ZTR

Virtus Total Return Fund

71 hedge funds and large institutions have $124M invested in Virtus Total Return Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
24
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AMC
26
Asset Management Corp
Illinois
$194K 31,214 +957 +3%
SBIA
27
Sheaff Brock Investment Advisors
Indiana
$176K 28,244 +4,319 +18%
UBS Group
28
UBS Group
Switzerland
$166K 26,614 -16,450 -38%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$166K 26,599 +3,935 +17%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$163K 26,164 +3,103 +13%
AA
31
AQR Arbitrage
Connecticut
$160K 25,733 +25,733 New
CA
32
CoreCap Advisors
Michigan
$155K 24,803 +9,500 +62%
AAS
33
Ameritas Advisory Services
Nebraska
$154K 24,709 +1,160 +5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$140K 22,480 +2,109 +10%
Mariner
35
Mariner
Kansas
$139K 22,232 +22,232 New
SDAM
36
Shulman DeMeo Asset Management
New York
$128K 20,541 -116 -0.6%
EP
37
Eudaimonia Partners
Tennessee
$125K 20,000
Wells Fargo
38
Wells Fargo
California
$97K 15,569 +2,539 +19%
BRWA
39
B. Riley Wealth Advisors
Florida
$81K 12,946 +9 +0.1%
SLWA
40
San Luis Wealth Advisors
California
$77K 12,307 -4,220 -26%
CIA
41
Choate Investment Advisors
Massachusetts
$77K 12,329
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$77K 12,343 +12,343 New
AWA
43
Arete Wealth Advisors
Illinois
$76K 12,148 +12,148 New
MWM
44
Mascoma Wealth Management
New Hampshire
$74K 11,900
ASN
45
Advisory Services Network
Georgia
$64K 10,203
PFBT
46
Parkside Financial Bank & Trust
Missouri
$34K 5,486 +166 +3%
GRP
47
Global Retirement Partners
California
$18K 2,833
HCP
48
Hexagon Capital Partners
Arkansas
$17K 2,800 +38 +1%
UB
49
UMB Bank
Missouri
$14K 2,190
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$13K 2,030