Virtus Newfleet Multi-Sector Bond ETF
NFLT
29 hedge funds and large institutions have $39.6M invested in Virtus Newfleet Multi-Sector Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
4% more funds holding
Funds holding: 28 → 29 (+1)
6.13% less ownership
Funds ownership: 83.01% → 76.88% (-6.1%)
15% less capital invested
Capital invested by funds: $46.5M → $39.6M (-$6.86M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$903K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$671K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$386K |
| 4 |
AFG
Atomi Financial Group
New York
|
+$285K |
| 5 |
LPL Financial
San Diego,
California
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$10M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$346K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$326K |
| 4 |
JP Morgan Chase
New York
|
-$309K |
| 5 |
Jane Street
New York
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $919 | -$24.3K | -1,120 | -96% |
|
|
RCM
27
Raleigh Capital Management
Cary,
North Carolina
| $829 | +$22 | +1 | +3% |
|
28
Wells Fargo
San Francisco,
California
| $22 | +$22 | +1 | New |
|
|
29
Envestnet Asset Management
Chicago,
Illinois
| – | -$326K | -15,151 | Closed |
|
|
30
JP Morgan Chase
New York
| – | -$309K | -14,338 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$108 | -5 | Closed |
|
|
EA
32
Evolution Advisers
Richmond,
Virginia
| – | +$369 | +17 | New |
|
NFLT Hedge Fund Activity: Q4 2023 in Review
29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q4 2023, worth a combined $39.6M — down 15% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NFLT positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $903K. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $10M.
- 29 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $39.6M of Virtus Newfleet Multi-Sector Bond ETF stock for Q4 2023, down 15% quarter-over-quarter.
- 4 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $903K added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q4 2023 was Retirement Planning Group (Kansas), an estimated $10M sold.
Based on aggregated 13F filings for Q4 2023.