NIE

Virtus Equity & Convertible Income Fund

72 hedge funds and large institutions have $118M invested in Virtus Equity & Convertible Income Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
22
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$128K +$128K +14,427 New
BAM
52
Belpointe Asset Management
Nevada
$123K
MA
53
Montag & Associates
Georgia
$96.9K
TFP
54
Tilia Fiduciary Partners
North Carolina
$84.2K
WWM
55
Wolff Wiese Magana
California
$77.4K
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$68.3K -$21.1K -1,160 -24%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$67.3K
EC
58
Elequin Capital
New York
$61.2K +$61.2K +3,357 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$43K +$27.1K +1,500 +170%
SWM
60
Spire Wealth Management
Virginia
$36K
IGWM
61
ICA Group Wealth Management
Colorado
$27.3K +$27.3K +1,500 New
CWM
62
Cedar Wealth Management
California
$27.3K
TFGT
63
TS Financial Group (TSFG)
Illinois
$14K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$9K -$8.97K -531 -50%
PFA
65
Pathway Financial Advisers
Indiana
$7.73K +$7.73K +424 New
SFCL
66
Strengthening Families & Communities LLC
Massachusetts
$7K +$177 +10 +3%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$5K -$53 -3 -1%
GWM
68
Geneos Wealth Management
Colorado
$2.74K
HCM
69
Hollencrest Capital Management
California
$1.2K +$1.2K +66 New
IA
70
IFP Advisors
Florida
$1K -$1.14K -8 -53%
EWA
71
EverSource Wealth Advisors
Alabama
$219
WIM
72
Westside Investment Management
California
$6
SFS
73
Shaker Financial Services
Virginia
-$2.02M -99,230 Closed
PFS
74
Prospera Financial Services
Texas
-$669K -32,908 Closed
CA
75
Cornerstone Advisors
North Carolina
-$487K -24,000 Closed