NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

71 hedge funds and large institutions have $143M invested in Virtus Equity & Convertible Income Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-3
Holders Change %
-4.05%
% 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
26
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$7.15M
2
AAM
2
Advisors Asset Management
Colorado
$11.5M
3
CIA
3
Capital Investment Advisors
Georgia
$899K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.57M
5
CA
5
Cornerstone Advisors
North Carolina
$1.03M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.1M
2
RJA
2
Raymond James & Associates
Florida
$6.58M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.49M
4
PIWA
4
Prevail Innovative Wealth Advisors
Kansas
$0
5
XF
5
XML Financial
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$226K +$226K +11,387 New
GAA
52
Global Assets Advisory
Florida
$219K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$213K +$1.41K +71 +0.7%
DC
54
Davenport & Co
Virginia
$200K -$2.98K -150 -1%
NA
55
NewEdge Advisors
Louisiana
$187K +$3.68K +185 +2%
Comerica Bank
56
Comerica Bank
Texas
$185K +$185K +9,322 New
MA
57
Montag & Associates
Georgia
$106K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$105K – – –
WWM
59
Wolff Wiese Magana
California
$84.5K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$42.2K -$2.21K -111 -5%
VWM
62
Venturi Wealth Management
Texas
$35.2K – – –
CWM
63
Cedar Wealth Management
California
$29.8K – – –
EC
64
Elequin Capital
New York
$27.2K +$27.2K +1,366 New
TFGT
65
TS Financial Group (TSFG)
Illinois
$15K – – –
WIM
66
Westside Investment Management
California
$6.96K – – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$6K – – –
SFCL
68
Strengthening Families & Communities LLC
Massachusetts
$5K +$122 +6 +3%
VAG
69
VisionPoint Advisory Group
Texas
$3.98K – – –
GWM
70
Geneos Wealth Management
Colorado
$2.98K – – –
HCM
71
Hollencrest Capital Management
California
$1.31K – – –
PIWA
72
Prevail Innovative Wealth Advisors
Kansas
– -$306K -14,445 Closed
XF
73
XML Financial
Maryland
– -$246K -11,641 Closed
TC
74
Telemus Capital
Michigan
– -$200K -9,465 Closed
TFP
75
Tilia Fiduciary Partners
North Carolina
– -$97.7K -4,619 Closed
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