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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

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.

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

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$35.5M
2
WWM
2
WJ Wealth Management
Arizona
$7.15M
3
LPL Financial
3
LPL Financial
California
$12.2M
4
SPG
4
Strategic Planning Group
Utah
$14.8M
5
AFG
5
Atomi Financial Group
New York
$15.6M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
FA
2
Fermata Advisors
California
$2.1M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$304K
5
FTUS
5
Flow Traders U.S.
New York
$494K
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$494K 21,441 -15,211 -42%
ACA
27
Aptus Capital Advisors
Alabama
$492K 21,357 -2,331 -10%
RJT
28
Raymond James Trust
Florida
$480K 20,816 +8,788 +73%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$468K 20,269 – –
CWM
30
Comprehensive Wealth Management
Washington
$430K 18,635 +423 +2%
TCWM
31
Total Clarity Wealth Management
Illinois
$412K 17,881 +17,881 New
WWM
32
Western Wealth Management
Colorado
$392K 17,006 +17,006 New
HAG
33
HF Advisory Group
Maryland
$309K 13,388 -93 -0.7%
FNWA
34
Financial Network Wealth Advisors
Utah
$305K 13,244 +5,151 +64%
TC
35
TownSquare Capital
Utah
$305K 13,244 +13,244 New
Citadel Advisors
36
Citadel Advisors
Florida
$304K 13,180 -20,095 -60%
AWS
37
Atria Wealth Solutions
New York
$230K 9,961 -502 -5%
EWA
38
EverSource Wealth Advisors
Alabama
$99.8K 4,328 +45 +1%
NA
39
NewEdge Advisors
Louisiana
$52.4K 2,271 -519 -19%
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.9K 2,032 -8 -0.4%
FMII
41
Farmers & Merchants Investments Inc
Nebraska
$31.1K 1,350 – –
MSFP
42
Mark Sheptoff Financial Planning
Connecticut
$10.4K 450 – –
Morgan Stanley
43
Morgan Stanley
New York
$8.29K 359 +1 +0.3%
CA
44
CoreCap Advisors
Michigan
$6.25K 271 – –
NMG
45
New Millennium Group
Utah
$1.57K 68 -11 -14%
SFA
46
Semmax Financial Advisors
North Carolina
$1.55K 68 – –
AssetMark Inc
47
AssetMark Inc
California
$1.43K 62 – –
RCM
48
Raleigh Capital Management
North Carolina
$888 39 +1 +3%
Wells Fargo
49
Wells Fargo
California
$25 1 – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$23 1 – –
1
2
3