NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

76 hedge funds and large institutions have $146M invested in Virtus Equity & Convertible Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-8
Holders Change %
-9.52%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.4M
2
SFS
Shaker Financial Services
Virginia
$1.41M
3
Morgan Stanley
Morgan Stanley
New York
$12.3M
4
LPL Financial
LPL Financial
California
$3.93M
5
GAA
Global Assets Advisory
Florida
$630K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$10.5M
2
AAM
Advisors Asset Management
Colorado
$22.3M
3
GC
Guggenheim Capital
Illinois
$10M
4
Wells Fargo
Wells Fargo
California
$23.1M
5
Bank of America
Bank of America
North Carolina
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$710K +$114K +5,132 +19%
SC
27
Stolper & Co
Oklahoma
$680K +$7.19K +325 +1%
SPIA
28
Steward Partners Investment Advisory
New York
$665K -$23.8K -1,074 -3%
RIL
29
Rothschild Investment LLC
Illinois
$652K -$17K -769 -3%
GAA
30
Global Assets Advisory
Florida
$630K +$378K +18,000 +150%
Stifel Financial
31
Stifel Financial
Missouri
$611K +$12.9K +581 +2%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$573K -$8.28K -374 -1%
DADC
33
D.A. Davidson & Co
Montana
$552K -$8.76K -396 -2%
CWM
34
Centurion Wealth Management
Virginia
$539K – – –
CWM
35
Cornerstone Wealth Management
Missouri
$529K +$4.49K +203 +0.9%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$510K -$399K -18,036 -44%
Truist Financial
37
Truist Financial
North Carolina
$483K – – –
LCM
38
Landscape Capital Management
New Jersey
$480K -$452K -20,413 -48%
LFAS
39
Level Four Advisory Services
Texas
$442K +$51.5K +2,328 +13%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$415K -$23.2K -1,050 -5%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$361K +$38.1K +1,722 +12%
IFWM
42
Institute for Wealth Management
Colorado
$335K -$3.25K -147 -1%
PI
43
PFG Investments
New York
$328K +$1.06K +48 +0.3%
IAIM
44
International Assets Investment Management
Florida
$280K – – –
RAM
45
Readystate Asset Management
Illinois
$268K +$268K +12,123 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$256K -$3.57K -161 -1%
WS
47
Wedbush Securities
California
$250K +$16.8K +758 +7%
SCA
48
SMH Capital Advisors
Texas
$236K -$8.39K -379 -3%
JIC
49
Joel Isaacson & Co
New York
$221K +$221K +10,000 New
DWP
50
Daymark Wealth Partners
Ohio
$220K -$53.1K -2,400 -19%
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