ZTR

Virtus Total Return Fund

87 hedge funds and large institutions have $94.6M 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, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.17%
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
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
76
Hilltop National Bank
Wyoming
$2.77K +$2.77K +445 New
GEA
77
Glen Eagle Advisors
New Jersey
$2.53K
PWA
78
Physician Wealth Advisors
Utah
$1.38K
SIC
79
SJS Investment Consulting
Ohio
$960
RIL
80
Rothschild Investment LLC
Illinois
$903
MIM
81
MTM Investment Management
South Carolina
$773 +$773 +124 New
CCC
82
Chelsea Counsel Company
California
$642
AA
83
Ancora Advisors
Ohio
$486
KFI
84
Key Financial Inc
Pennsylvania
$439
JFA
85
JNBA Financial Advisors
Minnesota
$374
Fidelity Investments
86
Fidelity Investments
Massachusetts
$50 -$125 -20 -71%
Citigroup
87
Citigroup
New York
$6
SIA
88
Sit Investment Associates
Minnesota
-$881K -147,521 Closed
AA
89
AQR Arbitrage
Connecticut
-$524K -87,830 Closed
LCM
90
Landscape Capital Management
New Jersey
-$220K -36,774 Closed
AWA
91
Arete Wealth Advisors
Illinois
-$185K -31,041 Closed
ARC
92
Advisor Resource Council
Texas
-$127K -21,211 Closed
IA
93
Integrity Alliance
Iowa
-$75.6K -12,662 Closed
XT
94
XTX Topco
Cayman Islands
-$71.3K -11,947 Closed
IA
95
IFP Advisors
Florida
-$29.8K -5,000 Closed
HCP
96
Hexagon Capital Partners
Arkansas
-$10.3K -1,725 Closed
EC
97
Elequin Capital
New York
-$4.59K -769 Closed
SFG
98
Stonebridge Financial Group
Pennsylvania
-$370 -62 Closed