ZTR

Virtus Total Return Fund
ZTR

Overview Fund Activity

63 hedge funds and large institutions have $34.1M invested in Virtus Total Return Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.5M
2
CF
2
Centaurus Financial
California
$5.46M
3
PAG
3
Private Advisor Group
New Jersey
$221K
4
SPC
4
Sigma Planning Corp
Michigan
$1.12M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$325K

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$588K
2
GC
2
Guggenheim Capital
Illinois
$1.41M
3
AAM
3
Advisors Asset Management
Colorado
$4.86M
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
AGM
5
Alpine Global Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$156K -$82.5K -10,051 -35%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$135K -$80.7K -9,890 -37%
EP
28
Eudaimonia Partners
Tennessee
$131K – – –
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$120K +$27.9K +3,400 +30%
AIC
30
Ameritas Investment Company
Nebraska
$115K -$5.75K -700 -5%
Lido Advisors
31
Lido Advisors
California
$102K – – –
CIA
32
Choate Investment Advisors
Massachusetts
$101K – – –
WR
33
Watson Rebecca
$96K – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$96K +$96K +11,704 New
SWP
35
Stratos Wealth Partners
Ohio
$93K – – –
KA
36
Kovack Advisors
Florida
$89K +$1.77K +217 +2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$85K +$148 +18 +0.2%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$83K – – –
CFGS
39
Concourse Financial Group Securities
Alabama
$43K +$861 +104 +2%
GWM
40
Geneos Wealth Management
Colorado
$31K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$17K +$17K +2,030 New
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$12K +$438 +53 +4%
OPS
43
Orion Portfolio Solutions
Nebraska
$10K – – –
SWM
44
Selective Wealth Management
Virginia
$10K – – –
TIM
45
Tortoise Investment Management
New York
$9K – – –
1IA
46
1834 Investment Advisors
Wisconsin
$8K – – –
Citigroup
47
Citigroup
New York
$7K – – –
GI
48
Gradient Investments
Minnesota
$7K – – –
CFD
49
Creative Financial Designs
Indiana
$7K – – –
S
50
SignatureFD
Georgia
$7K +$7K +906 New
1
2
3