NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

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
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$21.6M
2
Wells Fargo
2
Wells Fargo
California
$25.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7M
4
Invesco
4
Invesco
Georgia
$2.43M
5
LPL Financial
5
LPL Financial
California
$2.61M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
CA
2
Cornerstone Advisors
North Carolina
$476K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.76M
4
AF
4
Allworth Financial
California
$4.69M
5
Bank of America
5
Bank of America
North Carolina
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$25.1M 1,080,016 +93,884 +10%
AAM
2
Advisors Asset Management
Colorado
$21.6M 930,112 +136,942 +17%
GC
3
Guggenheim Capital
Illinois
$12.1M 519,079 +1,378 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$11.5M 495,319 -27,210 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.6M 454,682 +7,868 +2%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$8.82M 379,656 +2,582 +0.7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7M 301,240 +37,138 +14%
Bank of America
8
Bank of America
North Carolina
$5.47M 235,247 -67,327 -22%
RJA
9
Raymond James & Associates
Florida
$5.19M 223,180 -17,443 -7%
SDWIA
10
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.98M 214,085 +5,086 +2%
UBS Group
11
UBS Group
Switzerland
$4.94M 212,657 +714 +0.3%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$4.76M 204,978 -93,846 -31%
AF
13
Allworth Financial
California
$4.69M 206,000 -79,033 -28%
LPL Financial
14
LPL Financial
California
$2.61M 112,518 +21,014 +23%
Invesco
15
Invesco
Georgia
$2.43M 104,758 +30,202 +41%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.31M 99,360 +5,288 +6%
BRWA
17
B. Riley Wealth Advisors
Florida
$1.88M 80,866 +6,128 +8%
SA
18
Sanctuary Advisors
Indiana
$1.77M 80,888 +80,888 New
Ameriprise
19
Ameriprise
Minnesota
$1.68M 72,071 -995 -1%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.54M 66,370 -11,745 -15%
CIA
21
Capital Investment Advisors
Georgia
$1.53M 65,688 +1,000 +2%
OC
22
OxenFree Capital
Florida
$1.5M 64,572 +4,646 +8%
GEM
23
Global Endowment Management
North Carolina
$1.39M 60,000 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$1.39M 59,685 -66,017 -53%
LCM
25
Landscape Capital Management
New Jersey
$936K 40,285 -35,031 -47%
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