NFLT icon

Virtus Newfleet Multi-Sector Bond ETF

58 hedge funds and large institutions have $214M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
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
$76.8M
AFG
2
Atomi Financial Group
New York
$31.9M
Raymond James Financial
3
Raymond James Financial
Florida
$17M
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$14.2M
LPL Financial
5
LPL Financial
California
$11.2M
Stifel Financial
6
Stifel Financial
Missouri
$9.99M
Osaic Holdings
7
Osaic Holdings
Arizona
$9.09M
PFM
8
Peak Financial Management
Massachusetts
$6.91M
ARG
9
Advisory Resource Group
Oklahoma
$4.52M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.15M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.83M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.38M
FTS
13
Fifth Third Securities
Ohio
$2.83M
DADC
14
D.A. Davidson & Co
Montana
$2.34M
BFG
15
Bleakley Financial Group
New Jersey
$2.34M
TCWM
16
Total Clarity Wealth Management
Illinois
$1.64M
EFS
17
Essex Financial Services
Connecticut
$1.26M
MML Investors Services
18
MML Investors Services
Massachusetts
$1.23M
KWM
19
Kingsview Wealth Management
Oregon
$926K
EWA
20
EverSource Wealth Advisors
Alabama
$913K
NCFG
21
New Century Financial Group
New Jersey
$906K
WMP
22
Wealth Management Partners
Arizona
$771K
HWA
23
Heritage Wealth Architects
Minnesota
$708K
PA
24
PFG Advisors
Arizona
$566K
IWA
25
Integrity Wealth Advisors
California
$529K