NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

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
+10
Holders Change %
+13.16%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$3.69M
2
CA
Cornerstone Advisors
North Carolina
+$2.71M
3
Stifel Financial
Stifel Financial
Missouri
+$1.24M
4
RAM
Readystate Asset Management
Illinois
+$954K
5
SFS
Shaker Financial Services
Virginia
+$906K

Top Sellers

1
GEM
Global Endowment Management
North Carolina
-$1.33M
2
Wells Fargo
Wells Fargo
California
-$784K
3
GC
Guggenheim Capital
Illinois
-$548K
4
GAA
Global Assets Advisory
Florida
-$477K
5
Invesco
Invesco
Georgia
-$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
51
International Assets Investment Management
Florida
$300K -$2.99K -125 -1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$278K +$1.7K +71 +0.6%
WS
53
Wedbush Securities
California
$263K -$6.76K -283 -3%
SCA
54
SMH Capital Advisors
Texas
$252K -$2.39K -100 -0.9%
JIC
55
Joel Isaacson & Co
New York
$239K – – –
GAA
56
Global Assets Advisory
Florida
$238K -$477K -20,000 -67%
Walleye Capital
57
Walleye Capital
New York
$235K +$235K +9,813 New
DC
58
Davenport & Co
Virginia
$231K – – –
DWP
59
Daymark Wealth Partners
Ohio
$231K -$7.17K -300 -3%
DJYG
60
David J. Yvars Group
Florida
$219K +$219K +9,180 New
HA
61
Huntleigh Advisors
Missouri
$219K +$219K +9,151 New
BCA
62
Bay Colony Advisors
Massachusetts
$212K +$212K +8,862 New
Comerica Bank
63
Comerica Bank
Texas
$191K +$1.12K +47 +0.6%
NA
64
NewEdge Advisors
Louisiana
$171K +$5.43K +227 +3%
WWM
65
Wolff Wiese Magana
California
$102K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$71.8K – – –
MCM
67
MAI Capital Management
Ohio
$66.9K +$1.39K +58 +2%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$61.6K -$10.2K -428 -14%
HI
69
Harbour Investments
Wisconsin
$49K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$46K +$168 +7 +0.4%
SWM
71
Spire Wealth Management
Virginia
$39.4K – – –
CA
72
CoreCap Advisors
Michigan
$31.1K – – –
EB
73
Eastern Bank
Massachusetts
$31K – – –
FFWM
74
Future Financial Wealth Management
Ohio
$23.9K – – –
FFA
75
Farther Finance Advisors
California
$22.7K – – –
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3
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