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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 %
VA
26
Valmark Advisers
Ohio
$504K 22,059 +11,942 +118%
ACA
27
Aptus Capital Advisors
Alabama
$422K 18,504 – –
WWM
28
Western Wealth Management
Colorado
$408K 17,869 -73 -0.4%
FTUS
29
Flow Traders U.S.
New York
$400K 17,542 -34,990 -67%
BWM
30
BankPlus Wealth Management
Mississippi
$395K 17,314 +1,131 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$368K 16,114 -4,226 -21%
HAG
32
HF Advisory Group
Maryland
$314K 13,747 +235 +2%
FNWA
33
Financial Network Wealth Advisors
Utah
$310K 13,558 -3,206 -19%
CQWA
34
Chokshi & Queen Wealth Advisors
California
$272K 11,916 – –
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$247K 10,811 -9,458 -47%
TWM
36
TCFG Wealth Management
California
$224K 9,797 +9,797 New
P
37
&Partners
Tennessee
$203K 8,900 -1,536 -15%
SPIA
38
Steward Partners Investment Advisory
New York
$146K 6,378 +10 +0.2%
NA
39
NewEdge Advisors
Louisiana
$51.8K 2,271 – –
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.4K 1,945 – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$31K 1,349 +1,349 New
FMII
42
Farmers & Merchants Investments Inc
Nebraska
$30.8K 1,350 – –
GRP
43
Global Retirement Partners
California
$22.8K 997 +997 New
PS
44
Principal Securities
Iowa
$15.5K 679 +264 +64%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$11K 482 +482 New
MSFP
46
Mark Sheptoff Financial Planning
Connecticut
$10.3K 450 – –
AF
47
Advisornet Financial
Minnesota
$10.1K 441 – –
Morgan Stanley
48
Morgan Stanley
New York
$8.21K 359 +358 +35,800%
CA
49
CoreCap Advisors
Michigan
$6.19K 271 – –
Jones Financial Companies
50
Jones Financial Companies
Missouri
$6.12K 270 +270 New
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