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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

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.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.46M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$693K
3
KWM
3
Kingsview Wealth Management
Oregon
$398K
4
AFG
4
Atomi Financial Group
New York
$1.31M
5
LPL Financial
5
LPL Financial
California
$525K

Top Sellers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$15.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$616K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Jane Street
5
Jane Street
New York
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$919 41 -1,120 -96%
RCM
27
Raleigh Capital Management
North Carolina
$829 37 +1 +3%
Wells Fargo
28
Wells Fargo
California
$22 1 +1 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
– – -15,151 Closed
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
– – -14,338 Closed
Fidelity Investments
31
Fidelity Investments
Massachusetts
– – -5 Closed
DWM
32
Dogwood Wealth Management
Kansas
– – – –
CFGS
33
Concourse Financial Group Securities
Alabama
– – – –
EA
34
Evolution Advisers
Virginia
$0 17 +17 New
1
2