Virtus Newfleet Multi-Sector Bond ETF
NFLT
25 hedge funds and large institutions have $14.6M invested in Virtus Newfleet Multi-Sector Bond ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
19% more funds holding
Funds holding: 21 → 25 (+4)
9.64% more ownership
Funds ownership: 63.11% → 72.75% (+9.6%)
4% more capital invested
Capital invested by funds: $14M → $14.6M (+$565K)
69% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.27M |
| 2 |
Jane Street
New York
|
+$946K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$921K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$322K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$839K |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$223K |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$194K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$104K |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$58.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$3.15K | -130 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
NFLT Hedge Fund Activity: Q1 2020 in Review
25 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q1 2020, worth a combined $14.6M — up 4% from $14M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NFLT positions and 2 closed out — a net gain of 6 holders — while 4 added to existing stakes and 13 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $1.27M. The largest seller was SVA Wealth Management, cutting an estimated $839K.
- 25 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q1 2020, up from 21 in Q4 2019.
- Funds reported $14.6M of Virtus Newfleet Multi-Sector Bond ETF stock for Q1 2020, up 4% quarter-over-quarter.
- 8 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q1 2020 and 2 closed out, a net change of +6 holders.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q1 2020 was Private Advisor Group, an estimated $1.27M added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q1 2020 was SVA Wealth Management, an estimated $839K sold.
Based on aggregated 13F filings for Q1 2020.