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Virtus Newfleet Multi-Sector Bond ETF
NFLT

60 hedge funds and large institutions have $218M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

7% more capital invested

Capital invested by funds: $204M → $218M (+$14.2M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 61 → 60 (-1)

3.13% less ownership

Funds ownership: 84.5% → 81.37% (-3.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.79%
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
20
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFM
Peak Financial Management
Massachusetts
+$6.8M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$3.84M
3
AFG
Atomi Financial Group
New York
+$3.39M
4
LPL Financial
LPL Financial
California
+$3.21M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
NCFG
New Century Financial Group
New Jersey
-$2.05M
2
CWM
Comprehensive Wealth Management
Washington
-$1.53M
3
AAS
Avantax Advisory Services
Texas
-$1.52M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
5
BW
Balance Wealth
Ohio
-$882K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
26
Valmark Advisers
Ohio
$504K +$268K +11,942 +118%
ACA
27
Aptus Capital Advisors
Alabama
$422K – – –
WWM
28
Western Wealth Management
Colorado
$408K -$1.64K -73 -0.4%
FTUS
29
Flow Traders U.S.
New York
$400K -$786K -34,990 -67%
BWM
30
BankPlus Wealth Management
Mississippi
$395K +$25.4K +1,131 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$368K -$94.9K -4,226 -21%
HAG
32
HF Advisory Group
Maryland
$314K +$5.28K +235 +2%
FNWA
33
Financial Network Wealth Advisors
Utah
$310K -$72K -3,206 -19%
CQWA
34
Chokshi & Queen Wealth Advisors
California
$272K – – –
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$247K -$212K -9,458 -47%
TWM
36
TCFG Wealth Management
California
$224K +$220K +9,797 New
P
37
&Partners
Tennessee
$203K -$34.5K -1,536 -15%
TAM
38
Tucker Asset Management
Colorado
$195K +$192K +8,533 New
SPIA
39
Steward Partners Investment Advisory
New York
$146K +$225 +10 +0.2%
NA
40
NewEdge Advisors
Louisiana
$51.8K – – –
BCMLT
41
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.4K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$31K +$30.3K +1,349 New
FMII
43
Farmers & Merchants Investments Inc
Nebraska
$30.8K – – –
GRP
44
Global Retirement Partners
California
$22.8K +$22.4K +997 New
PS
45
Principal Securities
Iowa
$15.5K +$5.93K +264 +64%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$11K +$10.8K +482 New
MSFP
47
Mark Sheptoff Financial Planning
Connecticut
$10.3K – – –
AF
48
Advisornet Financial
Minnesota
$10.1K – – –
Morgan Stanley
49
Morgan Stanley
New York
$8.21K +$8.04K +358 +35,800%
Q1WB
50
Quest 10 Wealth Builders
Virginia
$6.58K – – –
1
2
3

NFLT Hedge Fund Activity: Q2 2025 in Review

60 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q2 2025, worth a combined $218M — up 7% from $204M a quarter earlier.

Fund positioning in NFLT was balanced in Q2 2025: 11 funds opened new positions, 11 closed out, 20 added to existing stakes and 16 trimmed.

The largest buyer was Peak Financial Management, opening a new position worth an estimated $6.8M. The largest seller was New Century Financial Group, cutting an estimated $2.05M.

  • 60 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q2 2025, down from 61 in Q1 2025.
  • Funds reported $218M of Virtus Newfleet Multi-Sector Bond ETF stock for Q2 2025, up 7% quarter-over-quarter.
  • 11 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q2 2025 and 11 closed out, a net change of 0 holders.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q2 2025 was Peak Financial Management, an estimated $6.8M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q2 2025 was New Century Financial Group, an estimated $2.05M sold.

Based on aggregated 13F filings for Q2 2025.