ZTR

Virtus Total Return Fund

85 hedge funds and large institutions have $142M invested in Virtus Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
34
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$106K +$18.8K +3,399 +22%
CA
52
CoreCap Advisors
Michigan
$79.7K
Jane Street
53
Jane Street
New York
$77.5K +$19.2K +3,483 +33%
CIA
54
Choate Investment Advisors
Massachusetts
$67.9K
DA
55
Doliver Advisors
Texas
$67.9K -$50.9K -9,233 -43%
MWM
56
Mascoma Wealth Management
New Hampshire
$65.6K
MML Investors Services
57
MML Investors Services
Massachusetts
$65K +$65K +11,795 New
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$61.6K +$17.7K +3,213 +40%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$60K +$2.05K +372 +4%
Creative Planning
60
Creative Planning
Kansas
$58K +$58K +10,523 New
Walleye Capital
61
Walleye Capital
New York
$55.9K -$634K -115,143 -92%
SBIA
62
Sheaff Brock Investment Advisors
Indiana
$55.1K -$101K -18,314 -65%
ASN
63
Advisory Services Network
Georgia
$53.8K -$4.45K -807 -8%
NS
64
NBC Securities
Alabama
$53K +$262 +48 +0.5%
Bank of America
65
Bank of America
North Carolina
$46.6K -$44.4K -8,051 -49%
PFBT
66
Parkside Financial Bank & Trust
Missouri
$17.1K -$18K -3,262 -51%
HCP
67
Hexagon Capital Partners
Arkansas
$16.8K +$242 +44 +1%
GRP
68
Global Retirement Partners
California
$15.2K -$167 -31 -1%
UB
69
UMB Bank
Missouri
$12.1K
GWM
70
Geneos Wealth Management
Colorado
$6.31K
SIS
71
Sound Income Strategies
Florida
$5.21K
CFD
72
Creative Financial Designs
Indiana
$4.92K
TJHA
73
Thomas J. Herzfeld Advisors
Florida
$4.62K -$7.22K -1,310 -61%
LA
74
LM Advisors
California
$3.17K +$3.17K +575 New
EWM
75
Evermay Wealth Management
Virginia
$3.01K