ZTR

Virtus Total Return Fund

85 hedge funds and large institutions have $94.4M invested in Virtus Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
30
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWA
76
Physician Wealth Advisors
Utah
$1.38K 222
SIC
77
SJS Investment Consulting
Ohio
$960 154
RIL
78
Rothschild Investment LLC
Illinois
$903 145
MIM
79
MTM Investment Management
South Carolina
$773 124 +124 New
CCC
80
Chelsea Counsel Company
California
$642 103
AA
81
Ancora Advisors
Ohio
$486 78
KFI
82
Key Financial Inc
Pennsylvania
$439 71
JFA
83
JNBA Financial Advisors
Minnesota
$374 60
Fidelity Investments
84
Fidelity Investments
Massachusetts
$50 8 -20 -71%
Citigroup
85
Citigroup
New York
$6 1
SIA
86
Sit Investment Associates
Minnesota
-147,521 Closed
AA
87
AQR Arbitrage
Connecticut
-87,830 Closed
LCM
88
Landscape Capital Management
New Jersey
-36,774 Closed
AWA
89
Arete Wealth Advisors
Illinois
-31,041 Closed
ARC
90
Advisor Resource Council
Texas
-21,211 Closed
IA
91
Integrity Alliance
Iowa
-12,662 Closed
XT
92
XTX Topco
Cayman Islands
-11,947 Closed
IA
93
IFP Advisors
Florida
-5,000 Closed
HCP
94
Hexagon Capital Partners
Arkansas
-1,725 Closed
EC
95
Elequin Capital
New York
-769 Closed
SFG
96
Stonebridge Financial Group
Pennsylvania
-62 Closed