ZTR

Virtus Total Return Fund

72 hedge funds and large institutions have $218M invested in Virtus Total Return Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
20
Reduced
17
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$25.1K 3,856 +3,856 New
GRP
52
Global Retirement Partners
California
$18.8K 2,864 +31 +1%
HCP
53
Hexagon Capital Partners
Arkansas
$18.7K 2,848 +48 +2%
UB
54
UMB Bank
Missouri
$14K 2,190
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$13.3K 2,030
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$12.6K 1,921 +70 +4%
CFD
57
Creative Financial Designs
Indiana
$5.84K 892
EWM
58
Evermay Wealth Management
Virginia
$3.58K 547
FWM
59
Focused Wealth Management
New York
$3.36K 513
GEA
60
Glen Eagle Advisors
New Jersey
$2.66K 406
BONH
61
Bank of New Hampshire
New Hampshire
$2K 313
MCC
62
Money Concepts Capital
Florida
$1.97K 300 +300 New
AWM
63
Accurate Wealth Management
Florida
$1.25K 183 +183 New
AA
64
Ancora Advisors
Ohio
$1K 117
BCMLT
65
Beacon Capital Management LLC (Tennessee)
Tennessee
$904 138
KFI
66
Key Financial Inc
Pennsylvania
$878 141
JFA
67
JNBA Financial Advisors
Minnesota
$786 120 +120 New
PAG
68
Private Advisor Group
New Jersey
$659 100,535 +24,350 +32%
AC
69
Almitas Capital
California
$27 4
NA
70
NewEdge Advisors
Louisiana
$20 3,000 +3,000 New
Deutsche Bank
71
Deutsche Bank
Germany
$13 2
Citigroup
72
Citigroup
New York
$7 1
UFM
73
Ursa Fund Management
California
-188,400 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-67,902 Closed
Walleye Capital
75
Walleye Capital
New York
-65,406 Closed