Virtus Newfleet Multi-Sector Bond ETF
NFLT
26 hedge funds and large institutions have $35.9M invested in Virtus Newfleet Multi-Sector Bond ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
4.64% more ownership
Funds ownership: 76.68% → 81.32% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 29 → 26 (-3)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
30% less capital invested
Capital invested by funds: $51.1M → $35.9M (-$15.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$2.83M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$829K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$766K |
| 4 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$459K |
| 5 |
Jane Street
New York
|
+$358K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$13.9M |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$2.06M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.36M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$854K |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$771K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
26
Raleigh Capital Management
Cary,
North Carolina
| $780 | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $6 | -$22 | -1 | Closed |
|
|
SWA
28
SFMG Wealth Advisors
Plano,
Texas
| – | -$13.9M | -637,424 | Closed |
|
|
OMC
29
Old Mission Capital
Chicago,
Illinois
| – | -$1.36M | -62,122 | Closed |
|
|
AWM
30
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$17.2K | -775 | Closed |
|
31
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$8.74K | -400 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
NFLT Hedge Fund Activity: Q1 2023 in Review
26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q1 2023, worth a combined $35.9M — down 30% from $51.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NFLT and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.
The largest buyer was Andesa Financial Management, adding an estimated $2.83M. The largest seller was SFMG Wealth Advisors, exiting entirely with an estimated $13.9M sold.
- 26 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q1 2023, down from 29 in Q4 2022.
- Funds reported $35.9M of Virtus Newfleet Multi-Sector Bond ETF stock for Q1 2023, down 30% quarter-over-quarter.
- 5 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q1 2023 and 6 closed out, a net change of -1 holder.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q1 2023 was Andesa Financial Management, an estimated $2.83M added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q1 2023 was SFMG Wealth Advisors, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2023.