ZTR
Virtus Total Return Fund
ZTR
ZTR
29 hedge funds and large institutions have $9.55M invested in Virtus Total Return Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
OC
Oppenheimer & Co
New York
|
+$326K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$299K |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$137K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$131K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$69.3K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$994K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$982K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$660K |
| 4 |
Millennium Management
New York
|
-$629K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$318K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1IA
26
1834 Investment Advisors
Milwaukee,
Wisconsin
| $11K | -$11K | – | – |
|
|
DA
27
Doliver Advisors
Houston,
Texas
| – | -$982K | -89,390 | Closed |
|
|
28
Millennium Management
New York
| – | -$629K | -57,237 | Closed |
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$186K | -16,926 | Closed |
|
30
Invesco
Atlanta,
Georgia
| – | -$141K | -12,799 | Closed |
|
31
MML Investors Services
Springfield,
Massachusetts
| – | -$119K | -10,831 | Closed |
|
32
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$118K | -10,732 | Closed |
|
|
SWP
33
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$42K | -3,800 | Closed |
|
|
WAM
34
Wolverine Asset Management
Chicago,
Illinois
| – | -$28K | -2,604 | Closed |
|
|
APP
35
Avantax Planning Partners
Dubuque,
Iowa
| – | -$14K | -1,239 | Closed |
|
36
JPMorgan Chase & Co
New York
| – | -$11K | -960 | Closed |
|
|
TFA
37
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$9K | -761 | Closed |
|
38
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -328 | Closed |
|