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Virtus Newfleet Multi-Sector Bond ETF

17 hedge funds and large institutions have $17.1M invested in Virtus Newfleet Multi-Sector Bond ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $15.3M → $17.1M (+$1.83M)

0.68% more ownership

Funds ownership: 67.57%68.25% (+0.68%)

0% more funds holding

Funds holding: 1717 (0)

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$9.47M +$69.2K +2,835 +0.7%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$2.32M +$2.37M +97,332 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.71M +$1.08M +44,213 +160%
Jane Street
4
Jane Street
New York
$1.39M +$725K +29,709 +104%
AFM
5
Andesa Financial Management
Pennsylvania
$831K -$633K -25,967 -43%
CWM
6
Comprehensive Wealth Management
Washington
$449K +$458K +18,795 New
AWM
7
AE Wealth Management
Kansas
$401K -$6.15K -252 -1%
BRWA
8
B. Riley Wealth Advisors
Florida
$359K +$16.6K +679 +5%
BCMLT
9
Beacon Capital Management LLC (Tennessee)
Tennessee
$64K +$66.3K +2,717 New
Osaic Holdings
10
Osaic Holdings
Arizona
$45K +$20.1K +823 +77%
UBS Group
11
UBS Group
Switzerland
$29K +$14.5K +593 +97%
GFPC
12
Global Financial Private Client
Florida
$10.1K
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$10K
Morgan Stanley
14
Morgan Stanley
New York
$9K
SFA
15
Semmax Financial Advisors
North Carolina
$2K -$195 -8 -11%
AssetMark Inc
16
AssetMark Inc
California
$1K
RCM
17
Raleigh Capital Management
North Carolina
$1K +$829 +34 New
CA
18
Cetera Advisors
Colorado
-$1.01M -40,395 Closed
WMR
19
Wealth Management Resources
Rhode Island
-$350K -13,927 Closed
CA
20
CoreCap Advisors
Michigan
-$7K -271 Closed

NFLT Hedge Fund Activity: Q1 2022 in Review

17 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q1 2022, worth a combined $17.1M — up 12% from $15.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NFLT positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $2.37M. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.01M sold.

  • 17 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $17.1M of Virtus Newfleet Multi-Sector Bond ETF stock for Q1 2022, up 12% quarter-over-quarter.
  • 4 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q1 2022 and 3 closed out, a net change of +1 holder.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q1 2022 was Retirement Planning Group (Kansas), an estimated $2.37M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q1 2022 was Cetera Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2022.