ZTR

Virtus Total Return Fund

87 hedge funds and large institutions have $94.6M invested in Virtus Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
Raymond James Financial
26
Raymond James Financial
Florida
$723K
ATS
27
Ashton Thomas Securities
New York
$651K
Walleye Capital
28
Walleye Capital
New York
$459K
AC
29
Almitas Capital
California
$449K
Invesco
30
Invesco
Georgia
$444K
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$327K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$314K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$311K
BHPW
34
Beverly Hills Private Wealth
California
$298K
SCM
35
Saba Capital Management
New York
$297K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$292K
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$282K
HighTower Advisors
38
HighTower Advisors
Illinois
$200K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$192K
KAS
40
Kestra Advisory Services
Texas
$191K
Citadel Advisors
41
Citadel Advisors
Florida
$187K
DWM
42
Dakota Wealth Management
Florida
$177K
SWA
43
Stratos Wealth Advisors
Ohio
$147K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$138K
MML Investors Services
45
MML Investors Services
Massachusetts
$135K
TA
46
Tactive Advisors
Florida
$131K
Nomura Holdings
47
Nomura Holdings
Japan
$127K
SDAM
48
Shulman DeMeo Asset Management
New York
$118K
GP
49
Gridiron Partners
Pennsylvania
$116K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$112K