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Virtus Newfleet Multi-Sector Bond ETF
NFLT

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

367% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 6

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

28% more capital invested

Capital invested by funds: $144M → $185M (+$40.6M)

17% more funds holding

Funds holding: 52 → 61 (+9)

0.01% more ownership

Funds ownership: 84.09% → 84.11% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.8%
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

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$24.7M
2
AFG
Atomi Financial Group
New York
+$8.87M
3
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
+$3.86M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.07M
5
TCWM
Total Clarity Wealth Management
Illinois
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
WWM
WJ Wealth Management
Arizona
-$3.55M
2
LPL Financial
LPL Financial
California
-$1.48M
3
FA
Fermata Advisors
California
-$1.18M
4
RW
Rockport Wealth
Ohio
-$743K
5
Citadel Advisors
Citadel Advisors
Florida
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$872K +$396K +17,418 +81%
IWA
27
Integrity Wealth Advisors
California
$543K +$550K +24,202 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$524K +$530K +23,320 New
TC
29
TownSquare Capital
Utah
$506K +$211K +9,290 +70%
HighTower Advisors
30
HighTower Advisors
Illinois
$476K +$483K +21,224 New
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$461K +$5.66K +249 +1%
ACA
32
Aptus Capital Advisors
Alabama
$415K -$64.9K -2,853 -13%
WWM
33
Western Wealth Management
Colorado
$401K +$19.3K +847 +5%
BWM
34
BankPlus Wealth Management
Mississippi
$360K +$365K +16,040 New
HAG
35
HF Advisory Group
Maryland
$308K +$7.28K +320 +2%
AAS
36
Avantax Advisory Services
Texas
$297K +$301K +13,229 New
CQWA
37
Chokshi & Queen Wealth Advisors
California
$268K +$271K +11,916 New
FNWA
38
Financial Network Wealth Advisors
Utah
$230K -$67.9K -2,987 -23%
EWA
39
EverSource Wealth Advisors
Alabama
$214K +$118K +5,186 +120%
Jane Street
40
Jane Street
New York
$208K +$210K +9,245 New
SPIA
41
Steward Partners Investment Advisory
New York
$113K +$115K +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 +$11.4K +500 New
MSFP
46
Mark Sheptoff Financial Planning
Connecticut
$10.1K – – –
AF
47
Advisornet Financial
Minnesota
$9.9K +$10K +441 New
PS
48
Principal Securities
Iowa
$9.31K +$9.44K +415 New
Morgan Stanley
49
Morgan Stanley
New York
$8.08K +$23 +1 +0.3%
Q1WB
50
Quest 10 Wealth Builders
Virginia
$6.47K +$6.55K +288 New
1
2
3

NFLT Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q4 2024, worth a combined $185M — up 28% from $144M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NFLT positions and 4 closed out — a net gain of 12 holders — while 28 added to existing stakes and 6 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $24.7M. The largest seller was WJ Wealth Management, cutting an estimated $3.55M.

  • 61 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $185M of Virtus Newfleet Multi-Sector Bond ETF stock for Q4 2024, up 28% quarter-over-quarter.
  • 16 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q4 2024 was Retirement Planning Group (Kansas), an estimated $24.7M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q4 2024 was WJ Wealth Management, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2024.