ZTR

Virtus Total Return Fund

91 hedge funds and large institutions have $116M invested in Virtus Total Return Fund in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
23
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$652K +$262K +44,783 +67%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$491K -$1.47K -250 -0.3%
LCM
28
Landscape Capital Management
New Jersey
$491K -$2.95M -503,303 -86%
PAG
29
Private Advisor Group
New Jersey
$488K +$2.27K +387 +0.5%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$332K -$877K -149,651 -73%
SWM
31
SeaCrest Wealth Management
New York
$316K -$31.6K -5,395 -9%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$297K +$13.9K +2,375 +5%
JWCA
33
J.W. Cole Advisors
Florida
$272K +$4.28K +730 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$265K +$138K +23,598 +109%
AWA
35
Arete Wealth Advisors
Illinois
$242K +$26.7K +4,565 +12%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$234K -$14.8K -2,533 -6%
GS
37
GWN Securities
Florida
$200K +$200K +33,366 New
KAS
38
Kestra Advisory Services
Texas
$197K +$197K +33,568 New
Invesco
39
Invesco
Georgia
$197K +$197K +33,562 New
DWM
40
Dakota Wealth Management
Florida
$178K
Nomura Holdings
41
Nomura Holdings
Japan
$171K
Truist Financial
42
Truist Financial
North Carolina
$168K +$168K +28,602 New
Millennium Management
43
Millennium Management
New York
$160K -$29.2K -4,979 -15%
GP
44
Gridiron Partners
Pennsylvania
$139K
SWA
45
Stratos Wealth Advisors
Ohio
$132K -$96.7K -16,504 -42%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$122K +$8.78K +1,499 +8%
SDAM
47
Shulman DeMeo Asset Management
New York
$113K
AAS
48
Ameritas Advisory Services
Nebraska
$106K -$28.8K -4,920 -21%
Osaic Holdings
49
Osaic Holdings
Arizona
$105K -$29.1K -4,965 -22%
ACM
50
AlphaStar Capital Management
North Carolina
$102K