NIE

Virtus Equity & Convertible Income Fund

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$857K
Ameriprise
27
Ameriprise
Minnesota
$848K
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$804K
SPIA
29
Steward Partners Investment Advisory
New York
$803K
SC
30
Stolper & Co
Oklahoma
$763K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$706K
RIL
32
Rothschild Investment LLC
Illinois
$693K
PFS
33
Prospera Financial Services
Texas
$678K
Baird Financial Group
34
Baird Financial Group
Wisconsin
$626K
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$619K
DADC
36
D.A. Davidson & Co
Montana
$611K
CWM
37
Cornerstone Wealth Management
Missouri
$588K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$520K
Truist Financial
39
Truist Financial
North Carolina
$516K
CWM
40
Centurion Wealth Management
Virginia
$514K
P
41
&Partners
Tennessee
$513K
LFAS
42
Level Four Advisory Services
Texas
$474K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$451K
AWS
44
Atria Wealth Solutions
New York
$437K
BKA
45
Brick & Kyle Associates
Pennsylvania
$418K
LCM
46
Landscape Capital Management
New Jersey
$415K
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$374K
IFWM
48
Institute for Wealth Management
Colorado
$360K
PI
49
PFG Investments
New York
$355K
AQR Capital Management
50
AQR Capital Management
Connecticut
$345K