NIE

Virtus Equity & Convertible Income Fund

78 hedge funds and large institutions have $161M invested in Virtus Equity & Convertible Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
-6
Holders Change %
-7.14%
% 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
30
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DC
51
Davenport & Co
Virginia
$230K 9,880
AWS
52
Atria Wealth Solutions
New York
$227K 9,750 -1,100 -10%
SWM
53
Silverlake Wealth Management
Vermont
$216K 9,313
NA
54
NewEdge Advisors
Louisiana
$187K 8,027 -731 -8%
MA
55
Montag & Associates
Georgia
$123K 5,314
WWM
56
Wolff Wiese Magana
California
$98.7K 4,248
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$69.8K 3,004 -3,450 -53%
CAM
58
Creekmur Asset Management
Illinois
$62.7K 2,697 -4,001 -60%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$51.8K 2,231 +1,046 +88%
HI
60
Harbour Investments
Wisconsin
$47.1K 2,027 -1,409 -41%
VWM
61
Venturi Wealth Management
Texas
$41.1K 1,768
SWM
62
Spire Wealth Management
Virginia
$38.3K 1,650 -19,238 -92%
IGWM
63
ICA Group Wealth Management
Colorado
$34.9K 1,500
CWM
64
Cedar Wealth Management
California
$34.1K 1,469
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$31K 1,346 -938 -41%
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$28K 1,204 -296 -20%
LIA
67
Luken Investment Analytics
Tennessee
$27.4K 1,177 +1,177 New
TFGT
68
TS Financial Group (TSFG)
Illinois
$18K 754
BFEC
69
Benjamin F. Edwards & Company
Missouri
$14K 621 +337 +119%
WIM
70
Westside Investment Management
California
$8.13K 350
SFCL
71
Strengthening Families & Communities LLC
Massachusetts
$6K 262 +5 +2%
VAG
72
VisionPoint Advisory Group
Texas
$4.65K 200
GLR
73
Great Lakes Retirement
Ohio
$4.3K 185 +185 New
GWM
74
Geneos Wealth Management
Colorado
$3.49K 150
PS
75
Principal Securities
Iowa
$2.37K 102