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Virtus Newfleet Multi-Sector Bond ETF
NFLT

14 hedge funds and large institutions have $18M invested in Virtus Newfleet Multi-Sector Bond ETF in 2021 Q3 according to their latest regulatory filings, with funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

26% more capital invested

Capital invested by funds: $14.3M → $18M (+$3.72M)

18.7% more ownership

Funds ownership: 70.14% → 88.84% (+19%)

7% less funds holding

Funds holding: 15 → 14 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$4.96M
2
AWM
AE Wealth Management
Kansas
+$29.2K
3
CA
Cetera Advisors
Colorado
+$26.8K
4
BRWA
B. Riley Wealth Advisors
Florida
+$17.8K
5
NFG
Next Financial Group
Texas
+$918

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$840K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$384K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$14.6M +$4.96M +194,790 +51%
CA
2
Cetera Advisors
Colorado
$1.06M +$26.8K +1,050 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$733K -$384K -15,077 -34%
Jane Street
4
Jane Street
New York
$569K -$840K -32,958 -60%
AWM
5
AE Wealth Management
Kansas
$469K +$29.2K +1,147 +7%
BRWA
6
B. Riley Wealth Advisors
Florida
$364K +$17.8K +699 +5%
NFG
7
Next Financial Group
Texas
$212K +$918 +36 +0.4%
Osaic Holdings
8
Osaic Holdings
Arizona
$19K – – –
APWA
9
Atlas Private Wealth Advisors
New Jersey
$17K – – –
GFPC
10
Global Financial Private Client
Florida
$10.7K – – –
Morgan Stanley
11
Morgan Stanley
New York
$9K – – –
HI
12
Harbour Investments
Wisconsin
$4K – – –
AssetMark Inc
13
AssetMark Inc
California
$2K – – –
SFA
14
Semmax Financial Advisors
North Carolina
$2K – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– -$2K -72 Closed

NFLT Hedge Fund Activity: Q3 2021 in Review

14 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q3 2021, worth a combined $18M — up 26% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of NFLT and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.

The largest buyer was Private Advisor Group, adding an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $840K.

  • 14 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q3 2021, down from 15 in Q2 2021.
  • Funds reported $18M of Virtus Newfleet Multi-Sector Bond ETF stock for Q3 2021, up 26% quarter-over-quarter.
  • 0 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q3 2021 and 1 closed out, a net change of -1 holder.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q3 2021 was Private Advisor Group, an estimated $4.96M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q3 2021 was Jane Street, an estimated $840K sold.

Based on aggregated 13F filings for Q3 2021.