We are live on ! Find out more
NFLT icon

Virtus Newfleet Multi-Sector Bond ETF

29 hedge funds and large institutions have $51.1M invested in Virtus Newfleet Multi-Sector Bond ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

125% more capital invested

Capital invested by funds: $22.7M → $51.1M (+$28.4M)

53% more funds holding

Funds holding: 1929 (+10)

3.73% more ownership

Funds ownership: 72.95%76.68% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
29
Holders Change
+10
Holders Change %
+52.63%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$26M +$10.6M +486,782 +69%
SWA
2
SFMG Wealth Advisors
Texas
$13.9M +$13.9M +637,424 New
PA
3
PFG Advisors
Arizona
$2.56M +$2.03M +93,295 +393%
RJA
4
Raymond James & Associates
Florida
$2.01M +$1.61M +73,914 +412%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.59M -$116K -5,353 -7%
OMC
6
Old Mission Capital
Illinois
$1.36M +$1.35M +62,122 New
AFM
7
Andesa Financial Management
Pennsylvania
$953K -$301K -13,829 -24%
AWM
8
AE Wealth Management
Kansas
$413K -$50.6K -2,329 -11%
BFG
9
Bleakley Financial Group
New Jersey
$365K +$363K +16,690 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$362K +$10.6K +488 +3%
Citadel Advisors
11
Citadel Advisors
Florida
$338K +$336K +15,464 New
BRWA
12
B. Riley Wealth Advisors
Florida
$323K
HAG
13
HF Advisory Group
Maryland
$322K +$321K +14,763 New
Mariner
14
Mariner
Kansas
$308K +$307K +14,114 New
Morgan Stanley
15
Morgan Stanley
New York
$73.3K
BCMLT
16
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.9K -$14.3K -659 -24%
Osaic Holdings
17
Osaic Holdings
Arizona
$30K
AWM
18
Accurate Wealth Management
Florida
$17.2K +$16.9K +775 New
UBS Group
19
UBS Group
Switzerland
$12.5K +$12.4K +571 New
ASN
20
Advisory Services Network
Georgia
$9.98K +$9.94K +457 New
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$8.74K
CA
22
CoreCap Advisors
Michigan
$5.92K +$5.89K +271 New
NMG
23
New Millennium Group
Utah
$2.75K -$109 -5 -4%
SFA
24
Semmax Financial Advisors
North Carolina
$2K
AssetMark Inc
25
AssetMark Inc
California
$1.35K

NFLT Hedge Fund Activity: Q4 2022 in Review

29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Virtus Newfleet Multi-Sector Bond ETF (NFLT) for Q4 2022, worth a combined $51.1M — up 125% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NFLT positions and 2 closed out — a net gain of 11 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $13.9M. The largest seller was Jane Street, exiting entirely with an estimated $1.77M sold.

  • 29 institutional investors held Virtus Newfleet Multi-Sector Bond ETF (NFLT) as of Q4 2022, up from 19 in Q3 2022.
  • Funds reported $51.1M of Virtus Newfleet Multi-Sector Bond ETF stock for Q4 2022, up 125% quarter-over-quarter.
  • 13 funds opened new Virtus Newfleet Multi-Sector Bond ETF positions in Q4 2022 and 2 closed out, a net change of +11 holders.
  • The largest Virtus Newfleet Multi-Sector Bond ETF buyer in Q4 2022 was SFMG Wealth Advisors, an estimated $13.9M added.
  • The largest Virtus Newfleet Multi-Sector Bond ETF seller in Q4 2022 was Jane Street, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2022.