ZTR

Virtus Total Return Fund
ZTR

Overview Fund Activity

68 hedge funds and large institutions have $40.8M invested in Virtus Total Return Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$2.13M
2
CF
2
Centaurus Financial
California
$7.18M
3
Bank of America
3
Bank of America
North Carolina
$743K
4
Millennium Management
4
Millennium Management
New York
$353K
5
Morgan Stanley
5
Morgan Stanley
New York
$12.9M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$4.45M
2
DA
2
Doliver Advisors
Texas
$0
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$341K
5
RJA
5
Raymond James & Associates
Florida
$143K
Name Market Value Shares Shares
Change 		Shares
Change %
1IA
51
1834 Investment Advisors
Wisconsin
$9K 1,000 – –
TIM
52
Tortoise Investment Management
New York
$9K 1,075 – –
CFD
53
Creative Financial Designs
Indiana
$8K 892 – –
GI
54
Gradient Investments
Minnesota
$7K 859 – –
FF
55
FourThought Financial
Florida
$7K 831 +831 New
FWM
56
Focused Wealth Management
New York
$5K 513 – –
TPWA
57
TRUE Private Wealth Advisors
Oregon
$5K 580 – –
APA
58
American Portfolios Advisors
New York
$4.56K 519 – –
GEA
59
Glen Eagle Advisors
New Jersey
$3.57K 406 – –
TRCT
60
Tower Research Capital (TRC)
New York
$2K 200 -19 -9%
TC
61
Trust Company
Kansas
$2K 208 – –
Citigroup
62
Citigroup
New York
$1K 82 -781 -90%
AA
63
Ancora Advisors
Ohio
$1K 121 – –
MF
64
Manchester Financial
California
$1K 151 – –
RCA
65
Ranch Capital Advisors
Florida
$1K 122 – –
KFI
66
Key Financial Inc
Pennsylvania
$1K 141 +141 New
DA
67
Doliver Advisors
Texas
– – -48,565 Closed
WAM
68
Wolverine Asset Management
Illinois
– – -33,928 Closed
JWCA
69
J.W. Cole Advisors
Florida
– – -13,114 Closed
LS
70
Leelyn Smith
Illinois
– – -25 Closed
APWM
71
Atlas Private Wealth Management
New York
$0 53 – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$0 1 +1 New
1 2
3