Virtus Newfleet Multi-Sector Bond ETF
NFLT
23 hedge funds and large institutions have $51.1M invested in Virtus Newfleet Multi-Sector Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
42% more capital invested
Capital invested by funds: $35.9M → $51.1M (+$15.3M)
6.39% more ownership
Funds ownership: 81.32% → 87.71% (+6.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 26 → 23 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.61M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.49M |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$2.18M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$1.87M |
| 5 |
Jane Street
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$347K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$244K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$122K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$30.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$21.7K | -979 | Closed |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| – | -$9.43K | -426 | Closed |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| – | -$3.76K | -170 | Closed |
|
NFLT Hedge Fund Activity: Q2 2023 in Review
23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q2 2023, worth a combined $51.1M — up 42% from $35.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NFLT and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was Raymond James & Associates, adding an estimated $6.61M. The largest seller was Citadel Advisors, exiting entirely with an estimated $347K sold.
- 23 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q2 2023, down from 26 in Q1 2023.
- Funds reported $51.1M of Virtus Newfleet Multi-Sector Bond ETF stock for Q2 2023, up 42% quarter-over-quarter.
- 3 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q2 2023 and 5 closed out, a net change of -2 holders.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $6.61M added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q2 2023 was Citadel Advisors, an estimated $347K sold.
Based on aggregated 13F filings for Q2 2023.