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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

51 hedge funds and large institutions have $93.7M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 0 closing their positions.

Holders
51
Holders Change
+14
Holders Change %
+37.84%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPG
1
Strategic Planning Group
Utah
$9.56M
2
EGWAG
2
Elwood & Goetz Wealth Advisory Group
Georgia
$5.62M
3
AFG
3
Atomi Financial Group
New York
$11.4M
4
FTS
4
Fifth Third Securities
Ohio
$1.85M
5
EFS
5
Essex Financial Services
Connecticut
$803K

Top Sellers

1
FA
1
Fermata Advisors
California
$3.19M
2
Jane Street
2
Jane Street
New York
$826K
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$16.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$529K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$452K
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$452K 20,269 -977 -5%
CWM
27
Comprehensive Wealth Management
Washington
$406K 18,212 +18,212 New
RW
28
Rockport Wealth
Ohio
$304K 13,641 +1,036 +8%
HAG
29
HF Advisory Group
Maryland
$301K 13,481 +956 +8%
RJT
30
Raymond James Trust
Florida
$268K 12,028 +12,028 New
MML Investors Services
31
MML Investors Services
Massachusetts
$240K 10,747 +10,747 New
AWS
32
Atria Wealth Solutions
New York
$234K 10,463 +1,251 +14%
FNWA
33
Financial Network Wealth Advisors
Utah
$181K 8,093 +8,093 New
EWA
34
EverSource Wealth Advisors
Alabama
$96.8K 4,283 +4,188 +4,408%
NA
35
NewEdge Advisors
Louisiana
$62.3K 2,790 +8 +0.3%
BCMLT
36
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.5K 2,040 – –
FMII
37
Farmers & Merchants Investments Inc
Nebraska
$30.1K 1,350 +1,350 New
UBS Group
38
UBS Group
Switzerland
$20.6K 924 +823 +815%
TWP
39
Triad Wealth Partners
Kansas
$16.7K 750 +750 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$13.1K 589 +589 New
MSFP
41
Mark Sheptoff Financial Planning
Connecticut
$10K 450 +450 New
Morgan Stanley
42
Morgan Stanley
New York
$7.99K 358 – –
CA
43
CoreCap Advisors
Michigan
$6.05K 271 – –
NMG
44
New Millennium Group
Utah
$1.76K 79 +79 New
SFA
45
Semmax Financial Advisors
North Carolina
$1.56K 68 – –
AssetMark Inc
46
AssetMark Inc
California
$1.38K 62 – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$1K 40 – –
RCM
48
Raleigh Capital Management
North Carolina
$848 38 +1 +3%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$22 1 +1 New
Wells Fargo
50
Wells Fargo
California
$18 1 – –
1
2
3