ZTR

Virtus Total Return Fund

72 hedge funds and large institutions have $218M invested in Virtus Total Return Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
20
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
26
AQR Arbitrage
Connecticut
$280K 42,701 +16,968 +66%
Stifel Financial
27
Stifel Financial
Missouri
$273K 41,688 -4,827 -10%
Osaic Holdings
28
Osaic Holdings
Arizona
$264K 40,320 +1,342 +3%
AMC
29
Asset Management Corp
Illinois
$212K 32,378 +1,164 +4%
UBS Group
30
UBS Group
Switzerland
$187K 28,489 +1,875 +7%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$185K 28,274 +30 +0.1%
EC
32
Elequin Capital
New York
$182K 27,833 +27,833 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$153K 23,451 -2,713 -10%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$150K 22,907 +427 +2%
Mariner
35
Mariner
Kansas
$147K 22,486 +254 +1%
SDAM
36
Shulman DeMeo Asset Management
New York
$134K 20,389 -152 -0.7%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$133K 20,247 -6,352 -24%
EP
38
Eudaimonia Partners
Tennessee
$131K 20,000
HCM
39
Hollencrest Capital Management
California
$104K 15,833 -19,713 -55%
CA
40
CoreCap Advisors
Michigan
$100K 15,303 -9,500 -38%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$100K 15,317 +15,317 New
WAM
42
Weiss Asset Management
Massachusetts
$94K 14,349 +14,349 New
CIA
43
Choate Investment Advisors
Massachusetts
$80.8K 12,329
SFS
44
Shaker Financial Services
Virginia
$78.6K 12,000 +12,000 New
MWM
45
Mascoma Wealth Management
New Hampshire
$77.9K 11,900
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$71K 10,799 +10,799 New
ASN
47
Advisory Services Network
Georgia
$66.8K 10,203
Wells Fargo
48
Wells Fargo
California
$53.8K 8,213 -7,356 -47%
WOSD
49
WFA of San Diego
California
$52.8K 8,066 +8,066 New
PFBT
50
Parkside Financial Bank & Trust
Missouri
$37.3K 5,692 +206 +4%