Virtus Newfleet Multi-Sector Bond ETF
NFLT
29 hedge funds and large institutions have $67.7M invested in Virtus Newfleet Multi-Sector Bond ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 5 closing their positions.
3% less funds holding
Funds holding: 30 → 29 (-1)
10.19% less ownership
Funds ownership: 97.69% → 87.5% (-10%)
10% less capital invested
Capital invested by funds: $75.6M → $67.7M (-$7.89M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$862K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$853K |
| 3 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$500K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$304K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$5.16M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.72M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.58M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.31M |
| 5 |
SFA
Semmax Financial Advisors
Winston Salem,
North Carolina
|
-$782K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $5K | -$39.5K | -1,655 | -89% |
|
27
Morgan Stanley
New York
| $2K | -$14.5K | -606 | -89% |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | – | – | – |
|
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$1.31M | -55,838 | Closed |
|
|
CA
30
Cetera Advisors
Denver,
Colorado
| – | -$753K | -32,125 | Closed |
|
|
LPWM
31
Lake Point Wealth Management
Rockwall,
Texas
| – | -$8K | -348 | Closed |
|
|
RFM
32
Royal Fund Management
Lady Lake,
Florida
| – | -$5K | -250 | Closed |
|
|
NFG
33
Next Financial Group
Houston,
Texas
| – | -$5K | -220 | Closed |
|
34
Fidelity Investments
Boston,
Massachusetts
| – | +$48 | +2 | +200% |
|
NFLT Hedge Fund Activity: Q1 2019 in Review
29 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q1 2019, worth a combined $67.7M — down 10% from $75.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NFLT and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 9 added.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $862K. The largest seller was Aviance Capital Management, cutting an estimated $5.16M.
- 29 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q1 2019, down from 30 in Q4 2018.
- Funds reported $67.7M of Virtus Newfleet Multi-Sector Bond ETF stock for Q1 2019, down 10% quarter-over-quarter.
- 4 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q1 2019 and 5 closed out, a net change of -1 holder.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q1 2019 was Flow Traders U.S., an estimated $862K added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q1 2019 was Aviance Capital Management, an estimated $5.16M sold.
Based on aggregated 13F filings for Q1 2019.