ZTR

Virtus Total Return Fund

67 hedge funds and large institutions have $40.8M invested in Virtus Total Return Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EP
26
Eudaimonia Partners
Tennessee
$147K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$131K +$131K +14,239 New
RJA
28
Raymond James & Associates
Florida
$125K -$24.3K -2,640 -16%
HCM
29
Hollencrest Capital Management
California
$116K +$10.5K +1,144 +10%
CIA
30
Choate Investment Advisors
Massachusetts
$113K
MWM
31
Mascoma Wealth Management
New Hampshire
$108K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$104K -$177K -19,311 -63%
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$103K +$10.1K +1,090 +11%
CWC
34
Carolinas Wealth Consulting
North Carolina
$51K
Citigroup
35
Citigroup
New York
$47K +$46.2K +5,000 +6,098%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$46K +$46K +5,010 New
IAIM
37
International Assets Investment Management
Florida
$40K +$5.03K +571 +14%
GRP
38
Global Retirement Partners
California
$39K
GWM
39
Geneos Wealth Management
Colorado
$39K
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$33K -$9 -1 -0%
CFGS
41
Concourse Financial Group Securities
Alabama
$30K -$1.8K -198 -6%
WP
42
WealthShield Partners
North Carolina
$29K +$29K +3,189 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$19K
MA
44
Montag & Associates
Georgia
$19K
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$15K +$398 +42 +3%
S
46
SignatureFD
Georgia
$13K +$344 +37 +3%
SWM
47
Spire Wealth Management
Virginia
$13K +$13K +1,379 New
BWA
48
BDO Wealth Advisors
Florida
$12K +$12K +1,300 New
SWM
49
Selective Wealth Management
Virginia
$11K
TIM
50
Tortoise Investment Management
New York
$10K