ZTR

Virtus Total Return Fund

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
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$79.6M 12,148
SIA
2
Sit Investment Associates
Minnesota
$36M 5,495,498 -147,202 -3%
RCM
3
Rivernorth Capital Management
Florida
$26.9M 4,100,163 +1,239,590 +43%
YCM
4
Yakira Capital Management
Connecticut
$16.9M 2,586,626 -485,886 -16%
Morgan Stanley
5
Morgan Stanley
New York
$15.2M 2,326,497 +75,756 +3%
CF
6
Centaurus Financial
California
$6.57M 1,003,100 -5,596 -0.6%
CCP
7
Clough Capital Partners
Massachusetts
$6M 916,237 -98,763 -10%
TL
8
Tradewinds LLC
North Carolina
$4.38M 12,458 +12,458 New
LPL Financial
9
LPL Financial
California
$4.08M 622,554 -12,957 -2%
GC
10
Guggenheim Capital
Illinois
$3.52M 537,589 +42,211 +9%
BI
11
Bulldog Investors
New Jersey
$3.38M 516,115 -8,936 -2%
Nomura Holdings
12
Nomura Holdings
Japan
$3.28M 500,000
CL
13
CSS LLC
Illinois
$3.04M 464,831 +4,831 +1%
WP
14
Woodline Partners
California
$630K 96,113 +96,113 New
LCM
15
Landscape Capital Management
New Jersey
$612K 93,475 +46,411 +99%
SPC
16
Sigma Planning Corp
Michigan
$591K 90,192 -17,337 -16%
WAM
17
Wolverine Asset Management
Illinois
$551K 84,190 +84,190 New
Bank of America
18
Bank of America
North Carolina
$522K 79,653 -904 -1%
DA
19
Doliver Advisors
Texas
$512K 78,153 -10,000 -11%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$437K 66,752 +66,752 New
CAN
21
Cetera Advisor Networks
California
$376K 57,379 -276 -0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$357K 54,413 +3,258 +6%
Citadel Advisors
23
Citadel Advisors
Florida
$345K 52,631 +52,631 New
AAS
24
Ameritas Advisory Services
Nebraska
$345K 52,605 +27,896 +113%
RJA
25
Raymond James & Associates
Florida
$332K 50,657 +10,238 +25%