NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

84 hedge funds and large institutions have $168M invested in Virtus Equity & Convertible Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$26.3M
2
KAS
2
Kestra Advisory Services
Texas
$1.04M
3
Wells Fargo
3
Wells Fargo
California
$26.6M
4
LPL Financial
4
LPL Financial
California
$3.55M
5
CIA
5
Concurrent Investment Advisors
Florida
$435K

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$303K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.01M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
AF
4
Allworth Financial
California
$1.33M
5
LCM
5
Landscape Capital Management
New Jersey
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$26.6M 1,078,320 +39,342 +4%
AAM
2
Advisors Asset Management
Colorado
$26.3M 1,065,736 +111,318 +12%
Raymond James Financial
3
Raymond James Financial
Florida
$13.1M 531,897 +531,897 New
Morgan Stanley
4
Morgan Stanley
New York
$12.4M 503,226 +14,778 +3%
GC
5
Guggenheim Capital
Illinois
$12.1M 491,981 +10,789 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12.1M 491,766 +16,777 +4%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$9.26M 375,309 -7,114 -2%
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.45M 220,976 +8,769 +4%
UBS Group
9
UBS Group
Switzerland
$4.76M 193,138 -19,340 -9%
Bank of America
10
Bank of America
North Carolina
$4.19M 169,729 -18,873 -10%
LPL Financial
11
LPL Financial
California
$3.55M 144,020 +26,824 +23%
Invesco
12
Invesco
Georgia
$3.07M 124,581 +8,836 +8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.35M 95,378 -3,304 -3%
SA
14
Sanctuary Advisors
Indiana
$2.03M 81,298 -4,366 -5%
OC
15
OxenFree Capital
Florida
$1.71M 69,396 -784 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.61M 65,343 +3,969 +6%
CIA
17
Capital Investment Advisors
Georgia
$1.57M 63,525 -3,787 -6%
GEM
18
Global Endowment Management
North Carolina
$1.48M 60,000 – –
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.46M 59,069 -4,295 -7%
AF
20
Allworth Financial
California
$1.33M 52,728 -37,398 -41%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.16M 46,937 +985 +2%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$1.11M 45,362 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.07M 43,403 +1,686 +4%
LCM
24
Landscape Capital Management
New Jersey
$1.04M 42,122 -34,447 -45%
KAS
25
Kestra Advisory Services
Texas
$1.04M 42,075 +42,075 New
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