NIE

Virtus Equity & Convertible Income Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$23.1M
AAM
2
Advisors Asset Management
Colorado
$22.3M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.4M
Morgan Stanley
4
Morgan Stanley
New York
$12.3M
Raymond James Financial
5
Raymond James Financial
Florida
$10.5M
GC
6
Guggenheim Capital
Illinois
$10M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$8.32M
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.57M
UBS Group
9
UBS Group
Switzerland
$3.99M
LPL Financial
10
LPL Financial
California
$3.93M
Bank of America
11
Bank of America
North Carolina
$3.01M
Invesco
12
Invesco
Georgia
$2.88M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.01M
Osaic Holdings
14
Osaic Holdings
Arizona
$1.67M
OC
15
OxenFree Capital
Florida
$1.41M
SFS
16
Shaker Financial Services
Virginia
$1.41M
CIA
17
Capital Investment Advisors
Georgia
$1.34M
GEM
18
Global Endowment Management
North Carolina
$1.33M
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.19M
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.17M
KAS
21
Kestra Advisory Services
Texas
$886K
KFGK
22
Keystone Financial Group (Kentucky)
Kentucky
$880K
AF
23
Allworth Financial
California
$784K
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$766K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$711K