ZTR

Virtus Total Return Fund

56 hedge funds and large institutions have $41.9M invested in Virtus Total Return Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
15
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$150K -$19K -2,003 -11%
CA
27
CoreCap Advisors
Michigan
$143K +$143K +15,038 New
RJA
28
Raymond James & Associates
Florida
$134K +$14K +1,479 +12%
DA
29
Doliver Advisors
Texas
$133K
CIA
30
Choate Investment Advisors
Massachusetts
$117K
MWM
31
Mascoma Wealth Management
New Hampshire
$113K
CFGS
32
Concourse Financial Group Securities
Alabama
$109K +$76.4K +8,060 +234%
SWP
33
Stratos Wealth Partners
Ohio
$101K +$101K +10,661 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$100K
ASN
35
Advisory Services Network
Georgia
$97K -$3.07K -323 -3%
WAM
36
Wolverine Asset Management
Illinois
$66K +$66K +7,038 New
GWM
37
Geneos Wealth Management
Colorado
$37K
HCP
38
Hexagon Capital Partners
Arkansas
$26K
UB
39
UMB Bank
Missouri
$21K +$21K +2,190 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$19K
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$16K +$404 +43 +3%
S
42
SignatureFD
Georgia
$14K
SWM
43
Spire Wealth Management
Virginia
$13K +$4.24K +450 +48%
1IA
44
1834 Investment Advisors
Wisconsin
$9K
SWM
45
Selective Wealth Management
Virginia
$9K +$7.42K +824 +468%
CFD
46
Creative Financial Designs
Indiana
$8K
FWM
47
Focused Wealth Management
New York
$5K
APA
48
American Portfolios Advisors
New York
$4.93K
WFS
49
Widmann Financial Services
Maryland
$4K +$4K +477 New
GEA
50
Glen Eagle Advisors
New Jersey
$3.85K