ZTR

Virtus Total Return Fund
ZTR

Overview Fund Activity

88 hedge funds and large institutions have $88.1M invested in Virtus Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
21
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
CF Capital
Massachusetts
+$2.83M
2
WAM
Wolverine Asset Management
Illinois
+$1.88M
3
RAM
Readystate Asset Management
Illinois
+$777K
4
JWCA
J.W. Cole Advisors
Florida
+$739K
5
GC
Guggenheim Capital
Illinois
+$718K

Top Sellers

1
PCM
Penserra Capital Management
California
-$6.29M
2
MP
Mangrove Partners
Connecticut
-$4.94M
3
SIA
Sit Investment Associates
Minnesota
-$4.18M
4
SCM
Saba Capital Management
New York
-$3.57M
5
KIM
Karpus Investment Management
New York
-$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDAM
51
Shulman DeMeo Asset Management
New York
$114K -$1.16K -195 -1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$106K -$18.6K -3,113 -15%
AAS
53
Ameritas Advisory Services
Nebraska
$106K – – –
ACM
54
AlphaStar Capital Management
North Carolina
$104K – – –
PPW
55
Pasadena Private Wealth
California
$86.1K +$86.1K +14,428 New
CA
56
CoreCap Advisors
Michigan
$81.9K – – –
UBS Group
57
UBS Group
Switzerland
$76.8K -$14K -2,353 -15%
IA
58
Integrity Alliance
Iowa
$75.6K +$75.6K +12,662 New
DA
59
Doliver Advisors
Texas
$73.2K +$227 +38 +0.3%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$73K – – –
XT
61
XTX Topco
Cayman Islands
$71.3K +$71.3K +11,947 New
MWM
62
Mascoma Wealth Management
New Hampshire
$71K – – –
Mariner
63
Mariner
Kansas
$66K -$31K -5,199 -32%
CIA
64
Concurrent Investment Advisors
Florida
$60.8K +$60.8K +10,192 New
HighTower Advisors
65
HighTower Advisors
Illinois
$60.8K – – –
OPTFSNA
66
Old Point Trust & Financial Services N A
Virginia
$47.8K +$47.8K +8,000 New
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$44.3K – – –
GWM
68
Geneos Wealth Management
Colorado
$42.8K +$12.5K +1,145 +41%
IA
69
IFP Advisors
Florida
$29.8K – – –
NS
70
NBC Securities
Alabama
$26K +$26K +4,410 +73,500%
US Bancorp
71
US Bancorp
Minnesota
$13.4K -$4.18K -700 -24%
HCP
72
Hexagon Capital Partners
Arkansas
$10.3K +$257 +43 +3%
SIS
73
Sound Income Strategies
Florida
$5.64K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
EC
75
Elequin Capital
New York
$4.59K -$1.4K -235 -23%
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