ZTR

Virtus Total Return Fund
ZTR

Overview Fund Activity

88 hedge funds and large institutions have $88.1M invested in Virtus Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
21
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
CF Capital
Massachusetts
+$2.83M
2
WAM
Wolverine Asset Management
Illinois
+$1.88M
3
RAM
Readystate Asset Management
Illinois
+$777K
4
JWCA
J.W. Cole Advisors
Florida
+$739K
5
GC
Guggenheim Capital
Illinois
+$718K

Top Sellers

1
PCM
Penserra Capital Management
California
-$6.29M
2
MP
Mangrove Partners
Connecticut
-$4.94M
3
SIA
Sit Investment Associates
Minnesota
-$4.18M
4
SCM
Saba Capital Management
New York
-$3.57M
5
KIM
Karpus Investment Management
New York
-$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$725K +$228K +38,127 +46%
Raymond James Financial
27
Raymond James Financial
Florida
$706K -$196K -32,854 -22%
AA
28
AQR Arbitrage
Connecticut
$524K -$1.3M -217,727 -71%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$351K -$149K -24,956 -30%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$339K +$925 +155 +0.3%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$296K -$368K -61,686 -55%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$287K -$16K -2,684 -5%
Millennium Management
33
Millennium Management
New York
$281K +$117K +19,660 +72%
BHPW
34
Beverly Hills Private Wealth
California
$280K +$280K +46,938 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$274K +$3.94K +661 +1%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$269K +$29.9K +5,013 +13%
AC
37
Almitas Capital
California
$269K -$2.34M -392,080 -90%
Invesco
38
Invesco
Georgia
$243K +$43K +7,203 +21%
Walleye Capital
39
Walleye Capital
New York
$237K +$237K +39,774 New
LCM
40
Landscape Capital Management
New Jersey
$220K -$280K -46,958 -56%
KAS
41
Kestra Advisory Services
Texas
$192K -$8.41K -1,408 -4%
AWA
42
Arete Wealth Advisors
Illinois
$185K -$61.2K -10,263 -25%
DWM
43
Dakota Wealth Management
Florida
$169K -$12.6K -2,107 -7%
Osaic Holdings
44
Osaic Holdings
Arizona
$157K +$49.3K +8,256 +46%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$145K +$60K +10,056 +70%
SWA
46
Stratos Wealth Advisors
Ohio
$138K +$3.45K +577 +3%
ARC
47
Advisor Resource Council
Texas
$127K +$127K +21,211 New
Nomura Holdings
48
Nomura Holdings
Japan
$121K -$53.3K -8,929 -31%
MML Investors Services
49
MML Investors Services
Massachusetts
$120K +$39.8K +6,667 +50%
GP
50
Gridiron Partners
Pennsylvania
$120K -$21.7K -3,634 -15%
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