VGI

Virtus Global Multi-Sector Income Fund

29 hedge funds and large institutions have $33.2M invested in Virtus Global Multi-Sector Income Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$14.6M +$1.49M +193,032 +11%
1CP
2
1607 Capital Partners
Virginia
$3.48M -$93.6K -12,100 -3%
SFS
3
Shaker Financial Services
Virginia
$2.42M +$413K +53,387 +21%
Morgan Stanley
4
Morgan Stanley
New York
$1.87M -$69.6K -9,001 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$1.77M +$269K +34,826 +18%
LPL Financial
6
LPL Financial
California
$1.56M +$29.9K +3,867 +2%
CA
7
CoreCap Advisors
Michigan
$1.08M +$77.4K +10,000 +8%
Stifel Financial
8
Stifel Financial
Missouri
$884K +$62.6K +8,092 +8%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$729K
SI
10
Stephens Inc
Arkansas
$661K -$4.26K -550 -0.6%
NA
11
NewEdge Advisors
Louisiana
$596K -$50.3K -6,500 -8%
MC
12
Matisse Capital
Oregon
$552K
Osaic Holdings
13
Osaic Holdings
Arizona
$374K +$87.9K +11,358 +31%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$361K +$6.85K +886 +2%
SWM
15
SeaCrest Wealth Management
New York
$361K -$12.2K -1,575 -3%
KAS
16
Kestra Advisory Services
Texas
$227K -$38.4K -4,965 -14%
Wells Fargo
17
Wells Fargo
California
$223K +$73.7K +9,530 +49%
CA
18
Claro Advisors
Massachusetts
$222K -$24.9K -3,218 -10%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$220K +$65.4K +8,454 +42%
GC
20
Guggenheim Capital
Illinois
$218K -$609K -78,708 -74%
MC
21
Moors & Cabot
Massachusetts
$174K
UBS Group
22
UBS Group
Switzerland
$150K -$81.5K -10,537 -35%
KPWS
23
Kestra Private Wealth Services
Texas
$122K
WAM
24
Worth Asset Management
Texas
$115K +$115K +14,885 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$93K +$13.8K +1,792 +17%