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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

60 hedge funds and large institutions have $204M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
24
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$12.7M
2
Stifel Financial
Stifel Financial
Missouri
+$7.62M
3
AFG
Atomi Financial Group
New York
+$4.05M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.13M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
+$2.62M

Top Sellers

1
SPG
Strategic Planning Group
Utah
-$15.1M
2
WWM
WJ Wealth Management
Arizona
-$3.46M
3
LPL Financial
LPL Financial
California
-$2.61M
4
PA
PFG Advisors
Arizona
-$2.43M
5
HighTower Advisors
HighTower Advisors
Illinois
-$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$729K +$521K +23,063 +249%
HWA
27
Heritage Wealth Architects
Minnesota
$713K +$713K +31,580 New
EWA
28
EverSource Wealth Advisors
Alabama
$632K +$418K +18,507 +195%
PA
29
PFG Advisors
Arizona
$600K -$2.43M -107,490 -80%
IWA
30
Integrity Wealth Advisors
California
$537K -$8.78K -389 -2%
TC
31
TownSquare Capital
Utah
$509K – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$459K -$67.3K -2,980 -13%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$457K -$5.62K -249 -1%
ACA
34
Aptus Capital Advisors
Alabama
$418K – – –
WWM
35
Western Wealth Management
Colorado
$405K +$2.01K +89 +0.5%
FNWA
36
Financial Network Wealth Advisors
Utah
$378K +$147K +6,507 +63%
BWM
37
BankPlus Wealth Management
Mississippi
$365K +$3.23K +143 +0.9%
HAG
38
HF Advisory Group
Maryland
$305K -$4.42K -196 -1%
BFWM
39
Bright Futures Wealth Management
New York
$296K +$296K +13,425 New
Citadel Advisors
40
Citadel Advisors
Florida
$274K +$274K +12,154 New
CQWA
41
Chokshi & Queen Wealth Advisors
California
$269K – – –
P
42
&Partners
Tennessee
$235K +$235K +10,436 New
VA
43
Valmark Advisers
Ohio
$228K +$228K +10,117 New
SPIA
44
Steward Partners Investment Advisory
New York
$144K +$30K +1,328 +26%
NA
45
NewEdge Advisors
Louisiana
$51.3K – – –
BCMLT
46
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.9K -$1.96K -87 -4%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$36.9K +$36.9K +1,633 New
FMII
48
Farmers & Merchants Investments Inc
Nebraska
$30.5K – – –
GWSA
49
Global Wealth Strategies & Associates
Colorado
$17.1K +$17.1K +758 New
MSFP
50
Mark Sheptoff Financial Planning
Connecticut
$10.2K – – –
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