missouri
$497K 21,401 -142 -0.7%
DADC
36
D.A. Davidson & Co
Montana
$491K 21,129 +2,269 +12%
CA
37
Cornerstone Advisors
North Carolina
$476K 20,484 -167,119 -89%
Truist Financial
38
Truist Financial
North Carolina
$469K 20,171 – –
WS
39
Wedbush Securities
California
$376K 16,166 +7 +0%
IFWM
40
Institute for Wealth Management
Colorado
$355K 15,281 -34 -0.2%
LFAS
41
Level Four Advisory Services
Texas
$328K 14,125 +1,716 +14%
PI
42
PFG Investments
New York
$327K 14,065 +14,065 New
WI
43
Wintrust Investments
Illinois
$326K 14,028 +1,650 +13%
DWP
44
Daymark Wealth Partners
Ohio
$311K 13,361 – –
IAIM
45
International Assets Investment Management
Florida
$310K 13,345 +925 +7%
Comerica Bank
46
Comerica Bank
Texas
$295K 12,678 +44 +0.3%
SCA
47
SMH Capital Advisors
Texas
$285K 12,250 -1,396 -10%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$275K 11,828 +9,682 +451%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$264K 11,360 -2,433 -18%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$254K 10,931 +66 +0.6%
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