NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

86 hedge funds and large institutions have $167M invested in Virtus Equity & Convertible Income Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$3.69M
2
CA
Cornerstone Advisors
North Carolina
+$2.71M
3
Stifel Financial
Stifel Financial
Missouri
+$1.24M
4
RAM
Readystate Asset Management
Illinois
+$954K
5
SFS
Shaker Financial Services
Virginia
+$906K

Top Sellers

1
GEM
Global Endowment Management
North Carolina
-$1.33M
2
Wells Fargo
Wells Fargo
California
-$784K
3
GC
Guggenheim Capital
Illinois
-$548K
4
GAA
Global Assets Advisory
Florida
-$477K
5
Invesco
Invesco
Georgia
-$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$857K -$377K -15,790 -31%
Ameriprise
27
Ameriprise
Minnesota
$848K +$81.2K +3,399 +11%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$804K -$22.8K -954 -3%
SPIA
29
Steward Partners Investment Advisory
New York
$803K +$84.2K +3,524 +12%
SC
30
Stolper & Co
Oklahoma
$763K +$28.1K +1,174 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$706K -$61.8K -2,583 -8%
RIL
32
Rothschild Investment LLC
Illinois
$693K -$10.8K -450 -2%
PFS
33
Prospera Financial Services
Texas
$678K +$678K +28,371 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$626K +$6.36K +266 +1%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$619K +$68.3K +2,856 +12%
DADC
36
D.A. Davidson & Co
Montana
$611K +$15.2K +635 +3%
CWM
37
Cornerstone Wealth Management
Missouri
$588K +$17.5K +734 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$520K +$130K +5,459 +33%
Truist Financial
39
Truist Financial
North Carolina
$516K -$5.9K -247 -1%
CWM
40
Centurion Wealth Management
Virginia
$514K -$8.41K -352 -2%
P
41
&Partners
Tennessee
$513K +$513K +21,446 New
LFAS
42
Level Four Advisory Services
Texas
$474K -$4.18K -175 -0.9%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$451K +$3.01K +126 +0.7%
AWS
44
Atria Wealth Solutions
New York
$437K +$209K +8,745 +92%
BKA
45
Brick & Kyle Associates
Pennsylvania
$418K +$418K +17,569 New
LCM
46
Landscape Capital Management
New Jersey
$415K -$104K -4,334 -20%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$374K +$374K +15,663 New
IFWM
48
Institute for Wealth Management
Colorado
$360K -$2.37K -99 -0.7%
PI
49
PFG Investments
New York
$355K +$1.12K +47 +0.3%
AQR Capital Management
50
AQR Capital Management
Connecticut
$345K +$345K +14,452 New
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