NFLT icon

Virtus Newfleet Multi-Sector Bond ETF
NFLT

Overview Fund Activity

30 hedge funds and large institutions have $75.6M invested in Virtus Newfleet Multi-Sector Bond ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
10
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
SVA Wealth Management
Wisconsin
$2.7M
2
SS
2
Simplicity Solutions
Minnesota
$3.61M
3
CG
3
Colony Group
Massachusetts
$1.84M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.31M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$424K

Top Sellers

1
ACM
1
Aviance Capital Management
Florida
$49.6M
2
AWM
2
AE Wealth Management
Kansas
$3.61M
3
FCAG
3
First Capital Advisors Group
New Jersey
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$320K
5
Jane Street
5
Jane Street
New York
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Aviance Capital Management
Florida
$49.6M 2,113,937 -1,150,422 -35%
AWM
2
AE Wealth Management
Kansas
$3.61M 153,892 -123,879 -45%
SS
3
Simplicity Solutions
Minnesota
$3.61M 153,892 +65,022 +73%
SFA
4
Semmax Financial Advisors
North Carolina
$2.89M 123,152 +123,152 New
SWM
5
SVA Wealth Management
Wisconsin
$2.7M 115,110 +97,622 +558%
Jane Street
6
Jane Street
New York
$2.28M 97,121 -44,249 -31%
HPC
7
Hobart Private Capital
North Carolina
$1.94M 82,805 -22,013 -21%
CG
8
Colony Group
Massachusetts
$1.84M 78,445 +56,576 +259%
PAG
9
Private Advisor Group
New Jersey
$1.37M 58,490 +2,860 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.31M 55,838 +55,838 New
GWMIA
11
Global Wealth Management Investment Advisory
Florida
$1.05M 44,635 +44,635 New
CA
12
Cetera Advisors
Colorado
$753K 32,125 +3,169 +11%
SIA
13
Strategic Investment Advisors
Michigan
$561K 23,946 +23,946 New
APC
14
Aspire Private Capital
North Carolina
$555K 23,683 +23,683 New
GFPC
15
Global Financial Private Capital
Florida
$461K 19,685 +536 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$424K 18,102 +9,386 +108%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$320K 13,646 -53,044 -80%
BHWM
18
Bay Harbor Wealth Management
Maryland
$157K 6,698 +6,698 New
WEC
19
Winslow Evans & Crocker
Massachusetts
$62K 2,614 +194 +8%
Wells Fargo
20
Wells Fargo
California
$44K 1,857 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25K 1,054 +60 +6%
UBS Group
22
UBS Group
Switzerland
$21K 913 -1,199 -57%
Morgan Stanley
23
Morgan Stanley
New York
$16K 679 +679 New
Deutsche Bank
24
Deutsche Bank
Germany
$9K 400 – –
LPWM
25
Lake Point Wealth Management
Texas
$8K 348 +348 New
1
2