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.

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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$24.1M 1,213,651 -41,585 -3%
AAM
2
Advisors Asset Management
Colorado
$11.5M 578,389 +132,872 +30%
GC
3
Guggenheim Capital
Illinois
$9.74M 489,924 +31,859 +7%
Morgan Stanley
4
Morgan Stanley
New York
$9.23M 464,271 -11,002 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.65M 434,939 +7,800 +2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$7.15M 359,295 +359,295 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.1M 356,996 -5,454 -2%
RJA
8
Raymond James & Associates
Florida
$6.58M 330,808 -40,070 -11%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$6.49M 326,333 -27,588 -8%
Bank of America
10
Bank of America
North Carolina
$6.32M 317,808 +26,418 +9%
AF
11
Allworth Financial
California
$6.13M 308,027 -9,730 -3%
UBS Group
12
UBS Group
Switzerland
$4.86M 244,416 +7,316 +3%
SDWIA
13
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.05M 203,465 +5,988 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.57M 179,503 +44,151 +33%
Ameriprise
15
Ameriprise
Minnesota
$1.92M 96,552 +18,074 +23%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.8M 90,470 -312 -0.3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.79M 89,927 +888 +1%
BRWA
18
B. Riley Wealth Advisors
Florida
$1.49M 74,738 -6,083 -8%
LPL Financial
19
LPL Financial
California
$1.3M 65,177 -526 -0.8%
GEM
20
Global Endowment Management
North Carolina
$1.19M 60,000 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.17M 58,867 -2,382 -4%
Invesco
22
Invesco
Georgia
$1.17M 58,593 -9,011 -13%
BKA
23
Brick & Kyle Associates
Pennsylvania
$1.13M 56,877 +138 +0.2%
Cohen & Steers
24
Cohen & Steers
New York
$1.12M 56,127 – –
CA
25
Cornerstone Advisors
North Carolina
$1.03M 51,764 +42,152 +439%
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