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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

61 hedge funds and large institutions have $185M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
28
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$59M
2
AFG
2
Atomi Financial Group
New York
$23.9M
3
EGWAG
3
Elwood & Goetz Wealth Advisory Group
Georgia
$9.52M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.11M
5
TCWM
5
Total Clarity Wealth Management
Illinois
$1.55M

Top Sellers

1
WWM
1
WJ Wealth Management
Arizona
$3.46M
2
LPL Financial
2
LPL Financial
California
$10.4M
3
FA
3
Fermata Advisors
California
$876K
4
RW
4
Rockport Wealth
Ohio
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$872K +$391K +17,418 +81%
IWA
27
Integrity Wealth Advisors
California
$543K +$543K +24,202 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$524K +$524K +23,320 New
TC
29
TownSquare Capital
Utah
$506K +$209K +9,290 +70%
HighTower Advisors
30
HighTower Advisors
Illinois
$476K +$476K +21,224 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$461K +$5.59K +249 +1%
ACA
32
Aptus Capital Advisors
Alabama
$415K -$64.1K -2,853 -13%
WWM
33
Western Wealth Management
Colorado
$401K +$19K +847 +5%
BWM
34
BankPlus Wealth Management
Mississippi
$360K +$360K +16,040 New
HAG
35
HF Advisory Group
Maryland
$308K +$7.18K +320 +2%
AAS
36
Avantax Advisory Services
Texas
$297K +$297K +13,229 New
CQWA
37
Chokshi & Queen Wealth Advisors
California
$268K +$268K +11,916 New
FNWA
38
Financial Network Wealth Advisors
Utah
$230K -$67.1K -2,987 -23%
EWA
39
EverSource Wealth Advisors
Alabama
$214K +$116K +5,186 +120%
Jane Street
40
Jane Street
New York
$208K +$208K +9,245 New
SPIA
41
Steward Partners Investment Advisory
New York
$113K +$113K +5,040 New
NA
42
NewEdge Advisors
Louisiana
$51K – – –
BCMLT
43
Beacon Capital Management LLC (Tennessee)
Tennessee
$45.6K – – –
FMII
44
Farmers & Merchants Investments Inc
Nebraska
$30.3K – – –
CAS
45
Coppell Advisory Solutions
Texas
$11.3K +$11.3K +500 New
MSFP
46
Mark Sheptoff Financial Planning
Connecticut
$10.1K – – –
AF
47
Advisornet Financial
Minnesota
$9.9K +$9.9K +441 New
PS
48
Principal Securities
Iowa
$9.31K +$9.31K +415 New
Morgan Stanley
49
Morgan Stanley
New York
$8.08K +$22 +1 +0.3%
Q1WB
50
Quest 10 Wealth Builders
Virginia
$6.47K +$6.47K +288 New
1
2
3