Virtus Newfleet Multi-Sector Bond ETF
NFLT
61 hedge funds and large institutions have $185M invested in Virtus Newfleet Multi-Sector Bond ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 4 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 6
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
28% more capital invested
Capital invested by funds: $144M → $185M (+$40.6M)
17% more funds holding
Funds holding: 52 → 61 (+9)
0.01% more ownership
Funds ownership: 84.09% → 84.11% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$24.7M |
| 2 |
AFG
Atomi Financial Group
New York
|
+$8.87M |
| 3 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$3.86M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.07M |
| 5 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$3.55M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.48M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$1.18M |
| 4 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$743K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
CoreCap Advisors
Southfield,
Michigan
| $6.08K | – | – | – |
|
|
PSFG
52
Park Square Financial Group
Roswell,
Georgia
| $4.74K | +$4.8K | +211 | New |
|
|
T
53
Transce3nd
Kyle,
Texas
| $3.37K | +$3.41K | +150 | New |
|
|
SFA
54
Semmax Financial Advisors
Winston Salem,
North Carolina
| $1.54K | – | – | – |
|
|
NMG
55
New Millennium Group
Sandy,
Utah
| $1.53K | – | – | – |
|
56
AssetMark Inc
Concord,
California
| $1.39K | – | – | – |
|
57
UBS Group
Zurich,
Switzerland
| $1.17K | +$1.18K | +52 | New |
|
|
RCM
58
Raleigh Capital Management
Cary,
North Carolina
| $879 | – | – | – |
|
59
Fidelity Investments
Boston,
Massachusetts
| $45 | +$23 | +1 | +100% |
|
60
Wells Fargo
San Francisco,
California
| $15 | – | – | – |
|
|
RW
61
Rockport Wealth
Fairview Park,
Ohio
| – | -$743K | -32,233 | Closed |
|
|
62
Citadel Advisors
Miami,
Florida
| – | -$304K | -13,180 | Closed |
|
|
AWS
63
Atria Wealth Solutions
New York
| – | -$230K | -9,961 | Closed |
|
NFLT Hedge Fund Activity: Q4 2024 in Review
61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q4 2024, worth a combined $185M — up 28% from $144M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NFLT positions and 4 closed out — a net gain of 12 holders — while 28 added to existing stakes and 6 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $24.7M. The largest seller was WJ Wealth Management, cutting an estimated $3.55M.
- 61 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q4 2024, up from 52 in Q3 2024.
- Funds reported $185M of Virtus Newfleet Multi-Sector Bond ETF stock for Q4 2024, up 28% quarter-over-quarter.
- 16 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
- The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q4 2024 was Retirement Planning Group (Kansas), an estimated $24.7M added.
- The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q4 2024 was WJ Wealth Management, an estimated $3.55M sold.
Based on aggregated 13F filings for Q4 2024.