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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

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 10 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
18
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
1
Peak Financial Management
Massachusetts
$6.91M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$76.8M
3
AFG
3
Atomi Financial Group
New York
$31.9M
4
LPL Financial
4
LPL Financial
California
$11.2M
5
EGWAG
5
Elwood & Goetz Wealth Advisory Group
Georgia
$14.2M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.09M
2
NCFG
2
New Century Financial Group
New Jersey
$906K
3
CWM
3
Comprehensive Wealth Management
Washington
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
BW
5
Balance Wealth
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$76.8M 3,363,464 +170,852 +5%
AFG
2
Atomi Financial Group
New York
$31.9M 1,395,236 +150,891 +12%
Raymond James Financial
3
Raymond James Financial
Florida
$17M 743,071 -37,342 -5%
EGWAG
4
Elwood & Goetz Wealth Advisory Group
Georgia
$14.2M 622,339 +82,380 +15%
LPL Financial
5
LPL Financial
California
$11.2M 490,171 +142,937 +41%
Stifel Financial
6
Stifel Financial
Missouri
$9.99M 437,616 +48,685 +13%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.09M 404,822 -139,758 -26%
PFM
8
Peak Financial Management
Massachusetts
$6.91M 302,674 +302,674 New
ARG
9
Advisory Resource Group
Oklahoma
$4.52M 198,105 +5,620 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.15M 181,701 -5,332 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.83M 167,819 +21,275 +15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.38M 147,983 -8,664 -6%
FTS
13
Fifth Third Securities
Ohio
$2.83M 123,841 -2,260 -2%
DADC
14
D.A. Davidson & Co
Montana
$2.34M 102,509 -612 -0.6%
BFG
15
Bleakley Financial Group
New Jersey
$2.34M 102,414 +27,674 +37%
TCWM
16
Total Clarity Wealth Management
Illinois
$1.64M 71,749 +2,512 +4%
EFS
17
Essex Financial Services
Connecticut
$1.26M 55,347 +1,325 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.23M 54,037 +7,897 +17%
KWM
19
Kingsview Wealth Management
Oregon
$926K 40,550 -155 -0.4%
EWA
20
EverSource Wealth Advisors
Alabama
$913K 40,004 +11,983 +43%
NCFG
21
New Century Financial Group
New Jersey
$906K 39,691 -91,241 -70%
WMP
22
Wealth Management Partners
Arizona
$771K 33,941 +33,941 New
HWA
23
Heritage Wealth Architects
Minnesota
$708K 30,997 -583 -2%
PA
24
PFG Advisors
Arizona
$566K 24,772 -1,822 -7%
IWA
25
Integrity Wealth Advisors
California
$529K 23,176 -637 -3%
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