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Virtus Newfleet Multi-Sector Bond ETF

56 hedge funds and large institutions have $255M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$84.3M
AFG
2
Atomi Financial Group
New York
$36.2M
LPL Financial
3
LPL Financial
California
$29.7M
Raymond James Financial
4
Raymond James Financial
Florida
$17M
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$14.4M
Stifel Financial
6
Stifel Financial
Missouri
$11.2M
PFM
7
Peak Financial Management
Massachusetts
$11.1M
Osaic Holdings
8
Osaic Holdings
Arizona
$10.3M
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.84M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.52M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.27M
MWM
12
Maridea Wealth Management
New York
$3.07M
BFG
13
Bleakley Financial Group
New Jersey
$3.03M
FTS
14
Fifth Third Securities
Ohio
$2.97M
DADC
15
D.A. Davidson & Co
Montana
$2.39M
TCWM
16
Total Clarity Wealth Management
Illinois
$1.6M
EFS
17
Essex Financial Services
Connecticut
$1.3M
EWA
18
EverSource Wealth Advisors
Alabama
$1.3M
Citadel Advisors
19
Citadel Advisors
Florida
$1.2M
MML Investors Services
20
MML Investors Services
Massachusetts
$1.19M
KWM
21
Kingsview Wealth Management
Oregon
$910K
SA
22
Sonoma Allocations
California
$857K
HWA
23
Heritage Wealth Architects
Minnesota
$719K
BFWM
24
Bright Futures Wealth Management
New York
$708K
WMP
25
Wealth Management Partners
Arizona
$702K