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 2025 vs. Q4 2024
How the institutions holding Virtus Diversified Income & Convertible Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 31 | 29 | −2 |
| Shares | 2.09M | 1.95M | −140.2K (−6.7%) |
| Value | $46.0M | $39.1M | −$6.89M (−15.0%) |
New holders (3)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Invesco Ltd. | 10,247 | $204.9K | 0.00% |
| Elequin Capital LP | 1,871 | $37.4K | 0.01% |
| FMR LLC | 1 | $20 | 0.00% |
Sold out (5)
Institutions that held Virtus Diversified Income & Convertible Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Raleigh Capital Management Inc. | 3,346 | $73.4K |
| Montag A & Associates Inc | 1,066 | $23.4K |
| Synergy Financial Management, LLC | 421 | $9.04K |
| Cornerstone Advisors, LLC | 352 | $7.73K |
| WPG Advisers, LLC | 70 | $1.54K |