ZTR
Virtus Total Return Fund
ZTR
ZTR
72 hedge funds and large institutions have $218M invested in Virtus Total Return Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 14 closing their positions.
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
20
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BRWA
76
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | – | -12,946 | Closed |
|
77
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | – | -12,343 | Closed |
|
|
SLWA
78
San Luis Wealth Advisors
San Luis Obispo,
California
| – | – | -12,307 | Closed |
|
|
BBPWM
79
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | – | -1,500 | Closed |
|
|
SWM
80
Selective Wealth Management
Forest,
Virginia
| – | – | -1,176 | Closed |
|
|
FCFS
81
First Command Financial Services
Fort Worth,
Texas
| – | – | -729 | Closed |
|
|
FCB
82
First Command Bank
Fort Worth,
Texas
| – | – | -729 | Closed |
|
|
FMII
83
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | – | -219 | Closed |
|
|
ZIG
84
Zullo Investment Group
Scranton,
Pennsylvania
| – | – | -140 | Closed |
|
|
TRCT
85
Tower Research Capital (TRC)
New York
| – | – | -23 | Closed |
|
86
Fidelity Investments
Boston,
Massachusetts
| – | – | -3 | Closed |
|
|
CFGS
87
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|