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 %
TFGT
76
TS Financial Group (TSFG)
Illinois
$18K – – –
PS
77
Principal Securities
Iowa
$11.4K +$8.96K +375 +368%
WIM
78
Westside Investment Management
California
$8.37K – – –
NC
79
North Capital
Utah
$6.79K – – –
HWP
80
Highline Wealth Partners
California
$5.28K +$5.28K +221 New
GC
81
Garde Capital
Washington
$4.78K +$4.78K +200 New
SFCL
82
Strengthening Families & Communities LLC
Massachusetts
$4.2K +$95 +4 +2%
VNA
83
Valley National Advisers
Pennsylvania
$3K +$3K +166 New
HCM
84
Hollencrest Capital Management
California
$1.58K – – –
Fidelity Investments
85
Fidelity Investments
Massachusetts
$287 +$263 +11 +1,100%
CAM
86
Creekmur Asset Management
Illinois
$54 – – –
GEM
87
Global Endowment Management
North Carolina
– -$1.33M -60,000 Closed
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
– -$43.4K -1,961 Closed
CCM
89
Coldstream Capital Management
Washington
– -$42.7K -1,928 Closed
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