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Virtus Newfleet Multi-Sector Bond ETF
NFLT

75 hedge funds and large institutions have $339M invested in Virtus Newfleet Multi-Sector Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

400% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more capital invested

Capital invested by funds: $287M → $339M (+$52.3M)

15% more funds holding

Funds holding: 65 → 75 (+10)

0.42% less ownership

Funds ownership: 83.04% → 82.62% (-0.42%)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
16
Increased
40
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$12.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6M
3
Stifel Financial
Stifel Financial
Missouri
+$4.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$4.05M
5
RWM
Ritholtz Wealth Management
New York
+$3.97M

Top Sellers

1
AFG
Atomi Financial Group
New York
-$4.06M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.02M
3
IWA
Integrity Wealth Advisors
California
-$107K
4
PA
PFG Advisors
Arizona
-$99K
5
HWA
Heritage Wealth Architects
Minnesota
-$85.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$102M +$12.6M +544,748 +14%
LPL Financial
2
LPL Financial
California
$34.4M +$249K +10,816 +0.7%
AFG
3
Atomi Financial Group
New York
$33.6M -$4.06M -176,107 -11%
Raymond James Financial
4
Raymond James Financial
Florida
$24.1M +$4.05M +175,466 +20%
Stifel Financial
5
Stifel Financial
Missouri
$18.4M +$4.5M +195,068 +32%
EGWAG
6
Elwood & Goetz Wealth Advisory Group
Georgia
$17.9M +$3.02M +130,746 +20%
PFM
7
Peak Financial Management
Massachusetts
$12.8M +$1.17M +50,817 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.29M -$1.02M -44,385 -10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.76M +$1.64M +70,896 +31%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.32M +$502K +21,753 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.92M +$6M +260,272 New
BEI
12
Benjamin Edwards Inc
Missouri
$5.2M +$3.5M +151,855 +197%
MWM
13
Maridea Wealth Management
New York
$4.46M +$651K +28,223 +17%
RWM
14
Ritholtz Wealth Management
New York
$3.91M +$3.97M +172,059 New
FTS
15
Fifth Third Securities
Ohio
$3.58M +$260K +11,276 +8%
BFG
16
Bleakley Financial Group
New Jersey
$3.45M -$38.8K -1,682 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.28M +$121K +5,225 +4%
KWA
18
Kingswood Wealth Advisors
California
$3.13M +$3.17M +137,404 New
EFS
19
Essex Financial Services
Connecticut
$2.48M +$603K +26,151 +32%
DADC
20
D.A. Davidson & Co
Montana
$2.41M +$71.9K +3,119 +3%
EWA
21
EverSource Wealth Advisors
Alabama
$2.09M +$522K +22,624 +33%
TCWM
22
Total Clarity Wealth Management
Illinois
$2.03M +$322K +13,979 +19%
FZCM
23
Flynn Zito Capital Management
New York
$1.85M +$1.87M +81,161 New
IA
24
IFP Advisors
Florida
$1.74M +$384K +16,634 +28%
SWP
25
Sagespring Wealth Partners
Tennessee
$1.54M +$1.56M +67,550 New
1
2 3 4

NFLT Hedge Fund Activity: Q1 2026 in Review

75 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q1 2026, worth a combined $339M — up 18% from $287M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NFLT positions and 3 closed out — a net gain of 13 holders — while 40 added to existing stakes and 8 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $12.6M. The largest seller was Atomi Financial Group, cutting an estimated $4.06M.

  • 75 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q1 2026, up from 65 in Q4 2025.
  • Funds reported $339M of Virtus Newfleet Multi-Sector Bond ETF stock for Q1 2026, up 18% quarter-over-quarter.
  • 16 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q1 2026 and 3 closed out, a net change of +13 holders.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q1 2026 was Retirement Planning Group (Kansas), an estimated $12.6M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q1 2026 was Atomi Financial Group, an estimated $4.06M sold.

Based on aggregated 13F filings for Q1 2026.