ZTR

Virtus Total Return Fund
ZTR

Overview Fund Activity

87 hedge funds and large institutions have $94.6M invested in Virtus Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
30
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.35M
2
WAM
Wolverine Asset Management
Illinois
+$926K
3
PAG
Private Advisor Group
New Jersey
+$884K
4
BI
Bulldog Investors
New Jersey
+$731K
5
ATS
Ashton Thomas Securities
New York
+$651K

Top Sellers

1
AIA
Absolute Investment Advisers
Florida
-$1.39M
2
SIA
Sit Investment Associates
Minnesota
-$881K
3
MP
Mangrove Partners
Connecticut
-$682K
4
AA
AQR Arbitrage
Connecticut
-$524K
5
JWCA
J.W. Cole Advisors
Florida
-$220K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$723K -$14.4K -2,304 -2%
ATS
27
Ashton Thomas Securities
New York
$651K +$651K +104,500 New
Walleye Capital
28
Walleye Capital
New York
$459K +$211K +33,844 +85%
AC
29
Almitas Capital
California
$449K +$168K +27,025 +60%
Invesco
30
Invesco
Georgia
$444K +$190K +30,517 +75%
BBPWM
31
Blue Bell Private Wealth Management
Pennsylvania
$327K +$18.1K +2,900 +6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$314K -$39.7K -6,371 -11%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$311K +$11.1K +1,784 +4%
BHPW
34
Beverly Hills Private Wealth
California
$298K +$6.02K +966 +2%
SCM
35
Saba Capital Management
New York
$297K +$297K +47,645 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$292K +$5.64K +905 +2%
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$282K +$1.78K +285 +0.6%
HighTower Advisors
38
HighTower Advisors
Illinois
$200K +$137K +21,960 +216%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$192K -$174K -27,980 -48%
KAS
40
Kestra Advisory Services
Texas
$191K -$9.79K -1,571 -5%
Citadel Advisors
41
Citadel Advisors
Florida
$187K +$187K +29,979 New
DWM
42
Dakota Wealth Management
Florida
$177K – – –
SWA
43
Stratos Wealth Advisors
Ohio
$147K +$3.58K +574 +2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$138K -$13.6K -2,182 -9%
MML Investors Services
45
MML Investors Services
Massachusetts
$135K +$9.91K +1,593 +8%
TA
46
Tactive Advisors
Florida
$131K +$131K +21,018 New
Nomura Holdings
47
Nomura Holdings
Japan
$127K – – –
SDAM
48
Shulman DeMeo Asset Management
New York
$118K -$349 -56 -0.3%
GP
49
Gridiron Partners
Pennsylvania
$116K -$8.45K -1,356 -7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$112K +$2K +322 +2%
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