Virtus Diversified Income & Convertible Fund
ACV • XNYS
Virtus Diversified Income & Convertible Fund is a publicly traded company on XNYS. As of Q3 2025, 35 institutional investors hold shares in this company, with total holdings valued at $47.2M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $11.6M.
Overview
Overview of institutional ownership in ACV as of Q3 2025
All Institutions
- Institutions
- 35
- Value Held
- $47.2M
- Shares Held
- 2.0M
- Avg Position
- $1.3M
- Median Position
- $315.8K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $1.1M
- Shares Held
- 45.4K
- Avg Position
- $546.8K
- Median Position
- $546.8K
Biggest Investors
Institutions with the largest positions in ACV as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $11.6M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $7.3M 0.05% of portfolio |
L LPL Financial LLC Institution | $7.1M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $4.7M 0.08% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.4M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $2.3M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.7M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.4M 0.00% of portfolio |
 WORLD EQUITY GROUP, INC. RIA/Wealth | $644.5K 0.15% of portfolio |
 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | $625.1K 0.04% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ACV in Q3 2025
- Traded
- +$286.1K
- Buyers
- 17
- Sellers
- 11
- Total Bought
- +$3.0M
- Total Sold
- −$2.7M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$468.5K +19.4K shares |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | +$405.5K +16.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$314.8K +13.1K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$294.8K +12.2K shares |
 Relyea Zuckerberg Hanson LLC RIA/Wealth | +$290.4K +12.1K shares |
 OPPENHEIMER & CO INC RIA/Wealth | +$281.2K +11.7K shares |
D DAVIDSON D A & CO Institution | +$255.8K +10.6K shares |
 Pensionmark Financial Group, LLC Pension/Endowment | +$228.1K +9.5K shares |
C Cornerstone Advisors, LLC Institution | +$178.3K +7.4K shares |
 Apollon Wealth Management, LLC RIA/Wealth | +$74.8K +3.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WELLS FARGO & COMPANY/MN Institution | −$1.1M −45.6K shares |
Advisors Asset Management, Inc. ETF Provider | −$853.3K −35.4K shares |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | −$244.5K −10.7K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | −$187.8K −7.8K shares |
 UBS Group AG Institution | −$134.0K −5.6K shares |
A Advisor Group Holdings, Inc. Institution | −$117.3K −5.1K shares |
MORGAN STANLEY RIA/Wealth | −$32.8K −1.4K shares |
G Gilliland Jeter Wealth Management LLC RIA/Wealth | −$5.0K −208.0 shares |
 Invesco Ltd. ETF Provider | −$2.8K −116.0 shares |
 Goss Wealth Management LLC RIA/Wealth | −$168.7 −7.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ACV in Q3 2025
- New Positions
- 6
- New Value
- $1.3M
- Exited Positions
- 2
- Exited Value
- $244.5K
New Positions
| Institution | Position Value |
|---|---|
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | $405.5K 16.8K shares |
Relyea Zuckerberg Hanson LLC RIA/Wealth | $290.4K 12.1K shares |
OPPENHEIMER & CO INC RIA/Wealth | $281.2K 11.7K shares |
Pensionmark Financial Group, LLC Pension/Endowment | $228.1K 9.5K shares |
 Farther Finance Advisors, LLC RIA/Wealth | $47.6K 2.0K shares |
 Wood Tarver Financial Group, LLC RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Hennion & Walsh Asset Management, Inc. RIA/Wealth | $244.5K 10.7K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | - 205.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in ACV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ACV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
G Gilliland Jeter Wealth Management LLC RIA/Wealth | 0.18% $588.0K |
 MCDONALD PARTNERS LLC RIA/Wealth | 0.18% $595.3K |
WORLD EQUITY GROUP, INC. RIA/Wealth | 0.15% $644.5K |
Advisors Asset Management, Inc. ETF Provider | 0.08% $4.7M |
G GUGGENHEIM CAPITAL LLC Institution | 0.05% $7.3M |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | 0.04% $625.1K |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.03% $468.5K |
Relyea Zuckerberg Hanson LLC RIA/Wealth | 0.03% $290.4K |
 National Asset Management, Inc. RIA/Wealth | 0.03% $591.3K |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | 0.01% $405.5K |
Hedge Fund Spotlight
Discover hedge funds investing in ACV
WOLVERINE ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerChristopher Lazarus Gust
- Portfolio Value
- $1.5B
- Positions
- 859
- Last Reported
- Q3 2025
Sector Allocation
Position in Virtus Diversified Income & Convertible Fund
- Market Value
- $468.5K
- Shares Held
- 19.4K
- Portfolio Weight
- 0.03%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $56.2M | 3.82% | |
ETF ETF | $36.0M | 2.45% | |
Unknown Unknown | $26.9M | 1.83% |
