ZTR

Virtus Total Return Fund

57 hedge funds and large institutions have $42.4M invested in Virtus Total Return Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 14 closing their positions.

Holders
57
Holders Change
-10
Holders Change %
-14.93%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
12
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
51
Focused Wealth Management
New York
$5K
GEA
52
Glen Eagle Advisors
New Jersey
$3.94K
TC
53
Trust Company
Kansas
$2K
PGWM
54
Parisi Gray Wealth Management
New Jersey
$2K +$2K +207 New
AA
55
Ancora Advisors
Ohio
$1K
RCA
56
Ranch Capital Advisors
Florida
$1K
KFI
57
Key Financial Inc
Pennsylvania
$1K
CCP
58
Clough Capital Partners
Massachusetts
-$1.51M -164,476 Closed
CAS
59
Cascadia Advisory Services
Oregon
-$327K -35,532 Closed
SDAM
60
Shulman DeMeo Asset Management
New York
-$195K -21,183 Closed
RJA
61
Raymond James & Associates
Florida
-$125K -13,595 Closed
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
-$46K -5,010 Closed
IAIM
63
International Assets Investment Management
Florida
-$40K -4,542 Closed
GRP
64
Global Retirement Partners
California
-$39K -4,230 Closed
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
-$33K -3,500 Closed
MA
66
Montag & Associates
Georgia
-$19K -2,078 Closed
BWA
67
BDO Wealth Advisors
Florida
-$12K -1,300 Closed
FF
68
FourThought Financial
Florida
-$7K -831 Closed
SPIA
69
Steward Partners Investment Advisory
New York
-$2.27K -247 Closed
MF
70
Manchester Financial
California
-$1K -151 Closed