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Virtus Newfleet Multi-Sector Bond ETF
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Overview Fund Activity

58 hedge funds and large institutions have $214M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
18
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
Peak Financial Management
Massachusetts
+$6.91M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$3.9M
3
AFG
Atomi Financial Group
New York
+$3.44M
4
LPL Financial
LPL Financial
California
+$3.26M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
+$1.88M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.14M
2
NCFG
New Century Financial Group
New Jersey
-$2.08M
3
CWM
Comprehensive Wealth Management
Washington
-$1.53M
4
AAS
Avantax Advisory Services
Texas
-$1.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$504K +$273K +11,942 +118%
ACA
27
Aptus Capital Advisors
Alabama
$422K – – –
WWM
28
Western Wealth Management
Colorado
$408K -$1.67K -73 -0.4%
FTUS
29
Flow Traders U.S.
New York
$400K -$798K -34,990 -67%
BWM
30
BankPlus Wealth Management
Mississippi
$395K +$25.8K +1,131 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$368K -$96.5K -4,226 -21%
HAG
32
HF Advisory Group
Maryland
$314K +$5.37K +235 +2%
FNWA
33
Financial Network Wealth Advisors
Utah
$310K -$73.2K -3,206 -19%
CQWA
34
Chokshi & Queen Wealth Advisors
California
$272K – – –
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$247K -$216K -9,458 -47%
TWM
36
TCFG Wealth Management
California
$224K +$224K +9,797 New
P
37
&Partners
Tennessee
$203K -$35.1K -1,536 -15%
SPIA
38
Steward Partners Investment Advisory
New York
$146K +$228 +10 +0.2%
NA
39
NewEdge Advisors
Louisiana
$51.8K – – –
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.4K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$31K +$31K +1,349 New
FMII
42
Farmers & Merchants Investments Inc
Nebraska
$30.8K – – –
GRP
43
Global Retirement Partners
California
$22.8K +$22.8K +997 New
PS
44
Principal Securities
Iowa
$15.5K +$6.02K +264 +64%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$11K +$11K +482 New
MSFP
46
Mark Sheptoff Financial Planning
Connecticut
$10.3K – – –
AF
47
Advisornet Financial
Minnesota
$10.1K – – –
Morgan Stanley
48
Morgan Stanley
New York
$8.21K +$8.19K +358 +35,800%
CA
49
CoreCap Advisors
Michigan
$6.19K – – –
Jones Financial Companies
50
Jones Financial Companies
Missouri
$6.12K +$6.12K +270 New
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