ZTR

Virtus Total Return Fund

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

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

43% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 37

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
88
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$725K
Raymond James Financial
27
Raymond James Financial
Florida
$706K
AA
28
AQR Arbitrage
Connecticut
$524K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$351K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$339K
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$296K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$287K
Millennium Management
33
Millennium Management
New York
$281K
BHPW
34
Beverly Hills Private Wealth
California
$280K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$274K
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$269K
AC
37
Almitas Capital
California
$269K
Invesco
38
Invesco
Georgia
$243K
Walleye Capital
39
Walleye Capital
New York
$237K
LCM
40
Landscape Capital Management
New Jersey
$220K
KAS
41
Kestra Advisory Services
Texas
$192K
AWA
42
Arete Wealth Advisors
Illinois
$185K
DWM
43
Dakota Wealth Management
Florida
$169K
Osaic Holdings
44
Osaic Holdings
Arizona
$157K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$145K
SWA
46
Stratos Wealth Advisors
Ohio
$138K
ARC
47
Advisor Resource Council
Texas
$127K
Nomura Holdings
48
Nomura Holdings
Japan
$121K
MML Investors Services
49
MML Investors Services
Massachusetts
$120K
GP
50
Gridiron Partners
Pennsylvania
$120K