ZTR

Virtus Total Return Fund

92 hedge funds and large institutions have $70.1M invested in Virtus Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
51
Bay Colony Advisors
Massachusetts
$90K
TA
52
Tactive Advisors
Florida
$89.3K
GP
53
Gridiron Partners
Pennsylvania
$81.3K
DA
54
Doliver Advisors
Texas
$81.1K
CIA
55
Concurrent Investment Advisors
Florida
$79.8K
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$79.1K
MWM
57
Mascoma Wealth Management
New Hampshire
$78.8K
DWM
58
Dakota Wealth Management
Florida
$78.1K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$73K
VF
60
Virtu Financial
New York
$71K
B
61
Bayban
Minnesota
$68.4K
BRWA
62
B. Riley Wealth Advisors
Florida
$68.3K
OPTFSNA
63
Old Point Trust & Financial Services N A
Virginia
$53K
UBS Group
64
UBS Group
Switzerland
$40K
MCA
65
McGuire Capital Advisors
Oklahoma
$19.8K
NS
66
NBC Securities
Alabama
$18.8K
US Bancorp
67
US Bancorp
Minnesota
$14.8K
GWM
68
Geneos Wealth Management
Colorado
$7.58K
NRG
69
Nemes Rush Group
Michigan
$6.88K
SIS
70
Sound Income Strategies
Florida
$6.38K
APW
71
Aventura Private Wealth
Florida
$5.97K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$5.26K
HI
73
Harbour Investments
Wisconsin
$4.33K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$3.44K
TSMHT
75
Thurston Springer Miller Herd & Titak
Indiana
$3.43K