ZTR

Virtus Total Return Fund
ZTR

Overview Fund Activity

60 hedge funds and large institutions have $45.8M invested in Virtus Total Return Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+26
Holders Change %
+76.47%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
18
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.1M
2
AAM
2
Advisors Asset Management
Colorado
$7.55M
3
GC
3
Guggenheim Capital
Illinois
$3.55M
4
LPL Financial
4
LPL Financial
California
$2.84M
5
CF
5
Centaurus Financial
California
$6.17M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$546K
2
Wells Fargo
2
Wells Fargo
California
$405K
3
SWM
3
SeaCrest Wealth Management
New York
$0
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$231K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Steph & Co
Wisconsin
$5K +$5K +470 New
GEA
52
Glen Eagle Advisors
New Jersey
$4.63K +$4.63K +406 New
BBHC
53
Brown Brothers Harriman & Co
New York
$4K +$4K +365 New
MF
54
Manchester Financial
California
$2K +$2K +151 New
FMP
55
Financial Management Professionals
Texas
$2K +$2K +172 New
TC
56
Trust Company
Kansas
$2K +$2K +208 New
AA
57
Ancora Advisors
Ohio
$1K +$1K +121 New
RCA
58
Ranch Capital Advisors
Florida
$1K +$1K +122 New
SWM
59
SeaCrest Wealth Management
New York
– -$249K -22,559 Closed
QCIG
60
Quad-Cities Investment Group
Iowa
– -$13K -1,263 Closed
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