VEA
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Virtus ETF Advisers’s MidCap Financial Investment MFIC Stock Holding History

Virtus ETF Advisers’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-62,311
Closed -$841K – 639
2024
Q4 		$841K Buy
62,311
+8,063
+15% +$109K 0.34% 151
2024
Q3 		$726K Buy
54,248
+435
+0.8% +$6.14K 0.34% 151
2024
Q2 		$815K Buy
53,813
+8,216
+18% +$126K 0.4% 117
2024
Q1 		$686K Buy
45,597
+9,373
+26% +$133K 0.36% 138
2023
Q4 		$496K Sell
36,224
-14,288
-28% -$190K 0.31% 146
2023
Q3 		$695K Buy
50,512
+18,175
+56% +$243K 0.42% 88
2023
Q2 		$406K Sell
32,337
-7,633
-19% -$89K 0.24% 134
2023
Q1 		$456K Buy
39,970
+4,607
+13% +$55.2K 0.25% 138
2022
Q4 		$403K Sell
35,363
-5,885
-14% -$67.8K 0.21% 186
2022
Q3 		$422K Sell
41,248
-22,363
-35% -$272K 0.17% 224
2022
Q2 		$685K Buy
63,611
+3,474
+6% +$42.5K 0.25% 136
2022
Q1 		$795K Sell
60,137
-847
-1% -$11.2K 0.36% 92
2021
Q4 		$780K Sell
60,984
-3,768
-6% -$49.5K 0.29% 93
2021
Q3 		$840K Buy
64,752
+8,781
+16% +$120K 0.37% 96
2021
Q2 		$764K Buy
55,971
+13,466
+32% +$193K 0.31% 98
2021
Q1 		$583K Sell
42,505
-12,389
-23% -$164K 0.25% 131
2020
Q4 		$583K Sell
54,894
-28,598
-34% -$278K 0.24% 123
2020
Q3 		$690K Sell
83,492
-10,355
-11% -$95.8K 0.36% 107
2020
Q2 		$898K Sell
93,847
-121,582
-56% -$1.1M 0.43% 82
2020
Q1 		$1.45M Sell
215,429
-75,071
-26% -$1.12M 0.6% 50
2019
Q4 		$5.07M Buy
290,500
+18,622
+7% +$307K 0.83% 6
2019
Q3 		$4.38M Buy
271,878
+6,742
+3% +$110K 0.88% 9
2019
Q2 		$4.19M Buy
+265,136
New +$4.17M 0.88% 9

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Virtus ETF Advisers's MFIC Position: Q1 2025 in Review

Virtus ETF Advisers sold out of MidCap Financial Investment (MFIC) in Q1 2025, closing a stake of 62,311 shares — an estimated $841K sold.

Virtus ETF Advisers first reported a position in MFIC in Q2 2019 and held it in 23 quarters. The position peaked at $5.07M in Q4 2019. 168 funds tracked by Wall St. Rank hold MFIC as of Q1 2025.

  • Virtus ETF Advisers reported no remaining MidCap Financial Investment position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 62,311 MidCap Financial Investment shares in Q1 2025, an estimated $841K.
  • Virtus ETF Advisers first reported a position in MidCap Financial Investment in Q2 2019 and held it in 23 quarters.
  • Virtus ETF Advisers's MidCap Financial Investment position peaked at $5.07M in Q4 2019.
  • 168 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.