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Virtus Newfleet Multi-Sector Bond ETF

75 hedge funds and large institutions have $338M 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
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
$102M
LPL Financial
2
LPL Financial
California
$34.4M
AFG
3
Atomi Financial Group
New York
$33.6M
Raymond James Financial
4
Raymond James Financial
Florida
$24.1M
Stifel Financial
5
Stifel Financial
Missouri
$18.4M
EGWAG
6
Elwood & Goetz Wealth Advisory Group
Georgia
$17.9M
PFM
7
Peak Financial Management
Massachusetts
$12.8M
Osaic Holdings
8
Osaic Holdings
Arizona
$9.29M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.76M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.32M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.92M
BEI
12
Benjamin Edwards Inc
Missouri
$5.2M
MWM
13
Maridea Wealth Management
New York
$4.46M
RWM
14
Ritholtz Wealth Management
New York
$3.91M
FTS
15
Fifth Third Securities
Ohio
$3.58M
BFG
16
Bleakley Financial Group
New Jersey
$3.45M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.28M
KWA
18
Kingswood Wealth Advisors
California
$3.13M
EFS
19
Essex Financial Services
Connecticut
$2.48M
DADC
20
D.A. Davidson & Co
Montana
$2.41M
EWA
21
EverSource Wealth Advisors
Alabama
$2.09M
TCWM
22
Total Clarity Wealth Management
Illinois
$2.03M
FZCM
23
Flynn Zito Capital Management
New York
$1.85M
IA
24
IFP Advisors
Florida
$1.74M
SWP
25
Sagespring Wealth Partners
Tennessee
$1.54M