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Virtus Newfleet Multi-Sector Bond ETF
NFLT

52 hedge funds and large institutions have $144M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

54% more capital invested

Capital invested by funds: $93.7M → $144M (+$50.8M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

6.39% more ownership

Funds ownership: 77.7% → 84.09% (+6.4%)

2% more funds holding

Funds holding: 51 → 52 (+1)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
23
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$18.7M
2
WWM
WJ Wealth Management
Arizona
+$7.06M
3
LPL Financial
LPL Financial
California
+$6.85M
4
SPG
Strategic Planning Group
Utah
+$4.84M
5
AFG
Atomi Financial Group
New York
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$1.37M
2
FA
Fermata Advisors
California
-$1.18M
3
Jane Street
Jane Street
New York
-$826K
4
Citadel Advisors
Citadel Advisors
Florida
-$457K
5
FTUS
Flow Traders U.S.
New York
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$494K -$346K -15,211 -42%
ACA
27
Aptus Capital Advisors
Alabama
$492K -$53K -2,331 -10%
RJT
28
Raymond James Trust
Florida
$480K +$200K +8,788 +73%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$468K – – –
CWM
30
Comprehensive Wealth Management
Washington
$430K +$9.62K +423 +2%
TCWM
31
Total Clarity Wealth Management
Illinois
$412K +$407K +17,881 New
WWM
32
Western Wealth Management
Colorado
$392K +$387K +17,006 New
HAG
33
HF Advisory Group
Maryland
$309K -$2.12K -93 -0.7%
FNWA
34
Financial Network Wealth Advisors
Utah
$305K +$117K +5,151 +64%
TC
35
TownSquare Capital
Utah
$305K +$301K +13,244 New
Citadel Advisors
36
Citadel Advisors
Florida
$304K -$457K -20,095 -60%
AWS
37
Atria Wealth Solutions
New York
$230K -$11.4K -502 -5%
EWA
38
EverSource Wealth Advisors
Alabama
$99.8K +$1.02K +45 +1%
NA
39
NewEdge Advisors
Louisiana
$52.4K -$11.8K -519 -19%
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.9K -$182 -8 -0.4%
FMII
41
Farmers & Merchants Investments Inc
Nebraska
$31.1K – – –
MSFP
42
Mark Sheptoff Financial Planning
Connecticut
$10.4K – – –
Morgan Stanley
43
Morgan Stanley
New York
$8.29K +$23 +1 +0.3%
CA
44
CoreCap Advisors
Michigan
$6.25K – – –
NMG
45
New Millennium Group
Utah
$1.57K -$250 -11 -14%
SFA
46
Semmax Financial Advisors
North Carolina
$1.55K – – –
AssetMark Inc
47
AssetMark Inc
California
$1.43K – – –
RCM
48
Raleigh Capital Management
North Carolina
$888 +$23 +1 +3%
Wells Fargo
49
Wells Fargo
California
$25 – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$23 – – –
1
2
3

NFLT Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q3 2024, worth a combined $144M — up 54% from $93.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NFLT positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $18.7M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $1.37M sold.

  • 52 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q3 2024, up from 51 in Q2 2024.
  • Funds reported $144M of Virtus Newfleet Multi-Sector Bond ETF stock for Q3 2024, up 54% quarter-over-quarter.
  • 6 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q3 2024 and 5 closed out, a net change of +1 holder.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q3 2024 was Retirement Planning Group (Kansas), an estimated $18.7M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q3 2024 was Simplicity Wealth, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2024.