NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

76 hedge funds and large institutions have $146M invested in Virtus Equity & Convertible Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
76
Holders Change
-8
Holders Change %
-9.52%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$12.4M
2
SFS
2
Shaker Financial Services
Virginia
$1.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.3M
4
LPL Financial
4
LPL Financial
California
$3.93M
5
GAA
5
Global Assets Advisory
Florida
$630K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$10.5M
2
AAM
2
Advisors Asset Management
Colorado
$22.3M
3
GC
3
Guggenheim Capital
Illinois
$10M
4
Wells Fargo
4
Wells Fargo
California
$23.1M
5
Bank of America
5
Bank of America
North Carolina
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.1M 1,042,944 -35,376 -3%
AAM
2
Advisors Asset Management
Colorado
$22.3M 1,008,123 -57,613 -5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.4M 559,567 +67,801 +14%
Morgan Stanley
4
Morgan Stanley
New York
$12.3M 557,025 +53,799 +11%
Raymond James Financial
5
Raymond James Financial
Florida
$10.5M 473,122 -58,775 -11%
GC
6
Guggenheim Capital
Illinois
$10M 453,381 -38,600 -8%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$8.32M 376,089 +780 +0.2%
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.57M 206,342 -14,634 -7%
UBS Group
9
UBS Group
Switzerland
$3.99M 180,423 -12,715 -7%
LPL Financial
10
LPL Financial
California
$3.93M 177,417 +33,397 +23%
Bank of America
11
Bank of America
North Carolina
$3.01M 135,918 -33,811 -20%
Invesco
12
Invesco
Georgia
$2.88M 130,103 +5,522 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.01M 90,808 -4,570 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.67M 75,645 +10,302 +16%
OC
15
OxenFree Capital
Florida
$1.41M 69,917 +521 +0.8%
SFS
16
Shaker Financial Services
Virginia
$1.41M 63,582 +63,582 New
CIA
17
Capital Investment Advisors
Georgia
$1.34M 60,762 -2,763 -4%
GEM
18
Global Endowment Management
North Carolina
$1.33M 60,000 – –
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.19M 53,620 -5,449 -9%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.17M 51,640 +6,278 +14%
KAS
21
Kestra Advisory Services
Texas
$886K 40,020 -2,055 -5%
KFGK
22
Keystone Financial Group (Kentucky)
Kentucky
$880K 39,785 -421 -1%
AF
23
Allworth Financial
California
$784K 36,495 -16,233 -31%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$766K 34,609 -104 -0.3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$711K 32,107 -11,296 -26%
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