Virtus Diversified Income & Convertible Fund
ACV- Exchange
- NYSE
- SEC CIK
- 0001636289
In the last 90 days, Virtus Diversified Income & Convertible Fund insiders filed 1 open-market purchase and 1 sale; 40 institutions reported holding it in 13F filings for Q2 2026, worth $62.8M in total; no superinvestor holds it.
Q1 2022 vs. Q4 2021
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 40 | 36 | −4 |
| Shares | 2.22M | 1.49M | −723.6K (−32.6%) |
| Value | $71.5M | $38.0M | −$33.5M (−46.8%) |
New holders (4)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 12,211 | $311.0K | 0.01% |
| Wolverine Asset Management LLC | 7,170 | $182.0K | 0.00% |
| FNY Investment Advisers, LLC | 900 | $22.0K | 0.02% |
| Tower Research Capital LLC (TRC) | 200 | $5.00K | 0.00% |
Sold out (8)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Advisors Asset Management, Inc. | 640,817 | $20.7M |
| Cohen & Steers, Inc. | 23,402 | $755.0K |
| Envestnet Asset Management Inc | 11,942 | $385.0K |
| Thompson Davis & Co., Inc. | 9,500 | $306.0K |
| TAP Consulting, LLC | 5,335 | $172.0K |
| Snowden Capital Advisors LLC | 4,678 | $150.0K |
| Belpointe Asset Management LLC | 3,250 | $105.0K |
| Ahrens Investment Partners LLC | 1,900 | $61.0K |