NIE

Virtus Equity & Convertible Income Fund

76 hedge funds and large institutions have $146M invested in Virtus Equity & Convertible Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-8
Holders Change %
-9.52%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
51
Davenport & Co
Virginia
$214K
AWS
52
Atria Wealth Solutions
New York
$211K -$5.16K -233 -2%
WAM
53
Wolverine Asset Management
Illinois
$198K +$198K +8,935 New
Comerica Bank
54
Comerica Bank
Texas
$176K +$1.08K +49 +0.6%
NA
55
NewEdge Advisors
Louisiana
$153K +$13.7K +617 +10%
WWM
56
Wolff Wiese Magana
California
$94K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$66.5K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$66.5K +$620 +28 +0.9%
MCM
59
MAI Capital Management
Ohio
$60.7K +$1.33K +60 +2%
HI
60
Harbour Investments
Wisconsin
$45.3K
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$43.4K -$11.7K -528 -21%
CCM
62
Coldstream Capital Management
Washington
$42.7K +$42.7K +1,928 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$42K +$154 +7 +0.4%
SWM
64
Spire Wealth Management
Virginia
$36.5K
CA
65
CoreCap Advisors
Michigan
$28.8K
EB
66
Eastern Bank
Massachusetts
$28.7K +$28.7K +1,298 New
FFWM
67
Future Financial Wealth Management
Ohio
$22.1K
FFA
68
Farther Finance Advisors
California
$21.1K +$21.1K +950 New
TFGT
69
TS Financial Group (TSFG)
Illinois
$17K
WIM
70
Westside Investment Management
California
$7.75K
NC
71
North Capital
Utah
$6.29K +$6.29K +284 New
SFCL
72
Strengthening Families & Communities LLC
Massachusetts
$3.81K +$89 +4 +2%
PS
73
Principal Securities
Iowa
$2.52K
HCM
74
Hollencrest Capital Management
California
$1.46K
CAM
75
Creekmur Asset Management
Illinois
$49 -$61.3K -2,501 -100%