ZTR

Virtus Total Return Fund

72 hedge funds and large institutions have $117M invested in Virtus Total Return Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
26
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
51
Parkside Financial Bank & Trust
Missouri
$37.3K +$1.42K +233 +4%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$30K
HCP
53
Hexagon Capital Partners
Arkansas
$17.9K +$328 +54 +2%
GRP
54
Global Retirement Partners
California
$17.4K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$13.9K
UB
56
UMB Bank
Missouri
$13.3K
TJHA
57
Thomas J. Herzfeld Advisors
Florida
$12.6K +$474 +78 +4%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$12.2K +$12.2K +2,000 New
GWM
59
Geneos Wealth Management
Colorado
$6.96K +$6.96K +1,145 New
SIS
60
Sound Income Strategies
Florida
$5.75K
CFD
61
Creative Financial Designs
Indiana
$5.42K
EWM
62
Evermay Wealth Management
Virginia
$3.33K
FWM
63
Focused Wealth Management
New York
$3.12K
SWM
64
Spire Wealth Management
Virginia
$2.74K
GEA
65
Glen Eagle Advisors
New Jersey
$2.47K
VAG
66
VisionPoint Advisory Group
Texas
$2.35K +$2.35K +386 New
KFI
67
Key Financial Inc
Pennsylvania
$857
JFA
68
JNBA Financial Advisors
Minnesota
$730
AA
69
Ancora Advisors
Ohio
$711
WP
70
WealthPLAN Partners
Nebraska
$176
Deutsche Bank
71
Deutsche Bank
Germany
$12
Citigroup
72
Citigroup
New York
$6
RJFSA
73
Raymond James Financial Services Advisors
Florida
-$159K -24,507 Closed
Walleye Capital
74
Walleye Capital
New York
-$127K -19,644 Closed
CA
75
Calton & Associates
Florida
-$121K -18,750 Closed