Virtus Newfleet Multi-Sector Bond ETF
NFLT
52 hedge funds and large institutions have $144M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
54% more capital invested
Capital invested by funds: $93.7M → $144M (+$50.8M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
6.39% more ownership
Funds ownership: 77.7% → 84.09% (+6.4%)
2% more funds holding
Funds holding: 51 → 52 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$18.7M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$7.06M |
| 3 |
LPL Financial
San Diego,
California
|
+$6.85M |
| 4 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
+$4.84M |
| 5 |
AFG
Atomi Financial Group
New York
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$1.37M |
| 2 |
FA
Fermata Advisors
Sonoma,
California
|
-$1.18M |
| 3 |
Jane Street
New York
|
-$826K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$457K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$346K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
51
Simplicity Wealth
Summit,
New Jersey
| – | -$1.37M | -61,593 | Closed |
|
|
52
Jane Street
New York
| – | -$826K | -37,019 | Closed |
|
53
UBS Group
Zurich,
Switzerland
| – | -$20.6K | -924 | Closed |
|
|
TWP
54
Triad Wealth Partners
Lawrence,
Kansas
| – | -$16.7K | -750 | Closed |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$13.1K | -589 | Closed |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$887 | -39 | -98% |
|
NFLT Hedge Fund Activity: Q3 2024 in Review
52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q3 2024, worth a combined $144M — up 54% from $93.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NFLT positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 14 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $18.7M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $1.37M sold.
- 52 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q3 2024, up from 51 in Q2 2024.
- Funds reported $144M of Virtus Newfleet Multi-Sector Bond ETF stock for Q3 2024, up 54% quarter-over-quarter.
- 6 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q3 2024 and 5 closed out, a net change of +1 holder.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q3 2024 was Retirement Planning Group (Kansas), an estimated $18.7M added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q3 2024 was Simplicity Wealth, an estimated $1.37M sold.
Based on aggregated 13F filings for Q3 2024.