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Virtus Newfleet Multi-Sector Bond ETF
NFLT

58 hedge funds and large institutions have $256M invested in Virtus Newfleet Multi-Sector Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $218M → $256M (+$37.3M)

0.42% more ownership

Funds ownership: 81.37% → 81.79% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 60 → 58 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
25
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$18.3M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$6.69M
3
PFM
Peak Financial Management
Massachusetts
+$4.08M
4
AFG
Atomi Financial Group
New York
+$4.03M
5
MWM
Maridea Wealth Management
New York
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
ARG
Advisory Resource Group
Oklahoma
-$4.52M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.62M
3
NCFG
New Century Financial Group
New Jersey
-$692K
4
FTUS
Flow Traders U.S.
New York
-$400K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
26
Valmark Advisers
Ohio
$666K +$157K +6,830 +31%
P
27
&Partners
Tennessee
$617K +$409K +17,835 +200%
BWM
28
BankPlus Wealth Management
Mississippi
$527K +$127K +5,526 +32%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$517K +$144K +6,288 +39%
IWA
30
Integrity Wealth Advisors
California
$514K -$20.6K -897 -4%
PA
31
PFG Advisors
Arizona
$494K -$76.8K -3,350 -14%
SF
32
Summit Financial
New Jersey
$435K +$432K +18,853 New
ACA
33
Aptus Capital Advisors
Alabama
$427K – – –
WWM
34
Western Wealth Management
Colorado
$401K -$11.2K -489 -3%
CQWA
35
Chokshi & Queen Wealth Advisors
California
$356K +$81K +3,532 +30%
HAG
36
HF Advisory Group
Maryland
$322K +$5.02K +219 +2%
FNWA
37
Financial Network Wealth Advisors
Utah
$296K -$16.8K -735 -5%
AWA
38
Arete Wealth Advisors
Illinois
$248K +$247K +10,764 New
TWM
39
TCFG Wealth Management
California
$226K – – –
NCFG
40
New Century Financial Group
New Jersey
$219K -$692K -30,193 -76%
TAM
41
Tucker Asset Management
Colorado
$153K -$43.4K -1,895 -22%
SPIA
42
Steward Partners Investment Advisory
New York
$96.6K -$50.2K -2,189 -34%
NA
43
NewEdge Advisors
Louisiana
$52.4K – – –
GRP
44
Global Retirement Partners
California
$32.5K +$9.44K +412 +41%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$29.2K +$29K +1,265 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$27.4K +$16.2K +708 +147%
PS
47
Principal Securities
Iowa
$15.9K +$206 +9 +1%
JP Morgan Chase
48
JP Morgan Chase
New York
$13.9K +$13.8K +600 New
MSFP
49
Mark Sheptoff Financial Planning
Connecticut
$12.7K +$2.27K +99 +22%
AF
50
Advisornet Financial
Minnesota
$10.2K – – –
1
2
3

NFLT Hedge Fund Activity: Q3 2025 in Review

58 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q3 2025, worth a combined $256M — up 17% from $218M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NFLT and 8 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 25 added.

The largest buyer was LPL Financial, adding an estimated $18.3M. The largest seller was Advisory Resource Group, exiting entirely with an estimated $4.52M sold.

  • 58 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q3 2025, down from 60 in Q2 2025.
  • Funds reported $256M of Virtus Newfleet Multi-Sector Bond ETF stock for Q3 2025, up 17% quarter-over-quarter.
  • 8 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q3 2025 and 9 closed out, a net change of -1 holder.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $18.3M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q3 2025 was Advisory Resource Group, an estimated $4.52M sold.

Based on aggregated 13F filings for Q3 2025.