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Virtus Newfleet Multi-Sector Bond ETF
NFLT

37 hedge funds and large institutions have $68.2M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

72% more capital invested

Capital invested by funds: $39.6M → $68.2M (+$28.6M)

28% more funds holding

Funds holding: 29 → 37 (+8)

1.12% more ownership

Funds ownership: 76.88% → 77.99% (+1.1%)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFG
Atomi Financial Group
New York
+$6.76M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.41M
3
FA
Fermata Advisors
California
+$5.11M
4
LPL Financial
LPL Financial
California
+$4.07M
5
DADC
D.A. Davidson & Co
Montana
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$398K
2
AWM
AE Wealth Management
Kansas
-$242K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$139K
4
BRWA
B. Riley Wealth Advisors
Florida
-$105K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$66.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$62.4K +$201 +9 +0.3%
BCMLT
27
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.8K – – –
Morgan Stanley
28
Morgan Stanley
New York
$8.03K -$8.06K -360 -50%
CA
29
CoreCap Advisors
Michigan
$6.08K +$6.07K +271 New
UBS Group
30
UBS Group
Switzerland
$2.27K +$1.34K +60 +146%
EWA
31
EverSource Wealth Advisors
Alabama
$2.09K +$2.13K +95 New
SFA
32
Semmax Financial Advisors
North Carolina
$1.53K – – –
AssetMark Inc
33
AssetMark Inc
California
$1.39K – – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
EA
35
Evolution Advisers
Virginia
$1K – – –
RCM
36
Raleigh Capital Management
North Carolina
$839 – – –
Wells Fargo
37
Wells Fargo
California
$16 – – –
KWM
38
Kingsview Wealth Management
Oregon
– -$398K -17,752 Closed
AWM
39
AE Wealth Management
Kansas
– -$242K -10,797 Closed
NMG
40
New Millennium Group
Utah
– -$1.95K -87 Closed
1
2

NFLT Hedge Fund Activity: Q1 2024 in Review

37 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q1 2024, worth a combined $68.2M — up 72% from $39.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NFLT positions and 3 closed out — a net gain of 9 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Atomi Financial Group, adding an estimated $6.76M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $398K sold.

  • 37 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q1 2024, up from 29 in Q4 2023.
  • Funds reported $68.2M of Virtus Newfleet Multi-Sector Bond ETF stock for Q1 2024, up 72% quarter-over-quarter.
  • 12 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q1 2024 and 3 closed out, a net change of +9 holders.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q1 2024 was Atomi Financial Group, an estimated $6.76M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q1 2024 was Kingsview Wealth Management, an estimated $398K sold.

Based on aggregated 13F filings for Q1 2024.