Virtus Newfleet Multi-Sector Bond ETF
NFLT
29 hedge funds and large institutions have $51.1M invested in Virtus Newfleet Multi-Sector Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
125% more capital invested
Capital invested by funds: $22.7M → $51.1M (+$28.4M)
53% more funds holding
Funds holding: 19 → 29 (+10)
3.73% more ownership
Funds ownership: 72.95% → 76.68% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$13.9M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$10.6M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$2.03M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.61M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.77M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$426K |
| 3 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$301K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$116K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$50.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
26
Raleigh Capital Management
Cary,
North Carolina
| $759 | +$22 | +1 | +3% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $22 | +$22 | +1 | New |
|
28
Wells Fargo
San Francisco,
California
| $22 | +$22 | +1 | New |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $10 | +$10.3K | +475 | New |
|
|
30
Jane Street
New York
| – | -$1.77M | -82,753 | Closed |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$426K | -19,885 | Closed |
|
NFLT Hedge Fund Activity: Q4 2022 in Review
29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q4 2022, worth a combined $51.1M — up 125% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new NFLT positions and 2 closed out — a net gain of 11 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $13.9M. The largest seller was Jane Street, exiting entirely with an estimated $1.77M sold.
- 29 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q4 2022, up from 19 in Q3 2022.
- Funds reported $51.1M of Virtus Newfleet Multi-Sector Bond ETF stock for Q4 2022, up 125% quarter-over-quarter.
- 13 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q4 2022 and 2 closed out, a net change of +11 holders.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q4 2022 was SFMG Wealth Advisors, an estimated $13.9M added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q4 2022 was Jane Street, an estimated $1.77M sold.
Based on aggregated 13F filings for Q4 2022.